Operations Processing Specialist - Cashiering Advisor GroupOperations Processing Specialist - CashieringLa Vista, MinnesotaReview, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing. Osaic Operations Processors are part of a team responsible for the accurate, timely and efficient processing of routine and complex transactions involving money and asset movement, supporting the activities associated within Brokerage Operations.
Operations Processing Specialist - Cashiering OsaicOperations Processing Specialist - CashieringLa Vista, NE$53,000–$58,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
Operations Cashiering Specialist Osaic IncOperations Cashiering SpecialistLa Vista, NEBasic Requirements: 2-3 years relatable or transferable work experience; financial services experience preferred Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint Excellent communication & organizational skills Ability to thrive in a fast paced, entrepreneurial environment STRONG customer focus orientation High attention to detail, analytical mindset, and problem-solving skills Ability to work independently and maintain high levels of quality Ability to work and remain focused under pressure Ability to participate and contribute to a team environment Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills. Responsibilities: Answer internal and external phone calls; make outbound phone calls to our financial professionals Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing Must act as subject matter expert for several different responsibilities within brokerage Operations Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems Create a strong working relationship with vendors, internal stakeholders, and financial professionals Keep up to date on changes to industry and business processes All other duties as assigned.
Operations Processing Specialist - Cashiering Osaic IncOperations Processing Specialist - CashieringLa Vista, NE$53,000–$58,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
Operations Processing Manager - Cashiering OsaicOperations Processing Manager - CashieringLa Vista, NE$68,000–$73,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Must become proficient with the following systems: NetX360+, Wealthscape, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), eQuipt and other assigned back-office functions.
Ops Processing Specialist - Cashiering OsaicOps Processing Specialist - CashieringLa Vista, NE$48,000–$52,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing.
Ops Processing Specialist - Cashiering Osaic IncOps Processing Specialist - CashieringLa Vista, NECashiering Specialist Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 (#1 preferred location) Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Production Support Analyst Osaic IncProduction Support AnalystLa Vista, NEWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: Production Support Specialist will be a member of IA Platform Production Support Team, a group of subject matter experts on the operations of the firm's investment advisory platform, WMP (Wealth Management Platform), and the business application in an advisory practice.
Operations Processing Specialist OsaicOperations Processing SpecialistLa Vista, NE$43,000–$48,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Operations Processing Specialist Osaic IncOperations Processing SpecialistLa Vista, NE$43,000–$48,000 / yearPrior Experience or Exposure Including: Financial Services, Investment Advisory, Billing, Accounting, Customer Service, Advisor Support, Client Support, Operations Support, Account Management, Broker-Dealer, Financial Advisor, Support Representative, Customer Service Representative, Back Office Operations. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Director of Employee Benefits Operations Hub International InsuranceDirector of Employee Benefits OperationsOmaha, NebraskaWhen you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Manage all aspects of strategic, operational and administrative excellence including budget preparation, resource allocation, growth & mentorship, compliance, performance evaluations, workflow efficiencies, and identifying opportunities for efficiency and savings within department.
Director of Employee Benefits Operations Hub International LtdDirector of Employee Benefits OperationsOmaha, NEWhen you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Manage all aspects of strategic, operational and administrative excellence including budget preparation, resource allocation, growth & mentorship, compliance, performance evaluations, workflow efficiencies, and identifying opportunities for efficiency and savings within department.
Compliance Analyst OsaicCompliance AnalystLa Vista, NEWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Creates representative summaries detailing negative trends including high rates of variable annuity replacements, mutual fund B-share and C-share concerns, high rates of mutual fund switching, alternative investment liquidity issues, etc.
NewTributary Capital Management: Trading/Operations Associate First National Bank of OmahaTributary Capital Management: Trading/Operations AssociateOmaha, NebraskaTrading: Provide timely and accurate equity trading for Tributary client accounts across various platforms utilizing Advent’s Moxy Trade Order Management System and various client directed trading platforms. Primary duties include implementation of Portfolio Manager directed equity trades in client accounts, as well as investing or raising funds as needed to satisfy individual client needs.