Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
Transitions Processing Specialist
Job details
- Location
- Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
- Work type
- Hybrid
- Compensation
- $50,000 - $55,000/yr
- Posted
- Oct 2, 2026
- Apply on
- advisorgroup.wd1.myworkdayjobs.com
About this role
High school diploma required; 2-3 years relatable work experience; proficiency in Microsoft Word, Excel, Outlook, PowerPoint; must learn NetX360, Wealthscape, FEI, Salesforce, eQuipt; strong communication and organizational skills; ability to work overtime and weekends.
What you'll do at Osaic:
- processing account paperwork
- supporting financial advisors
- managing workflow systems
Apply to this Transitions Processing Specialist role at Osaic with a tailored resume on ApplyBolt.
Ready to apply to Osaic?
ApplyBolt finds matching jobs, tailors your resume, and submits applications for you.