Business Process Administrator

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

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.