On-Site Operations Processing Specialist – Finance

Advisor Group; Scottsdale (AZ); Sur place; USD 40 000 - 42 000; Plein temps

Avantages offerts par ce poste

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Résumé du poste

Osaic is seeking an Operations Processing Specialist in Scottsdale to join Document Services. You will handle the intake, processing, routing, and management of physical and electronic documents, ensuring accuracy, security, and compliance with industry standards.

The role requires strong organization, attention to detail, and the ability to learn internal systems quickly. You will work in a fast-paced environment with a focus on quality and timely processing, supporting heavy workloads as

Qualifications

• High school diploma or equivalent is required.
• 2-3 years relatable or transferable work experience; financial services experience preferred.
• Proficient in Microsoft Office (Excel, Word, Outlook, Teams, etc.).
• Demonstrated ability to learn quickly and adapt to new systems and processes: NetX360, Wealthscape, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), eQuipt and other assigned back-office functions.
• Detail-oriented with strong problem-solving and critical thinking skills.
• Excellent written and verbal communication skills.
• Must be team-oriented and client-focused.
• Ability to work overtime, including weekends as needed to support heavy work volume when applicable.

Responsabilités

• Process incoming and outgoing mail, including return mail, ensuring timely and accurate handling.
• Review, sort, and prepare documents for scanning, imaging, and distribution; scanning, printing, and making copies.
• Manage and route documents through internal workflow and imaging systems to appropriate business units.
• Monitor and update workflows to ensure timely completion and proper document tracking.
• Support document retention, recordkeeping, and secure handling procedures.
• Participate in special projects focused on process improvement and operational efficiency.
• Maintain accurate records in internal systems with professionalism and attention to detail.
• Communicate effectively with internal teams to resolve issues and ensure seamless processing.
• Demonstrate flexibility by shifting priorities as business needs change and assisting with high-volume workloads.
• Crosstrain across team functions and provide support as needed.
• Perform additional duties as assigned.

Connaissances

Organizational skills

Communication skills

Team collaboration

Problem solving

Adaptability

Formation

High school diploma

Outils

NetX360

Wealthscape

Front-End Imaging (FEI)

Salesforce

eQuipt

Description du poste

Osaic is seeking an Operations Processing Specialist in Scottsdale to join Document Services. You will handle the intake, processing, routing, and management of physical and electronic documents, ensuring accuracy, security, and compliance with industry standards.

The role requires strong organization, attention to detail, and the ability to learn internal systems quickly. You will work in a fast-paced environment with a focus on quality and timely processing, supporting heavy workloads as