Hybrid Transaction Verification Specialist - Finance Ops

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 50,000 - 54,000; Full time

Job summary

Osaic is seeking a detail-oriented Verification Specialist to join the Transaction Verification Team. You will review transactions, contact clients for authorization, and coordinate with financial professionals to verify disbursement requests.

The role requires strong communication skills, a high level of accuracy, and the ability to manage multiple conversations while documenting interactions in internal systems.

Qualifications

• Minimum 2+ years of customer service or contact center experience.
• Proficiency with Microsoft Word, Excel, Outlook and PowerPoint.
• Excellent communication and organizational skills; detail-oriented.
• Ability to thrive in a fast-paced, entrepreneurial environment.
• Strong customer focus and problem-solving abilities.
• Ability to work independently and in a team.

Responsibilities

• Review transactions and contact end clients for authorization.
• Coordinate with operations processors and financial professionals.
• Verify client disbursement authorizations and ask clarifying questions.
• Maintain thorough records of all client contacts.
• Handle inbound/outbound calls and messages for verification.
• Use various software/financial platforms to support verifications.

Skills

Customer service

MS Office

Communication

Problem-solving

Attention to detail

Analytical

Teamwork

Education

Bachelor's degree

Tools

Salesforce

FINRA SIE

FINRA Series 7

Job description

Osaic is seeking a detail-oriented Verification Specialist to join the Transaction Verification Team. You will review transactions, contact clients for authorization, and coordinate with financial professionals to verify disbursement requests.

The role requires strong communication skills, a high level of accuracy, and the ability to manage multiple conversations while documenting interactions in internal systems.