AI-Driven Financial Operations Support II

Advisor Group; Henderson (NV); On-site; USD 50,000 - 60,000; Full time

Job summary

Osaic is hiring for an Operations Support II role in Henderson, NV. The position focuses on streamlining processes and improving efficiency through AI tools, while providing operational support for trust officers and administrators.

You will handle transactions, account maintenance, cash movements, and routine inquiries in a confidential, compliant environment. The role requires a high school diploma and 2–3 years of related experience, with proficiency in Microsoft Office.

Qualifications

• Two to three (2-3) years of related experience and/or training, or an equivalent combination of education and experience.
• Experience using AI tools or technology to streamline procedures and improve efficiency preferred.
• Proficiency with Microsoft Office suite and business software applications.

Responsibilities

• Assist with streamlining processes and improving operational efficiency through AI tools and technology.
• Process, post, and balance daily transactions, including maintenance transactions as needed.
• Close accounts; assign CUSIP numbers; set up assets and liabilities; reconcile balances.

Skills

Communication

Customer service

Analytical thinking

Organizational skills

Attention to detail

Confidentiality

Teamwork

Time management

Education

High School Diploma or equivalent

Tools

Microsoft Office

Outlook

PowerPoint

Excel

Job description

Osaic is hiring for an Operations Support II role in Henderson, NV. The position focuses on streamlining processes and improving efficiency through AI tools, while providing operational support for trust officers and administrators.

You will handle transactions, account maintenance, cash movements, and routine inquiries in a confidential, compliant environment. The role requires a high school diploma and 2–3 years of related experience, with proficiency in Microsoft Office.