Sr. Ops Processing Specialist

2 days ago

La Vista, NE, United States Osaic Full time
Current Employees and Contractors Apply HereOsaic Careers

Customer Service Opportunity in Financial Services

Sr. Operations Cashiering Specialist - Cashiering

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $55,000 - $65,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits .

Summary:

Osaic Operations Processors are part of a team 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. Serve as backup resources to coworkers that perform equivalent duties and demonstrate flexibility to respond to increases in workflow.

Education Requirements:

Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

  • Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.

  • Must act as subject matter expert for several different responsibilities within brokerage Operations. Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow.

  • Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems

  • Create a strong working relationship with vendors, internal stakeholders, and financial professionals

  • Keep up to date on changes to industry and business processes

  • Make outbound phone calls to our financial professionals as needed

  • All other duties as assigned.

Basic Requirements:

  • 2-3 years relatable or transferable work experience; financial services experience preferred

  • Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint

  • Excellent communication & organizational skills

  • Ability to thrive in a fast paced, entrepreneurial environment

  • STRONG customer focus orientation

  • High attention to detail, analytical mindset, and problem-solving skills

  • Ability to work independently and maintain high levels of quality

  • Ability to work and remain focused under pressure

  • Ability to participate and contribute to a team environment

  • Ability to become proficient with the following internal systems: NetX360, Wellscape, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions

  • Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills

Preferred Requirements:

  • 2+ years' experience in financial services operations or broker-dealer setting.

  • Bachelor's degree in business, Finance or related field is preferred.

  • CRM experience / Salesforce experience

  • Completion of FINRA SIE exam.

  • FINRA Series 7 license

Current Employees and Contractors Apply Here

  • W2 Specialist

    2 days ago

    La Vista, NE, United States Aston Carter Full time

    Aston Carter has a client in La Vista, Nebraska, seeking a W2 Specialist for a 3-month contract. This role offers an excellent opportunity for a graduate to gain valuable experience, apply their degree, and launch their career journey. There is a possibility that this role could be extended for a longer duration, but not guaranteed Details: Pay:...

  • W2 Specialist

    2 weeks ago

    La Vista, NE, United States Aston Carter Full time

    Aston Carter has a client in La Vista, Nebraska, seeking a W2 Specialist for a 3‑month contract. This role offers an excellent opportunity for a graduate to gain valuable experience, apply their degree, and launch their career journey. There is a possibility that this role could be extended for a longer duration, but not guaranteed Details: Pay:...

  • W2 Specialist/Internship

    1 week ago

    La Vista, NE, United States Aston Carter Full time

    Aston Carter has a client in La Vista, Nebraska, seeking a W2 Specialist for a 3‑month contract. This role offers an excellent opportunity for a graduate to gain valuable experience, apply their degree, and launch their career journey. There is a possibility that this role could be extended for a longer duration, but not guaranteed Details: Pay:...

  • W2 Specialist/Internship

    1 week ago

    La Vista, NE, United States Aston Carter Full time

    Aston Carter has a client in La Vista, Nebraska, seeking a W2 Specialist for a 3‑month contract. This role offers an excellent opportunity for a graduate to gain valuable experience, apply their degree, and launch their career journey. There is a possibility that this role could be extended for a longer duration, but not guaranteed Details: Pay:...

  • QA/Expeditor - LaVista-Hielan

    2 weeks ago

    La Vista, NE, United States Chili's Grill & Bar Full time

    QA/Expeditor - LaVista-Hielan 8373 Barmettler Dr Suite A La Vista, NE 68128 This location is operated by an independent franchise owner. Benefits may vary by location. When applying, please note that current job availability is found by clicking the link to the franchise specific hiring website. Role Overview Our Quality Assurance Specialists ensure each...

  • Sr Telecom/Network Specialist

    3 days ago

    La Crosse, United States IDR, Inc. Full time

    IDR is seeking a knowledgeable and proactive Sr Telecom/Network Specialist to join one of our top healthcare clients in La Cross, WI. This is an exciting opportunity for professionals passionate about networking, cybersecurity, and cutting-edge enterprise infrastructure. This hybrid position offers remote flexibility after the first 3 months. Equipment...

  • Sr Telecom/Network Specialist

    3 days ago

    La Crosse, United States IDR, Inc. Full time

    IDR is seeking a knowledgeable and proactive Sr Telecom/Network Specialist to join one of our top healthcare clients in La Cross, WI. This is an exciting opportunity for professionals passionate about networking, cybersecurity, and cutting-edge enterprise infrastructure. This hybrid position offers remote flexibility after the first 3 months. Equipment will...

  • Sr Telecom/Network Specialist

    6 days ago

    La Crosse, WI, United States IDR, Inc. Full time

    IDR is seeking a knowledgeable and proactive Sr Telecom/Network Specialist  to join one of our top healthcare clients in La Cross, WI . This is an exciting opportunity for professionals passionate about networking, cybersecurity, and cutting-edge enterprise infrastructure. This hybrid position offers remote flexibility after the first 3 months. Equipment...

  • Sr Telecom/Network Specialist

    16 hours ago

    La Crosse, WI, United States IDR Healthcare Full time

    IDR is seeking a knowledgeable and proactive Sr Telecom/Network Specialist to join one of our top healthcare clients in La Cross, WI. This is an exciting opportunity for professionals passionate about networking, cybersecurity, and cutting-edge enterprise infrastructure. This hybrid position offers remote flexibility after the first 3 months. Equipment will...

  • Implementation Specialist I

    3 weeks ago

    La Palma, United States Automatic Data Processing Full time

    Implementation Specialist Opportunity Are you ready to join a company offering career advancement opportunities throughout your career journey? Are you looking for an inclusive environment with a culture of collaboration and belonging? If so, this may be an opportunity for you. Read on and decide for yourself. As an Implementation Specialist, imagine...

  • Implementation Specialist I

    2 weeks ago

    La Palma, United States Automatic Data Processing Full time

    Implementation Specialist Opportunity Are you ready to join a company offering career advancement opportunities throughout your career journey? Are you looking for an inclusive environment with a culture of collaboration and belonging? If so, this may be an opportunity for you. Read on and decide for yourself. As an Implementation Specialist, imagine...

  • Implementation Specialist I

    4 weeks ago

    La Palma, United States Automatic Data Processing Full time

    Implementation Specialist OpportunityAre you ready to join a company offering career advancement opportunities throughout your career journey? Are you looking for an inclusive environment with a culture of collaboration and belonging? If so, this may be an opportunity for you. Read on and decide for yourself.As an Implementation Specialist, imagine yourself...

  • Credit Operations Specialist

    3 weeks ago

    Chula Vista, United States VirtualVocations Full time

    A company is looking for a Sr. Specialist, Credit Operations. Key Responsibilities Process consumer credit card applications and account maintenance requests Maintain departmental accuracy and productivity standards Provide customer service and adhere to applicable policies and regulations Required Qualifications Ability to multi-task and prioritize workload...

  • Retirement Plan Specialist

    1 day ago

    La Palma, United States Automatic Data Processing Full time

    Sales At ADPUnlock your career potential: Sales at ADP. It takes a relentless team to lead an industry. ADP's world-class sales team is driving our global growth as a worldwide leader of workforce solutions. If you believe in the power of relationships, we'll give you the tools, training, and support you need to connect with new and current customers,...

  • Sr. Procurement Specialist

    7 days ago

    Monroe, LA, United States Jobot Full time

    A great company to work for to make an impact in your local community. A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. This Jobot Job is hosted by: Kirk Morgan Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $70,000 -...