About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This Processing Specialist role supports daily operational functions in a fast-paced financial services environment. You will focus on accurate, timely transaction processing and operational problem solving while working with a collaborative team.

• Process daily operational activities including asset movements, account transfers, and new account setup and maintenance
• Complete routine and complex transactions accurately, efficiently, and within established deadlines
• Identify, research, and resolve operational issues proactively
• Follow established procedures to meet service level agreements and quality standards
• Learn, utilize, and support financial products, software applications, and internal systems
• Ensure compliance with company policies, procedures, and regulatory requirements
• Perform data entry, research, and routine problem resolution for high-volume workflows
• Collaborate with team members to support departmental goals and complete special projects as assigned

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Qualifications

• High school diploma or GED required; bachelor’s degree preferred
• 1+ year experience using Microsoft Office (Excel, Word); financial services or operations experience preferred
• Experience processing high-volume transactions, account maintenance, or operational workflows in a deadline-driven environment
• Strong attention to detail and commitment to quality, accuracy, and sound judgment
• Excellent organizational, problem-solving, and time-management skills with the ability to manage multiple priorities
• Self-motivated with strong written and verbal communication skills; able to build relationships and work independently in a fast-paced environment
• Work model: Hybrid — on-site three days per week (Dallas, TX)

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Compensation & Benefits

• Pay: $19.00 per hour
• Retirement: 401(k)
• Health: Major health insurance plans
• Ownership: Employee Stock Ownership Plan (ESOP)
• Additional benefits: Full benefits package available

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Why You’ll Like Working with Our Client

You’ll join a collaborative team where attention to detail, operational accuracy, and continuous improvement are valued. This role provides hands-on experience in financial operations and opportunities to learn systems and product workflows that support career growth.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.