Financial Services Office Admin & Process Specialist

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

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.