Osaic
A financial services firm located in Oakdale is seeking a Transition Processing Specialist responsible for processing paperwork related to client accounts. The ideal candidate will have a Bachelor's degree and 2-3 years of relatable experience. Responsibilities include reviewing data, ensuring efficient paper processing, and providing exceptional service to financial advisors. This full-time role requires hybrid attendance at the Oakdale office, and competitive benefits including health insurance and a performance-based bonus. Applicants must be proficient in Microsoft programs.
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