Operations Processing Specialist I

Job Description

Job Description

Launch Your Career in Finance — Join a Team That Values Precision and Growth!

Operations Processing Specialist I
Location Coppell, TX | Onsite

COMPENSATION & SCHEDULE
• $22.00/hour

• 8-hour shifts between 7:00 AM–7:00 PM, Monday–Friday (flexibility required; possible OT)

ROLE IMPACT: This entry-level role plays a critical part in establishing and maintaining client financial accounts across a variety of investment products. As a key operations team member, you’ll ensure the accurate processing of client data and transfers, directly supporting business growth and client satisfaction in a fast-paced financial services environment.

KEY RESPONSIBILITIES
• Learn and perform data entry, account setup, and transaction processing
• Review incoming documentation for accuracy and routing
• Assist with internal case tracking in the client relationship system
• Process transfers and disbursements for brokerage, advisory, and annuity accounts
• Support account changes and workflow adherence across departments

MINIMUM QUALIFICATIONS
• High school diploma
• 1–2 years of experience with transaction processing or administrative tasks
• Strong attention to detail and ability to manage repetitive workflows
• Proficiency in Microsoft Office, especially Excel

CORE TOOLS & SYSTEMS
• Microsoft Excel
• Microsoft Outlook
• Internal CRM system
• Document routing tools
• Data entry applications

PREFERRED SKILLS
• Service orientation with strong active listening and client support mindset
• Coachable, adaptable, and eager to learn new processes
• Strong written and verbal comprehension skills

PRE-EMPLOYMENT REQUIREMENTS
• Background check, credit check, fingerprinting, and education/employment verification required 

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