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  

LEGAL NOTICE
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This is a full time direct hire role with our client. They are an established aerospace manufacturer specializing in precision-machined components for highly regulated applications. The company offers a stable, quality-focused environment where engineering, programming, and manufacturing teams work closely to produce complex parts that meet strict customer and industry requirements.

Employees have the opportunity to work with advanced machining technology, contribute to process improvements, and support products used across the aerospace industry.

Company Description

This is a full time direct hire role with our client. They are an established aerospace manufacturer specializing in precision-machined components for highly regulated applications. The company offers a stable, quality-focused environment where engineering, programming, and manufacturing teams work closely to produce complex parts that meet strict customer and industry requirements.\r\n\r\nEmployees have the opportunity to work with advanced machining technology, contribute to process improvements, and support products used across the aerospace industry.