Financial Services Admin & Process Specialist

advisorgroup; 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

Osaic is seeking a Business Process Administrator to join Premier Trust in Henderson, NV. This full-time, in-office role focuses on basic office administration, customer relations, and day-to-day operations support.

Responsibilities include organizing client files, handling mail, assisting inquiries, data entry, confidentiality, and compliance with BSA/AML/OFAC policies. A high school diploma and MS Office proficiency are required.

Qualifications

• High School Diploma or GED required; experience in general office/financial service admin preferred.
• Knowledge of Microsoft Word, Excel and other MS Office applications.
• Strong interpersonal and communication skills; ability to set priorities and meet goals.

Responsibilities

• Organizes and maintains customer account files.
• Receives, scans, and distributes incoming mail and maintains outgoing mail.
• Provides effective customer service and routes inquiries to appropriate partners.
• Operates office equipment to input and process data.
• Maintains confidentiality of all records and data.
• Complies with BSA/AML/OFAC policies and verifies identity per regulations.
• Participates in annual BSA/AML/OFAC compliance training.
• All other duties as assigned.

Skills

Interpersonal communication

Customer service

Time management

Education

High School Diploma or GED

Tools

Microsoft Word

Microsoft Excel

Job description

Osaic is seeking a Business Process Administrator to join Premier Trust in Henderson, NV. This full-time, in-office role focuses on basic office administration, customer relations, and day-to-day operations support.

Responsibilities include organizing client files, handling mail, assisting inquiries, data entry, confidentiality, and compliance with BSA/AML/OFAC policies. A high school diploma and MS Office proficiency are required.