Processing Specialist

Feller Financial Services; Boca Raton (FL); Hybrid; USD 25,000 - 39,000; Part time

Job summary

Feller Financial Services in Boca Raton, FL is seeking a part-time Processing Specialist to support our operational and administrative processing needs. The role involves preparing account applications, transfer forms, and service requests, verifying client information, and tracking transaction status.

We value accuracy, attention to detail, and strong communication as you help maintain organized records and assist with data entry and reporting.

Qualifications

• Strong organizational and administrative skills with accurate data entry and document management.
• Ability to review, process, and track financial forms and transactions with careful attention to detail.
• Clear written and verbal communication skills for working with internal team members and external partners.
• Comfort with standard office software (e.g., Microsoft Office or similar tools) and willingness to learn financial platforms.
• Reliability, time management skills, and ability to follow structured procedures and compliance guidelines.
• Prior experience in financial services, or a similar administrative environment is preferred but not required.
• Associates degree or equivalent required; additional education in business, finance, or related fields is a plus.

Responsibilities

• Prepare and submit account applications, transfer forms, and service requests.
• Verify accuracy of client information and documentation.
• Track status of transactions and maintain organized records (electronic and paper).
• Assist with data entry in financial systems and generation of reports.
• Communicate with team members to ensure timely and compliant processing.

Skills

Organizational skills

Data entry

Communication skills

Attention to detail

Time management

Procedural compliance

Reliability

Education

Associates degree

Finance/business coursework

Tools

Microsoft Office

Job description

Company Description

Feller Financial Services provides dedicated financial planning and investment management services to clients in South Florida and beyond. Located in Boca Raton, FL, the firm focuses on helping individuals and families build and manage their financial futures.

Role Description

The Processing Specialist is a part-time, hybrid role based in Boca Raton, FL, responsible for supporting the operational and administrative processing needs of the firm. Day-to-day tasks may include preparing and submitting account applications, transfer forms, and service requests, as well as verifying the accuracy of client information and documentation. The role involves tracking the status of transactions and maintaining organized electronic and paper records. The Processing Specialist may assist with data entry in financial systems, generating and reviewing reports, and communicating with team members to ensure timely and compliant processing. This role requires consistency, attention to detail, and a commitment to high-quality client service.

Qualifications

• Strong organizational and administrative skills, including accurate data entry and document management.
• Ability to review, process, and track financial forms and transactions with careful attention to detail.
• Clear written and verbal communication skills for working with internal team members and external partners.
• Comfort with standard office software (e.g., Microsoft Office or similar tools) and willingness to learn financial platforms.
• Reliability, time management skills, and ability to follow structured procedures and compliance guidelines.
• Prior experience in financial services, or a similar administrative environment is preferred but not required.
• Associates degree or equivalent required; additional education in business, finance, or related fields is a plus.