Brokerage Operations Processing Specialist

Osaic; Oakdale (MN); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Health insurance

401k

Paid time away

Volunteer days

Annual performance-based bonus

Job summary

Osaic is seeking a detail-oriented Operations Processing Specialist in Oakdale, MN, for the Financial Services team. This full-time role involves processing brokerage account documentation, ensuring compliance with firm policies, and providing exceptional service to clients and advisors. A high school diploma is required, with a preference for a bachelor’s degree. The role includes a competitive salary ranging from $43,000 to $48,000 plus benefits. The position demands a customer-focused mindset and strong attention to detail.

Qualifications

• Required to have attention to detail and accuracy in processing documents.
• Proficient in Microsoft Office applications, especially Excel and Word.
• Customer service experience is preferred.

Responsibilities

• Process brokerage account documents with a high degree of accuracy.
• Review documentation for completeness and compliance.
• Provide customer support and handle inquiries related to accounts.

Skills

Customer-focused mindset

Attention to detail

Problem-solving skills

Time management skills

Education

High School Diploma or equivalent (GED)

Bachelor’s degree in business or related field (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Osaic is seeking a detail-oriented Operations Processing Specialist in Oakdale, MN, for the Financial Services team. This full-time role involves processing brokerage account documentation, ensuring compliance with firm policies, and providing exceptional service to clients and advisors. A high school diploma is required, with a preference for a bachelor’s degree. The role includes a competitive salary ranging from $43,000 to $48,000 plus benefits. The position demands a customer-focused mindset and strong attention to detail.