About this role
IA Processing Specialist at Advisorgroup. Location: La Vista or Oakdale or Scottsdale or St. Petersburg or Atlanta. Role: processing billing, reviewing accounts, resolving issues Requirements: Process advisory account billing with attention to detail; 0–1 years experience acceptable; HS diploma required; proficiency with Microsoft Office, WMP/Envestnet/NetX360; strong organization and communication skills. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Wealth Management Platform (WMP), Envestnet, NetX360 Certifications: finra sie, finra series 7 Commitment: Full Time Workplace: Hybrid Languages: English