Operations Processing Specialist
TRC Talent Solutions
Sandy Springs GA 30339 US
At TRC Talent Solutions, we partner with industry-leading organizations to connect exceptional professionals with outstanding career opportunities. We are currently partnering with one of the largest and fastest-growing wealth management firms in the United States to identify an Operations Processing Specialist for a direct-hire opportunity.
Summary
The Operations Processing Specialist plays a key role in supporting independent financial advisors and internal operations teams through the processing of client account documentation and service requests. This position supports advisor transitions, account onboarding, account maintenance, and day-to-day brokerage operations within a fast-paced financial services environment.
The ideal candidate is detail-oriented, organized, and committed to delivering exceptional service while ensuring accuracy and compliance across operational processes.
Responsibilities
Prepare and process account opening, maintenance, representative change, and advisor transition paperwork
Support independent financial advisors with timely and accurate operational assistance
Review, process, and follow up on brokerage and non-brokerage account requests
Serve as a resource for brokerage operations processes and procedures
Coordinate with clearing firms and internal departments to resolve account-related issues
Update workflow systems and maintain accurate documentation
Handle inbound and outbound calls while documenting client and advisor interactions
Assist with account onboarding and ongoing account servicing activities
Cross-train across operational functions and provide support during peak volume periods
Maintain high levels of accuracy, compliance, and client service
Requirements
2–3 years of related operations, client service, or financial services experience
Financial services industry experience preferred
Proficiency with Microsoft Office, including Excel, Word, Outlook, and Teams
Strong attention to detail, organization, and time management skills
Ability to learn and navigate brokerage and operational platforms
Excellent communication and customer service skills
Ability to prioritize multiple tasks in a fast-paced environment
High School Diploma or GED required
Bachelor's degree preferred
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.