Transitions Processing Specialist
Company: TRC Talent Solutions
Location: Scottsdale
Posted on: January 5, 2026
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Job Description:
TRC has partnered with a leading wealth management firm to hire
a Wealth Operations Specialist. This is a direct-hire opportunity
with one of the largest and fastest-growing wealth management
organizations in the U.S., offering a strong culture, competitive
benefits, and long-term growth. Hybrid role – 4 days onsite at one
of the following locations: Atlanta, GA • La Vista, NE • Oakdale,
MN • Scottsdale, AZ • St. Petersburg, FL Role Overview The Wealth
Operations Specialist supports independent financial advisors and
internal teams by processing client account documentation and
service requests. This role is integral to advisor transitions,
account onboarding, account maintenance, and day-to-day brokerage
operations in a fast-paced environment. Key Responsibilities
Prepare and process account opening, maintenance, rep change, and
transition paperwork Support independent financial advisors with
high-quality client service Review and follow up on brokerage and
non-brokerage account requests Serve as a subject matter resource
within brokerage operations Coordinate with clearing firms and
update workflow systems Answer inbound/outbound calls and document
activity accurately Cross-train and provide backup support during
high-volume periods Qualifications 2–3 years of related experience;
financial services experience preferred Proficiency with Microsoft
Office (Excel, Word, Outlook, Teams) Ability to learn brokerage
systems (NetX360, Wealthscape, Salesforce, FEI, eQuipt) Strong
attention to detail, organization, and time management skills
Bachelor’s degree preferred; high school diploma or GED required
Preferred: FINRA SIE and/or Series 7, broker-dealer experience,
Smartsheet or Envestnet exposure. Company Description: TRC 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, sexual orientation,
gender identity or expression, marital status, genetic information,
or any other characteristic protected by law. At TRC, we take pride
in fulfilling our opportunity to add value to our client's business
as their staffing partner, while working tirelessly to connect
thousands of individuals each year with work opportunities where
they can meet the needs of their families and have the potential to
build their careers.
Keywords: TRC Talent Solutions, Scottsdale , Transitions Processing Specialist, Accounting, Auditing , Scottsdale, Arizona
