Operations Processing Specialist

About the role

Osaic is hiring a full-time, non-exempt Operations Processing Specialist in its Document Services team in Scottsdale, Arizona. The specialist supports the intake, processing, routing and management of physical and electronic documents, ensuring they are handled accurately, securely and in line with industry standards. The position requires full-time, on-site attendance five days a week at the Scottsdale office.

Key responsibilities

• Process incoming and outgoing mail, including return mail, accurately and on time
• Review, sort and prepare documents for scanning, imaging and distribution
• Scan, print and copy documents
• Route documents through internal workflow and imaging systems to the right business units
• Monitor and update workflows so documents are tracked and completed on time
• Support document retention, recordkeeping and secure handling
• Take part in process-improvement projects and maintain accurate records in internal systems
• Communicate with internal teams to resolve issues and answer inquiries
• Shift priorities as business needs change, assist with high-volume workloads, cross-train and perform other duties as assigned

Required profile

• High school diploma or equivalent
• 2-3 years of relatable or transferable work experience; financial services experience preferred
• Ability to work in a fast-paced environment with accuracy and efficiency
• Strong organization, multitasking and problem-solving skills
• Detail-oriented, team-oriented and client-focused
• Willingness to work overtime, including weekends when needed

Required skills

• Proficiency in Microsoft Office (Excel, Word, Outlook, Teams)
• Ability to learn quickly: NetX360, Wealthscape, Front-End Imaging (FEI), Salesforce, eQuipt and other back-office systems
• Preferred: 2+ years in financial services operations or a broker-dealer setting, familiarity with workflow/imaging/document management systems, FINRA Series 7 license

What we offer

• Salary of $40,000-$42,000 per year plus an annual performance-based bonus
• Health, vision and dental insurance, 401k, paid time away and volunteer days