Brokerage Operations Specialist - In-Office Processing

OSAIC; La Vista (NE); Presencial; USD 45 000 - 49 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Resumo da oferta

Osaic in the United States seeks an Operations Processing Specialist - Alternative Investments to join Brokerage Operations. This full-time role requires meticulous handling of routine and complex transactions including client account openings and sponsor changes.

The position offers a competitive salary and bonus with location-based compensation. In-office attendance is required at multiple offices, including La Vista, NE, with a strong benefits package and ongoing professional development

Qualificações

• Bachelor’s degree preferred; high school diploma with significant experience may be considered.
• 3+ years of work experience in financial services.
• Proficiency with Microsoft Word, Excel, Edge, Chrome, Outlook, OneNote and Teams.
• Strong communication, organizational and time-management skills.
• Ability to work overtime, including weekends, as needed.

Responsabilidades

• Process client account openings and maintenance with accuracy.
• Review complex brokerage and non-brokerage requests.
• Serve as subject matter expert for brokerage operations.
• Assist training and mentoring new hires.
• Collaborate with vendors and advisors; support system testing.

Conhecimentos

Microsoft Office

Communication skills

Organizational skills

Time management

Independent work

Teamwork

Formação académica

Bachelor’s degree preferred

High school diploma with experience

Ferramentas

NetX360

Wealthscape

Front-End Imaging (FEI)

Salesforce

eQuipt

Descrição da oferta de emprego

Osaic in the United States seeks an Operations Processing Specialist - Alternative Investments to join Brokerage Operations. This full-time role requires meticulous handling of routine and complex transactions including client account openings and sponsor changes.

The position offers a competitive salary and bonus with location-based compensation. In-office attendance is required at multiple offices, including La Vista, NE, with a strong benefits package and ongoing professional development