In-Office AI-Driven Operations Support II (Finance)

Advisor Group Inc.; Kentucky; On-site; USD 50,000 - 60,000; 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. is offering an Operations Support II role at Premier Trust in Henderson, NV. The position focuses on streamlining processes, balancing transactions, and assisting management with confidential, compliant operations.

Requires 2–3 years of related experience, proficiency in Microsoft Office, and ability to work in a fast-paced office environment. In-office role with comprehensive benefits and annual bonus opportunity.

Qualifications

• Proficiency with Microsoft Office, Outlook, PowerPoint, Excel and other business software.
• Experience using AI tools or technology to streamline procedures and improve accuracy.
• Strong communication, active listening and customer service skills.
• Ability to analyze complex problems, apply rules and sound judgment.

Responsibilities

• Assist in streamlining processes and improving operational efficiency with AI tools.
• Process, post, and balance daily transactions and maintenance transactions.
• Close accounts; assign CUSIP numbers; set up assets and liabilities.
• Reconcile company balance sheets and third-party accounts.
• Handle cash movements including wires, deposits, ACH, and checks.
• Provide backup support to department management and staff.
• Respond to inquiries with effective customer service and escalate issues as needed.

Skills

Microsoft Office

AI tools usage

Communication skills

Active listening

Customer service

Problem analysis

Confidentiality

Team collaboration

Education

High School Diploma or equivalent

Job description

Advisor Group Inc. is offering an Operations Support II role at Premier Trust in Henderson, NV. The position focuses on streamlining processes, balancing transactions, and assisting management with confidential, compliant operations.

Requires 2–3 years of related experience, proficiency in Microsoft Office, and ability to work in a fast-paced office environment. In-office role with comprehensive benefits and annual bonus opportunity.