Base Salary Range: 

$20.00 - $22.70 - $27.25 per hour 

At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!

As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment.*

Position Overview: 

Heritage Bank has an exciting opportunity to join our organization!

We are seeking a Wealth Strategies Associate responsible for providing service and sales support to clients and/or prospects and will partner with assigned Advisor(s) to build their business and coordinating all client services activities by responding to client requests in a timely and accurate manner, in accordance with operational and compliance requirements.

Preferred geographical location is Portland, OR. However, depending on experience other Heritage Bank locations may be considered (Bellevue, WA, Tacoma, WA, Vancouver, WA).

The successful candidate will:

Provide sales and client service support to advisor(s) to include, but not limited to: calendar management, travel arrangements, expense reimbursement, client correspondence, maintenance, distribution of account openings and sales materials, assistance with technology platforms and applications, and research in preparation for client and prospect meetings.

Provide assistance and operational support by: Opening, routing, responding to and filing incoming correspondence, as appropriate; scheduling appointments and meetings, as needed. Respond to client inquiries by answering questions, providing information, processing requests, resolving problems and/or trading and service issues to fulfill client requests. Follow-up to assure client needs are met in an accurate and timely manner.

Properly records transactions and inquiries and sees that client files are completed and maintained. Address all client service problems and maintain problem/solution log to keep advisor(s) aware of service problems and to what level managed to client's satisfaction.

Receive, sort, file and retrieve forms and documents. Organize and coordinate the flow of communications; interview and screen callers and visitors; may provide information concerning policies, procedures and regulations as necessary, or direct to appropriate personnel. Process and distributes confidential and time sensitive documents, in a timely manner.

Accurately prepare and ensure all required paperwork and general service work is completed and submitted in a timely and accurate manner, to include but not limited to:  account transfers, account changes, new accounts, distributions, payouts, ACH setup or cancellation, missing or incomplete documents; track and notify representatives of incoming asset transfers. Assists advisor(s) by confirming all trades are executed properly and commissions collected from broker/dealer.

Review and check documents for completeness, accuracy and conformance with applicable rules/regulations, procedural and compliance requirements. Verifies discrepancies and makes corrections.

Enter and update information in automated systems; develop routine spreadsheets and databases; utilize various software packages; prepare and summarize data or reports from a variety of sources in accorda