Operations Processing Specialist - Cashiering

Osaic

Scottsdale, AZ, US
Base: $50,000 - $52,000 py; bonus/equity: annual p...
On-site (4 days a week)
Accurate and timely transaction processing
Customer service orientation
Microsoft office suite proficiency
Osaic is seeking an Operations Processing Specialist for its Cashiering team, responsible for processing financial transactions and providing exceptional customer service within brokerage operations. The position is full-time and requires a minimum of 4 days in the office at one of its specified locations across the U.S

Job Summary

  • Osaic Operations Processors are responsible for the accurate, timely and efficient processing of routine and complex transactions involving money and asset movement, supporting the activities associated within Brokerage Operations.
  • Responsibilities include answering internal and external phone calls, processing brokerage account requests such as IRA/RMD distributions, journals, ACH/EFT, and federal fund wires.
  • The company offers a competitive compensation package including salary, annual performance-based bonus, health, vision, dental insurance, 401k, and paid time away.

Matching Summary

Match Score: 85

Osaic is seeking an Operations Processing Specialist for its Cashiering team, responsible for processing financial transactions and providing exceptional customer service within brokerage operations. The position is full-time and requires a minimum of 4 days in the office at one of its specified locations across the U.S.

Salary

Base: $50,000 - $52,000 per year; Bonus/Equity: annual performance-based bonus; Benefits: health, vision, dental insurance, 401k, paid time away

Skills & Requirements

Must-have

  • Accurate and timely transaction processing
  • Customer service orientation
  • Microsoft Office Suite proficiency
  • Brokerage account processing
  • Internal and external communication

Nice-to-have

  • Thrive in a fast-paced environment
  • Strong attention to detail
  • Analytical mindset
  • Problem-solving skills
  • Team collaboration

Key Requirements

  • 2-3 years relatable or transferable work experience
  • High school diploma or equivalent required
  • FINRA Series 7 license preferred
  • Completion of FINRA SIE exam preferred

Work Rights

Not specified

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