Brokerage Transitions Specialist - Hybrid Office
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-01-07
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
-
Administrative/Clerical
Job Description & How to Apply Below
A financial services firm in Atlanta is looking for a Transitions Processing Specialist to efficiently handle client paperwork related to account management. The role requires 2-3 years of experience, preferably in financial services, with proficiency in Microsoft applications. You will support independent financial advisors by providing high-quality service, ensuring accuracy in documentation, and managing multiple tasks in a fast-paced environment.
A hybrid work schedule applies, requiring some on-site presence.
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