Onsite Financial Services Processing Specialist

Osaic; Scottsdale (AZ); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

401k with company match

Paid time off

Annual performance-based bonus

Job summary

Osaic is seeking a detail-oriented Operations Processing Specialist based in Scottsdale, AZ, to handle brokerage account documentation and support financial advisors. The role demands strong accuracy and attention to detail, with responsibilities including validating transactions and ensuring compliance with regulations. The position offers a full-time schedule with a competitive salary of $43,000 - $48,000 annually, plus benefits like health insurance and a 401k. Ideal candidates should have a High School Diploma and customer service skills, with a preference for related degrees and experience.

Qualifications

• Strong customer-focused mindset.
• Proficient with Windows and Microsoft Office Suite.
• Ability to read & interpret company policies and manuals.

Responsibilities

• Process brokerage account documents accurately.
• Review documentation for completeness.
• Validate transactions against compliance standards.
• Interact with financial advisors on account transfers.

Skills

Attention to detail

Problem-solving

Customer service

Time management

Organizational skills

Education

High School Diploma or equivalent (GED)

Bachelor's degree in business, Finance or related field (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Osaic is seeking a detail-oriented Operations Processing Specialist based in Scottsdale, AZ, to handle brokerage account documentation and support financial advisors. The role demands strong accuracy and attention to detail, with responsibilities including validating transactions and ensuring compliance with regulations. The position offers a full-time schedule with a competitive salary of $43,000 - $48,000 annually, plus benefits like health insurance and a 401k. Ideal candidates should have a High School Diploma and customer service skills, with a preference for related degrees and experience.