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Osaic

Brokerage Transitions & Onboarding Specialist

Osaic, St. Petersburg, Florida, United States, 33739

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A leading financial services firm is seeking a Transition Processing Specialist to manage client account paperwork and provide support to independent financial advisors. This full-time position includes initial classroom training and a hybrid schedule requiring at least 4 days in the office. Candidates should have a bachelor's degree preferred or equivalent experience, with proficiency in Microsoft Office. The role offers competitive compensation and a comprehensive benefits package including health, dental, and vision insurance. #J-18808-Ljbffr