Business Process Administrator

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

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation

Sick time

Volunteer days

Job summary

Osaic's Premier Trust in Henderson, NV, is seeking a Business Process Administrator to handle basic office duties and customer relations. This full-time, in-office role supports integrity and efficiency across daily operations.

Responsibilities include organizing files, mail handling, data input, and maintaining strict confidentiality, with adherence to BSA/AML/OFAC policies. Requires a HS diploma and MS Office proficiency; competitive benefits are offered.

Qualifications

• HS Diploma or GED required; background in finance or banking preferred.
• Proficiency with Microsoft Office applications (Word, Excel).
• Strong interpersonal and communication skills; ability to work in a fast-paced environment.

Responsibilities

• Organizes and maintains customer account files.
• Receives, scans, and distributes mail; manages outgoing correspondence.
• Provides effective customer service and redirects inquiries to appropriate partners.
• Operates computer, copier, scanner to input and process data.
• Maintains confidentiality of all records and data.
• Complies with BSA/AML/OFAC policies and verifies identities.
• Comply with company policies and training; participate in annual compliance training.
• All other duties as assigned.

Skills

Microsoft Office

Interpersonal skills

Prioritization

Education

HS Diploma or GED

Job description

Office Administration Opportunity in Financial Services

Business Process Assistant, Premier Trust

Location(s):

Henderson

Role Type:

Full time (5 Days Weekly in Office)

Salary:

$30,000 - $33,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

We are seeking a Business Process Administrator to join the team within Premier Trust, a member of Osaic. The position of Business Process Administrator is responsible for ensuring the basic administration of general office duties. This includes administrative duties as needed and will represent the company by maintaining good customer relations.

Responsibilities:

• Organizes and maintains customer account files.
• Receives, scans, and distributes incoming mail/correspondence and cares for outgoing mail/correspondence.
• Provides effective customer service and directs incoming inquiries from internal and external customers to the appropriate partners.
• Operates computer, copier, scanner etc. to input and process data.
• Maintains strict confidentiality of all records and data received and produced.
• Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
• Comply with all company policies and procedures, state laws and regulations.
• Participate in required annual BSA/AML/OFAC and Compliance Training.
• All other duties as assigned

Education Requirements:

• H.S. Diploma or equivalent (GED) required and or the equivalent combination of education and experience. Work related experience should consist of administrative duties in the area assigned (such as Branch Banking, Human Resources, IT, Loan Processing, Marketing, Administration, CRA/Community Development, Trust etc.) with a financial institution background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.

Basic Requirements:

• Knowledge of Microsoft applications (Word, Excel etc.).
• Effective interpersonal and communication skills.
• Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.