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Ria Operations Jobs in Oregon (NOW HIRING)

Oregon Pacific Bank

Trust Portfolio Manager

Medford, OR · On-site

$64K - $93K/yr

Experience: Experience in trust administration, wealth management operations, portfolio ... Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support ...

Capitol Family Office

Client Service Associate

Beaverton, OR · On-site

$30 - $45/hr

... operations, and client service. You'll work especially closely with our Managing Partner, acting as ... RIA, or wealth management firm • Know the lingo, paperwork, custodians, and processes like second ...

Vestmark, Inc.

VP, Business Development

OR · Remote

... operational and investment management challenges * Coordinate and participate in field events ... Deep understanding of the financial advisory landscape, including broker-dealer and RIA ...

Vestmark, Inc.

OR

... operational guide for each major custodian relationship * Document custodian-specific requirements for trading connectivity and RIA account onboarding. * Define and publish standard implementation ...

The Motley Fool

OR · On-site

... Director of Operations, distribution, portfolio management, and legal and compliance. Key ... RIA audiences, translating business goals into actionable plans with clear timelines and KPIs

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Ria Operations information

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What is Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.
What are popular job titles related to Ria Operations jobs in Oregon? For Ria Operations jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Ria Operations jobs in Oregon look for? The top searched job categories for Ria Operations jobs in Oregon are:
Ria Operations jobs near you

Trust Portfolio Manager

Oregon Pacific Bank

Medford, OR • On-site

$64K - $93K/yr

Full-time

Re-posted 20 days ago

Job description

Trust Portfolio Manager
Oregon Pacific Bank | Trust & Wealth Management

  • Are you interested in portfolio management and capital markets, but not interested in sales quotas or business development?
  • Are you someone with strong attention to detail, sound judgement, excellent organizational skills, and a client service mindset?
  • Do you enjoy problem-solving, collaborating across teams, and supporting clients in a community-focused culture?

If you answered yes to the questions above and you are passionate about portfolio administration and fiduciary client service, we'd love to connect!

JOB SPECIFICATIONS:

  • Education/ Experience: A combination of experience and relevant education totaling 5+ years.
    • Education: Bachelor’s degree in finance, accounting, economics, or business
    • Experience: Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services
  • Certifications: CFP or CFA or willingness to work towards CFP or CFA is encouraged

CULTURE/WORK ENVIRONMENT:

Oregon Pacific Bank’s Trust & Wealth Management team offers a collaborative, community banking environment where you will have the opportunity to

  • Play a key role in coordinating portfolio activity, cash and liquidity planning, and trading processes.
  • Work closely with Trust Officers and our external Registered Investment Advisor (RIA) to support client portfolios.
  • Ensure portfolio activities are documented appropriately and aligned with client objectives, governing documents, and fiduciary standards.
  • Focus on relationship management, execution, and portfolio administration rather than discretionary investment management or model building.

RELATIONSHIPS:

  • Responsible to the Director of Trust and Wealth Management for the fulfillment of functions and responsibilities.
  • Contact with co-workers and the public in a professional manner that enhances the overall marketing effort of the bank.
  • Required to collaborate, cooperate, and communicate with supervisors, co-workers and clients.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

  • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
  • Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
  • Influence. Be an active player in participating, building and contributing to service.
  • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
  • Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
  • Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
  • Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.