Ops Processing Specialist - Cashiering

Osaic is a prominent and rapidly growing financial services firm committed to providing exceptional support and services in the brokerage industry. With multiple strategic hub locations across the United States, including Scottsdale, AZ; Atlanta, GA; La Vista, NE; Oakdale, MN; and St. Petersburg, FL, Osaic fosters a collaborative, hybrid work environment requiring employees to work at least four days a week onsite. Renowned for its commitment to diversity, inclusion, and equal opportunity employment, Osaic ensures that every team member contributes meaningfully to the company's continued success in the highly competitive financial sector. The company places a strong emphasis on both professional growth and work-life balance by offering a comprehensive benefits package and a positive workplace culture. Osaic's competitive compensation ranges from $48,000 to $52,000 annually, complemented by an annual performance-based bonus, reflecting the company’s investment in rewarding talent fairly based on experience, skills, and education.

The Operations Cashiering Specialist role at Osaic is a vital position within the Brokerage Operations team. This full-time, non-exempt role centers on managing and processing routine and complex financial transactions with the utmost accuracy and efficiency. The specialist serves as a key operator in handling brokerage account activities, including money and asset movement. Responsibilities extend beyond routine processing; the role requires acting as a subject matter expert on multiple brokerage operational functions and providing backup support across teammates to handle variations in workload effectively. Osaic’s Operations Cashiering Specialists interact closely with financial professionals, clearing firms, vendors, and internal stakeholders to ensure smooth transaction processing and continuous improvement of operational procedures.

This position demands excellent communication and organizational abilities, attention to detail, a strong customer focus, and advanced problem-solving skills. The role is designed for those who thrive in fast-paced, entrepreneurial environments, are adaptable to evolving technologies and processes, and are keen to develop an in-depth understanding of securities industry rules and brokerage operations best practices. The position provides opportunities to grow financial services expertise using internal systems like NetX360, Front-End Imaging (FEI), and Salesforce, further enhancing one’s career in the brokerage field.

Osaic values a well-rounded educational background and practical experience; while a bachelor’s degree is preferred, candidates with a high school diploma and significant relevant experience are considered. The company encourages continuous learning, with preferred qualifications including familiarity with CRM platforms and securities industry certifications such as the FINRA Series 7 license or the SIE exam.

In summary, joining Osaic as an Operations Cashiering Specialist means becoming part of a forward-thinking team focused on operational excellence and delivering exceptional client service in a supportive and dynamic work environment. The role offers competitive pay, excellent benefits, and the chance to contribute to a recognized leader in financial services operations whose inclusive culture celebrates diversity across all facets.