AI-Driven Operations Specialist II — Financial Services

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time off

Volunteer days

Job summary

Osaic’s Premier Trust is seeking an Operations Support II to streamline processes and support trust management through AI-enabled tools. You will balance transactions, maintain accounts, reconcile activity, handle cash movements, and respond to inquiries, ensuring compliant, confidential operations.

The role requires 2-3 years of related experience, a high school diploma or equivalent, and proficiency with Microsoft Office suite.

Qualifications

• High School diploma or equivalent required.
• 2-3 years of related experience and/or training preferred.
• Proficiency with Microsoft Office, Outlook, PowerPoint, Excel, and other business software applications.
• Experience using AI tools to streamline procedures and improve accuracy preferred.
• Strong communication, active listening, and customer service skills.
• Ability to analyze complex problems, apply rules and sound judgment, and identify solutions.
• Strong organizational skills to prioritize tasks and meet deadlines.
• High attention to detail and commitment to confidentiality.

Responsibilities

• Assist with streamlining processes and improving operational efficiency through the appropriate use of AI tools and technology
• Process, post, and balance daily transactions, including maintenance transactions as needed
• Close accounts; assign CUSIP numbers; set up various assets and liabilities
• Reconcile company account balances and balance third-party accounts
• Handle movements of cash, including wire transfers, deposits, transfers, ACH, and checks
• Provide support to department management; act as a backup for selected duties as needed
• Respond to routine inquiries, provide effective customer service, resolve issues within given authority, and refer escalated matters to appropriate individuals
• Maintain strict confidentiality of all records and data received and produced
• Comply with BSA/AML/USA PATRIOT ACT and company policies; report suspected activity to BSA/Compliance
• Work independently and with team, attend required meetings and training, and complete tasks accurately and on time

Skills

Communication skills

Active listening

Customer service

Analytical thinking

Attention to detail

Confidentiality

Teamwork

Problem solving

Education

High School diploma or equivalent

Tools

Microsoft Office

Outlook

PowerPoint

Excel

Job description

Osaic’s Premier Trust is seeking an Operations Support II to streamline processes and support trust management through AI-enabled tools. You will balance transactions, maintain accounts, reconcile activity, handle cash movements, and respond to inquiries, ensuring compliant, confidential operations.

The role requires 2-3 years of related experience, a high school diploma or equivalent, and proficiency with Microsoft Office suite.