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Brokerage Transitions Specialist - Hybrid Office
Job in
Oakdale, Washington County, Minnesota, USA
Listed on 2026-01-07
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading financial services firm is seeking a Transition Processing Specialist in Oakdale, MN. This full-time role involves accurately processing paperwork related to client accounts and supporting independent financial advisors. The candidate will require a strong proficiency in Microsoft Office, organizational skills, and attention to detail. A bachelor's degree is preferred, and prior experience in financial services is beneficial. The company offers a competitive salary and benefits package, including health and 401k plans.
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