Ops Processing Specialist - Cashiering

Osaic

Scottsdale, AZ, US
Base: $48,000 - $52,000 py; bonus/equity: annual p...
Hybrid (4 days in-office)
Customer service in financial services
Brokerage account processing
Internal and external phone communication
Osaic is seeking an Operations Processing Specialist for their Cashiering team, with a focus on accurate and efficient processing of financial transactions. The role requires a minimum of a high school diploma and 2-3 years of relevant experience, preferably in financial services, and offers a hybrid work schedule with competitive compensation and benefits

Job Summary

  • Osaic Operations Processors are responsible for the accurate, timely, and efficient processing of routine and complex transactions involving money and asset movement.
  • The role requires answering internal and external phone calls, processing various brokerage account requests, and interacting with clearing firms and financial professionals.
  • Competitive compensation includes a base salary of $48,000 - $52,000 per year plus an annual performance-based bonus, along with health, vision, dental insurance, and 401k.

Matching Summary

Match Score: 85

Osaic is seeking an Operations Processing Specialist for their Cashiering team, with a focus on accurate and efficient processing of financial transactions. The role requires a minimum of a high school diploma and 2-3 years of relevant experience, preferably in financial services, and offers a hybrid work schedule with competitive compensation and benefits.

Salary

Base: $48,000 - $52,000 per year; Bonus/Equity: Annual performance-based bonus; Benefits: Health, vision, dental insurance, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • Customer service in financial services
  • Brokerage account processing
  • Internal and external phone communication
  • Microsoft Office Suite proficiency
  • High attention to detail
  • Problem-solving skills

Nice-to-have

  • Thrive in a fast-paced environment
  • Strong customer focus orientation
  • Ability to work independently
  • Contribute to a team environment

Key Requirements

  • 2-3 years relatable work experience
  • High school diploma or equivalent
  • Proficiency in Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint

Work Rights

Not specified

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