Banking Admin & Compliance Specialist (In-Office)

Advisor Group Inc.; Henderson (NV); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Advisor Group Inc. in Henderson, NV is seeking a Business Process Administrator within Premier Trust, a unit of Osaic. The role is focused on basic office administration, customer relations, and data processing to support daily operations.

Responsibilities include organizing files, handling mail, assisting inquiries, maintaining confidentiality, and ensuring compliance with BSA/AML/OFAC policies as part of the daily workflow.

Qualifications

• H.S. Diploma or GED required.
• Experience with administrative duties in financial institutions is a plus.
• Strong MS Office skills and communication abilities are essential.

Responsibilities

• Organizes and maintains customer account files.
• Receives, scans, and distributes incoming mail and handles outgoing mail.
• Provides effective customer service and directs inquiries to the appropriate partners.
• Operates office equipment and inputs data into systems.
• Maintains confidentiality of all records and data.
• Complies with BSA/AML/OFAC policies and training requirements.

Skills

MS Word

MS Excel

Education

HS Diploma or GED

Tools

Microsoft Office Suite

Job description

Advisor Group Inc. in Henderson, NV is seeking a Business Process Administrator within Premier Trust, a unit of Osaic. The role is focused on basic office administration, customer relations, and data processing to support daily operations.

Responsibilities include organizing files, handling mail, assisting inquiries, maintaining confidentiality, and ensuring compliance with BSA/AML/OFAC policies as part of the daily workflow.