4 process documentation specialist jobs at 3 companies in Waverly, NE
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Operations Processing Specialist
Scottsdale or Atlanta or La Vista or Oakdale or St. Petersburg
$43k-$48k/yrOnsiteFull Time
Osaic: Provides wealth management services to independent financial advisors.
1+ YOEProcess brokerage documents with accuracy, review for completeness, ensure regulatory compliance, and support client account transfers. Strong attention to detail and communication required.
Excel, Word, Outlook, Internet, Envestnet Wealth Management Platform
Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg
$43k-$48k/yrOnsiteFull Time
Osaic: Wealth management platform for independent financial professionals
High school diploma, strong attention to detail, proficiency with Microsoft Office and Windows, customer-focused, ability to process and validate brokerage account documents within SLAs.
Windows, Microsoft Excel, Microsoft Word, Microsoft Outlook, Envestnet
Marick Mechanical: Provides commercial HVAC, refrigeration, and plumbing services.
2+ YOEProcess and verify vendor invoices, perform reconciliations, assist month-end close, maintain AP documentation, and support finance leadership. Requires 2+ years accounting experience and strong communication and analytical skills.
CharterWest Bank: A bank helping customers achieve homeownership through mortgage lending and financial services.
Requires mortgage processing or administrative experience, strong organization and attention to detail, communication skills, computer proficiency, fast-paced work ability, and a high school diploma or equivalent.