Processing Specialist
The Palmer Group · thepalmergroup.com
DallasHybridEntry level1+ yrs
Subscribers got this job on 17 October 2026.
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The job in short
Financial transaction processing and account maintenance.
Compliance
Details
- Found
- 9 d ago · posted 2026-10-16
- Location as listed
- Dallas, Texas
- Role
- Finance (other)
- Source
- The company’s own careers site
Full description
We are seeking a detail-oriented, motivated Processing Specialist to support key operational functions in a fast-paced financial services environment. This role is ideal for someone who enjoys problem-solving, working with data, and ensuring transactions are processed accurately and efficiently. If you're looking for an opportunity to gain valuable experience in financial operations while working with a collaborative team, we'd love to hear from you. Apply today!
Work Model:
• Hybrid
• On-site three days per week
What You Will Do:
• 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 a variety of financial products, software applications, and internal systems
• Ensure compliance with company policies, procedures, and regulatory requirements
• Perform data entry, research, and routine problem resolution
• Collaborate with team members to support departmental goals
• Complete additional duties and special projects as assigned
What You Will Need to Be Successful:
• High school diploma or GED required; bachelor's degree preferred
• 1+ year of experience using Microsoft Office, with financial services experience preferred
• Experience processing high-volume transactions, account maintenance, or operational workflows in a deadline-driven environment
• Strong attention to detail with a commitment to quality, accuracy, and sound judgment
• Excellent organizational, problem-solving, and time management skills with the ability to manage multiple priorities
• Self-motivated professional with strong written and verbal communication skills who can build relationships, work independently, and adapt in a fast-paced environment
Benefits Overview:
• 401k
• Major health insurances
• Employee Stock Ownership Plan (ESOP)
• Click here for a complete list of benefits
Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email [email protected].
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