Operations Processing Specialist

About TRC:TRC Talent Solutions is partnering with a growing financial services organization seeking a detail-oriented Processing Specialist to support brokerage operations and account processing activities. This is an excellent opportunity for someone looking to build a long-term career within the financial services industry while gaining exposure to operations, compliance, and advisor support functions.SummaryThe Processing Specialist is responsible for reviewing, validating, and processing brokerage account documentation while ensuring accuracy, compliance, and timely completion of requests. This role works closely with financial professionals, custodians, clearing firms, and internal teams to support efficient account operations and deliver a high level of service.ResponsibilitiesProcess brokerage account documentation accurately and within established service timelinesReview incoming documentation for completeness and compliance with firm requirementsAnswer inbound calls from financial professionals in a professional and timely mannerValidate transactions against firm policies, regulatory requirements, and operational standardsMaintain accurate records and audit trails for processed transactionsCommunicate with financial advisors, custodians, clearing firms, and external partners regarding account requestsBuild strong working relationships with internal teams, vendors, and financial professionalsSupport operational efficiency and ensure a high level of customer service throughout the processing lifecycleRequirementsStrong customer service mindset and professionalismInterest in building a career within the financial services industryStrong attention to detail and accuracyAbility to read and interpret company policies, operational procedures, and technical documentationStrong communication and organizational skillsAbility to manage multiple priorities in a fast-paced environmentPrior financial services, operations, processing, or administrative experience preferredTRC 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