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Brokerage Transitions Specialist - Hybrid Office
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-01-07
Listing for:
Advisor Group
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Banking & Finance -
Administrative/Clerical
Banking & Finance
Job Description & How to Apply Below
A financial services company is seeking a Transitions Processing Specialist to ensure accurate and efficient processing of client accounts. The role focuses on supporting financial advisors with processing paperwork and requires a high school diploma or equivalent, with a preference for a bachelor's degree. Candidates should possess 2-3 years of relevant experience, be proficient in Microsoft Office, and be detail-oriented.
This position offers a hybrid work schedule and a salary range of $45,000 - $55,000 annually, plus performance bonuses.
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