About this role
IA Processing Specialist at Advisorgroup. Location: Atlanta or La Vista or Oakdale or Scottsdale or St. Petersburg. Role: processing billing, reviewing accounts, maintaining records Requirements: 0–1 years experience in financial services or operations, HS/GED required (Bachelor's preferred), proficiency with Microsoft Office and WMP/NetX360, strong attention to detail and ability to follow structured workflows. Category: Finance and Accounting Seniority: Entry Level Tools: Wealth Management Platform (WMP), Envestnet, NetX360, Microsoft Excel, Microsoft Word, Microsoft Outlook Certifications: finra sie, finra series 7 Commitment: Full Time Workplace: Hybrid Languages: English