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Account Processing Specialist Jobs (NOW HIRING)

Osaic

Operations Processing Specialist

Omaha, NE · On-site

$43K - $48K/yr

We are seeking a detail-oriented Processing Specialist to join our Financial Services team ... Process brokerage account documents with a high degree of accuracy and within established service ...

Osaic

Operations Processing Specialist

Oakdale, MN · On-site

$43K - $48K/yr

We are seeking a detail-oriented Processing Specialist to join our Financial Services team ... Process brokerage account documents with a high degree of accuracy and within established service ...

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$48K - $50K/yr

Current Employees and Contractors Apply HereOsaic Careers Investment Advisory Processing Specialist ... You will facilitate the opening and maintaining of the accounts on specialized advisory programs ...

Osaic

Operations Processing Specialist

Scottsdale, AZ · Hybrid

$43K - $48K/yr

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates ... Process brokerage account documents with a high degree of accuracy and within established service ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

Current Employees and Contractors Apply HereOsaic Careers Investment Advisory Processing Specialist ... You will facilitate the opening and maintaining of the accounts on specialized advisory programs ...

Covista

Processing Specialist

Lisle, IL · On-site

$17 - $24/hr

Utilizes appropriate systems to process Direct Bill, VA and/or account receivable with accuracy. * Posts and reviews payment records including EFT, check and credit transactions. * Demonstrates ...

Covista

Processing Specialist

Lisle, IL · Hybrid

Utilizes appropriate systems to process Direct Bill, VA and/or account receivable with accuracy. * Posts and reviews payment records including EFT, check and credit transactions. * Demonstrates ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$53K - $55K/yr

The Investment Advisory Billing Specialist i s responsible for processing billing-related ... Review account data to ensure billing accuracy and identify discrepancies. * Follow defined ...

Osaic

IA Processing Specialist

La Vista, NE · Hybrid

$53K - $55K/yr

The Investment Advisory Billing Specialist i s responsible for processing billing-related ... Review account data to ensure billing accuracy and identify discrepancies. * Follow defined ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$53K - $55K/yr

The Investment Advisory Billing Specialist i s responsible for processing billing-related ... Review account data to ensure billing accuracy and identify discrepancies. * Follow defined ...

Covista

Processing Specialist

Lisle, IL · On-site

$17 - $24/hr

Utilizes appropriate systems to process Direct Bill, VA and/or account receivable with accuracy ... Posts and reviews payment records including EFT, check and credit transactions. * Demonstrates ...

Osaic

IA Processing Specialist

Petersburg, VA · Hybrid

$53K - $55K/yr

The Investment Advisory Billing Specialist i s responsible for processing billing-related ... Review account data to ensure billing accuracy and identify discrepancies. * Follow defined ...

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Account Processing Specialist information

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How much do account processing specialist jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for account processing specialist in the United States is $22.28, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $25.00 per hour, depending on experience, location, and employer.

What is an account processing specialist?

An Account Processing Specialist is a professional responsible for managing and processing financial transactions, account records, and related documentation for an organization. They ensure the accuracy and integrity of account information by verifying data, reconciling discrepancies, and maintaining up-to-date records. Their work often involves using specialized software to process payments, update account statuses, and support internal audit processes. Account Processing Specialists play a crucial role in supporting the financial operations of businesses, banks, or other institutions where precise account management is essential.

What are the key skills and qualifications needed to thrive as an account processing specialist?

To thrive as an Account Processing Specialist, you need strong attention to detail, organizational skills, and a solid understanding of financial or administrative processes, often supported by an associate degree or relevant work experience. Familiarity with financial software systems, databases, and Microsoft Office Suite is typically required. Excellent communication, problem-solving abilities, and a commitment to accuracy make someone stand out in this position. These skills ensure transactions are processed correctly, errors are minimized, and overall workflow efficiency is maintained in financial or administrative environments.

What are some common challenges account processing specialists face and how can they overcome them?

Account Processing Specialists often encounter challenges such as managing high volumes of transactions with tight deadlines and maintaining accuracy in data entry. To overcome these, it's important to develop strong organizational skills, become proficient with relevant software systems, and regularly double-check work for errors. Effective communication with team members and other departments also helps ensure any discrepancies or issues are resolved quickly. Staying adaptable and open to feedback can further enhance efficiency and job satisfaction in this role.

What is the difference between Account Processing Specialist vs Accounts Payable Clerk?

AspectAccount Processing SpecialistAccounts Payable Clerk
CredentialsHigh school diploma or equivalent; some roles may require accounting certificationsHigh school diploma; some roles may prefer accounting or finance coursework
Work EnvironmentOffice setting, handling financial transactions and account managementOffice environment, focusing on invoice processing and payment management
Employer & IndustryFinancial institutions, corporations, accounting firmsBusinesses, government agencies, accounting departments
Common Search & ComparisonAccount Processing Specialist vs Accounts Payable Clerk

The Account Processing Specialist and Accounts Payable Clerk roles both involve financial transaction handling in office settings. While the Specialist may manage broader account activities, the Clerk primarily focuses on processing invoices and payments. Both positions often require similar educational backgrounds and are used across various industries, making them common points of comparison for job seekers and employers alike.

More about Account Processing Specialist jobs

What job categories do people searching Account Processing Specialist jobs look for?

The top searched job categories for Account Processing Specialist jobs are:

Account Processing Specialist jobs near you
Infographic showing various Account Processing Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,335 per year, or $22.3 per hour.

Ops Processing Specialist

TRC Talent Solutions

Saint Petersburg, FL • Hybrid

Full-time

Posted 15 days ago

Job description

TRC has partnered with a leading wealth management firm to hire a Operations Processing Specialist. This is a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the U.S., offering a strong culture, competitive benefits, and long-term growth.
Hybrid Schedule: 4 days onsite, 1 day remote.
Hours of Operation: 7:30 AM 7:30 PM (8-hour shifts).
Location: St Pete, FL
Role Overview
The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests. This role is integral to advisor transitions, account onboarding, account maintenance, and day-to-day brokerage operations in a fast-paced environment.
Key Responsibilities

  • Prepare and process account opening, maintenance, rep change, and transition paperwork

  • Support independent financial advisors with high-quality client service

  • Review and follow up on brokerage and non-brokerage account requests

  • Serve as a subject matter resource within brokerage operations

  • Coordinate with clearing firms and update workflow systems

  • Answer inbound/outbound calls and document activity accurately

  • Cross-train and provide backup support during high-volume periods

Qualifications

  • 23 years of related experience; financial services experience preferred

  • Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)

  • Ability to learn brokerage systems (NetX360, Wealthscape, Salesforce, FEI, eQuipt)

  • Strong attention to detail, organization, and time management skills

  • Bachelors degree preferred; high school diploma or GED required

  • Preferred: FINRA SIE and/or Series 7, broker-dealer experience, Smartsheet or Envestnet exposure.

Company Description:
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
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