Administrative Skills Jobs in Lake Oswego, OR

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Data Governance Lead

Trimble

profile Lake Oswego - USA

Data Governance LeadJob Summary:As the Data Governance Lead you will play a pivotal role in developing and rolling out an enterprise-wide Data Governance Framework while tightly partnering with Legal Privacy Security and Governance Risk and Compliance (GRC) teams. You will also work closely with the...

Posted on 22 Oct
Full Time

Client Planning Specialist

Baird

profile Lake Oswego - USA

About the Role:As a Client Planning Specialist at Baird youll provide advanced financial planning and client service support for one or more Financial Advisors and their clients. Youll lead the creation and delivery of financial plans using Bairds Private Wealth Management technology platforms manag...

Posted on 29 Aug
Full Time

Client Planning Specialist

Baird

profile Lake Oswego - USA

As a Client Planning Specialist you will:Provide financial planning client service and operational support to one or more Financial Advisors following a wealth management or portfolio management business approach.Owning and managing all or a portion of the Financial Advisors financial planning activ...

Posted on 29 Aug
Full Time