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Brokerage Transitions & Onboarding Specialist

Job in Oakdale, Washington County, Minnesota, USA
Listing for: Osaic
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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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