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Processing Specialist Jobs (NOW HIRING)

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

Current Employees and Contractors Apply HereOsaic Careers Investment Advisory Processing Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port ...

Osaic

IA Processing Specialist

Scottsdale, AZ · Hybrid

$48K - $50K/yr

Current Employees and Contractors Apply HereOsaic Careers Investment Advisory Processing Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port ...

Osaic

Operations Processing Specialist

La Vista, NE · Hybrid

$43K - $48K/yr

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La ...

Osaic

Operations Processing Specialist

Oakdale, MN · Hybrid

$43K - $48K/yr

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La ...

Osaic

Operations Processing Specialist

Atlanta, GA · Hybrid

$43K - $48K/yr

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La ...

Osaic

IA Processing Specialist

Oakdale, MN · Hybrid

$48K - $50K/yr

Investment Advisory Processing Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N ...

Osaic

IA Processing Specialist

Atlanta, GA · Hybrid

$48K - $50K/yr

Investment Advisory Processing Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N ...

Osaic

Operations Processing Specialist

Scottsdale, AZ · Hybrid

$43K - $48K/yr

Customer Service Opportunity in Financial Services Operations Processing Specialist New Graduates Will Be Considered Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La ...

Osaic

IA Processing Specialist

Saint Petersburg, FL · Hybrid

$48K - $50K/yr

Investment Advisory Processing Specialist Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N ...

Equity Bank

Deposit Processing Specialist

Wichita, KS · On-site

Deposit Processing Specialist Department: Deposit Operations Location: Wichita, Kansas Salary: FT Hourly Responsibilities and Expectations * Operations * Process daily proof work to include Remote ...

Records Deposition Service

Be Seen First

Order Processing Specialist

Southfield, MI · On-site

$15/hr

We are looking for a detail-oriented and efficient Order Processing Specialist to handle document requests received from our attorney clients. This role involves reviewing the requests and entering ...

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Processing Specialist information

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$13

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How much do processing specialist jobs pay per hour?

As of Jul 23, 2026, the average hourly pay for processing specialist in the United States is $21.13, according to ZipRecruiter salary data. Most workers in this role earn between $16.35 and $24.76 per hour, depending on experience, location, and employer.

What jobs in the US pay 300,000 a year?

Processing specialists typically do not earn $300,000 annually; high-paying roles in related fields such as healthcare executives, senior financial managers, or specialized IT professionals may reach or exceed this level. Achieving such salaries often requires extensive experience, advanced certifications, or leadership positions in large organizations.

What are Processing Specialists?

Processing Specialists are professionals responsible for managing, organizing, and verifying various types of data or documents within a company. Their main duties often include reviewing information for accuracy, entering data into systems, and ensuring that all processes comply with company policies and regulations. They may work in industries such as banking, insurance, healthcare, or logistics, where efficient handling of large volumes of information is critical. Strong attention to detail, computer proficiency, and the ability to follow procedures are key skills for this role.

What are some common challenges faced by Processing Specialists, and how can they be managed effectively?

Processing Specialists often encounter challenges such as managing high volumes of data or documents under tight deadlines and ensuring accuracy in their work. These challenges can be addressed by developing strong organizational skills, utilizing process automation tools where available, and maintaining clear communication with team members and supervisors. Proactively seeking clarification on ambiguous instructions and regularly reviewing procedures can also help minimize errors. Collaborating with colleagues to share best practices can further enhance efficiency and accuracy in this role.

What jobs pay 4000 a week without a degree?

Processing specialists typically do not earn $4,000 weekly without specialized experience or certifications. High-paying roles that can reach this level often involve sales, real estate, or skilled trades, but most require relevant skills, licenses, or significant experience rather than just a job title. Generally, earning this amount consistently without a degree is uncommon in standard processing roles.

What does a processing specialist do?

A processing specialist is responsible for reviewing, verifying, and managing data or documents to ensure accuracy and completeness. They often use specialized software and follow established procedures to process transactions, applications, or records efficiently and accurately.

What is a process specialist job?

A process specialist is responsible for analyzing, designing, and improving business processes to increase efficiency and effectiveness. They often use tools like flowcharts and data analysis, and may require certifications in process management or quality assurance. The role typically involves collaboration with various departments to optimize workflows and ensure compliance with standards.

What is the difference between Processing Specialist vs Data Entry Clerk?

AspectProcessing SpecialistData Entry Clerk
Required CredentialsHigh school diploma; certifications in data processing or related fieldsHigh school diploma; basic computer skills
Work EnvironmentOffice settings, often in finance, healthcare, or logisticsOffice or remote, primarily handling data input tasks
Employer & Industry UsageFinancial institutions, healthcare providers, logistics companiesAdministrative offices, data management firms

Processing Specialists focus on verifying, processing, and managing complex data transactions, often requiring specific certifications. Data Entry Clerks primarily input data into systems, with less emphasis on verification or processing. Both roles are essential in data management but differ in complexity and scope.

What are the key skills and qualifications needed to thrive as a Processing Specialist, and why are they important?

To thrive as a Processing Specialist, you need strong attention to detail, data entry accuracy, organizational skills, and typically a high school diploma or equivalent. Familiarity with document management systems, spreadsheets, and sometimes industry-specific software is often required. Excellent time management, problem-solving abilities, and effective communication help you excel in this role. These skills ensure efficient processing of information, minimize errors, and support smooth workflow in high-volume environments.
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What states have the most Processing Specialist jobs? States with the most job openings for Processing Specialist jobs include:
What job categories do people searching Processing Specialist jobs look for? The top searched job categories for Processing Specialist jobs are:
What are popular job titles related to Processing Specialist jobs? For Processing Specialist jobs, the most frequently searched job titles are:
Processing Specialist jobs near you
Infographic showing various Processing Specialist job openings in the United States as of July 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $43,948 per year, or $21.1 per hour.
IA Processing Specialist

IA Processing Specialist

Osaic

Atlanta, GA • Hybrid

$48K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 27 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Investment Advisory Processing Specialist

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Non-Exempt

Salary: $48,000-$50,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

The Investment Advisory Processing Specialist uses comprehensive Investment Advisory and Broker dealer knowledge to complete processing tasks specific to advisory accounts. You will facilitate the opening and maintaining of the accounts on specialized advisory programs that include the Wealth Management Platform (WMP). You will utilize a ticketing system to complete requests sent from Financial Professionals (FP) and correspond through Support Center, email or direct phone calls. You will collaborate with other departments and work directly with Envestnet to find solutions. You will also work closely with the IA Support team to find opportunities to support, provide feedback, and improve processes.

Keys: Financial Services, Investment Advisory, WMP (Envestnet), Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations

Responsibilities:

  • Process incoming request that related to Investment Advisory.
  • Complete incoming request timely and accurately.
  • Ability to Pay close attention to detail
  • Driven to meet and exceed deadlines
  • Can work independently
  • Ability to organize, prioritize and handle multiple tasks within established timeframe.
  • Communicate professionally in writing or verbally with coworkers and FPs.
  • Can solve problems while considering company policies/procedures.
  • Create strong working relationships with advisors, their office staff, and peers across the firm.
  • Exercise judgment to avoid escalations.
  • Communicate and partner with others within the Osaic to resolve concerns and issues.
  • Analyze problems, take ownership of issues, and follow through to resolution.
  • Meet stated satisfaction, quality, and production goals.
  • Continuously learn and be flexible with industry changes

Education Requirements:

  • High School Diploma or GED required
  • Bachelor's degree in business, Finance or related field is preferred

Basic Requirements:

  • Minimum 1 years' experience of brokerage experience
  • Minimum 1 year providing customer service; including, proven results in bringing solutions to challenging issues experience.
  • Proficient with NetX360, Wealth Management Platform, Streetscape, SalesForce, Windows Microsoft Excel, Word, Outlook and Internet
  • Ability to verbally communicate effectively with the Advisors regarding service issues.
  • Ability to read and interpret company policies, operations manuals, Pershing manuals, and technical guides.

Preferred Requirements:

  • 1+ years of investment advisory support experience
  • Completion of the FINRA SIE exam
  • FINRA Series 7
  • Experience with Envestnet / Wealth Management Platform
Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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