Entry-Level Brokerage Operations Specialist

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

Benefits offered by this job

Health insurance

401k

Paid time away

Volunteer days

Job summary

Advisor Group is hiring an Operations Processing Specialist in Oakdale, Minnesota. This full-time position supports the accurate processing of brokerage account documentation and requires a high school diploma or equivalent. Responsibilities include validating transactions, maintaining records, and effective communication with internal stakeholders. The role offers an annual salary between $43,000 and $48,000, plus additional benefits such as health insurance and a 401k. New graduates are welcomed to apply.

Qualifications

• Customer-focused mindset required.
• Attention to detail and accuracy are essential.
• Problem-solving and critical-thinking skills are necessary.

Responsibilities

• Process brokerage account documents with accuracy.
• Review incoming documentation for completeness.
• Interact with financial advisors on account transfer requests.

Skills

Customer-focused mindset

Attention to detail

Problem-solving skills

Time management

Organizational skills

Education

High School Diploma or equivalent (GED)

Bachelor’s degree in business or Finance (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Advisor Group is hiring an Operations Processing Specialist in Oakdale, Minnesota. This full-time position supports the accurate processing of brokerage account documentation and requires a high school diploma or equivalent. Responsibilities include validating transactions, maintaining records, and effective communication with internal stakeholders. The role offers an annual salary between $43,000 and $48,000, plus additional benefits such as health insurance and a 401k. New graduates are welcomed to apply.