Financial Services Office Administrator & Data Coordinator

Osaic; 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, within Premier Trust, is seeking a Business Process Administrator to handle basic office administration and help maintain strong customer relations. The role supports everyday office tasks, file organization, mail processing, and data entry while upholding compliance standards.

The position is full-time and based in Henderson, requiring in-office presence five days a week with opportunities for growth within the financial services space. Competitive benefits apply.

Qualifications

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

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 inquiries to the appropriate partners.
• Operates computer, copier, scanner etc. to input and process data.
• Maintains confidentiality of records and data.
• Comply with BSA/AML/OFAC policies and verify identity of customers before opening accounts.
• Participate in annual BSA/AML/OFAC and Compliance Training.
• All other duties as assigned

Skills

Microsoft Office

Interpersonal skills

Communication skills

Prioritization

Education

High School Diploma

Job description

Osaic, within Premier Trust, is seeking a Business Process Administrator to handle basic office administration and help maintain strong customer relations. The role supports everyday office tasks, file organization, mail processing, and data entry while upholding compliance standards.

The position is full-time and based in Henderson, requiring in-office presence five days a week with opportunities for growth within the financial services space. Competitive benefits apply.