Operations Support II

Advisor Group; Henderson (NV); On-site; USD 50,000 - 60,000; Full time

Job summary

Osaic is hiring for an Operations Support II role in Henderson, NV. The position focuses on streamlining processes and improving efficiency through AI tools, while providing operational support for trust officers and administrators.

You will handle transactions, account maintenance, cash movements, and routine inquiries in a confidential, compliant environment. The role requires a high school diploma and 2–3 years of related experience, with proficiency in Microsoft Office.

Qualifications

• Two to three (2-3) years of related experience and/or training, or an equivalent combination of education and experience.
• Experience using AI tools or technology to streamline procedures and improve efficiency preferred.
• Proficiency with Microsoft Office suite and business software applications.

Responsibilities

• Assist with streamlining processes and improving operational efficiency through AI tools and technology.
• Process, post, and balance daily transactions, including maintenance transactions as needed.
• Close accounts; assign CUSIP numbers; set up assets and liabilities; reconcile balances.

Skills

Communication

Customer service

Analytical thinking

Organizational skills

Attention to detail

Confidentiality

Teamwork

Time management

Education

High School Diploma or equivalent

Tools

Microsoft Office

Outlook

PowerPoint

Excel

Job description

Premier Trust Opportunity in Financial Services

Operations Support II, Premier Trust

Location: 2270 Corporate Circle, Suite 200, Henderson, NV 89074

Type: Full-time (5 days weekly in office – Monday to Friday)

Salary: $50,000 - $60,000 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:

The Operations Support II position will assist with streamlining processes and improving efficiency through the appropriate use of AI tools and technology. The position also provides operational and administrative support to department management, trust officers, and administrators. This role is responsible for processing and balancing transactions, maintaining accounts, reconciling company and third-party account activity, handling cash movements, responding to routine inquiries, and supporting accurate, confidential, and compliant operations.

Responsibilities:

• Assist with streamlining processes and improving operational efficiency through the appropriate use of AI tools and technology
• Process, post, and balance daily transactions, including maintenance transactions as needed
• Close accounts; assign CUSIP numbers; set up various assets and liabilities
• Reconcile company account balances and balance third-party accounts
• Handle movements of cash, including wire transfers, deposits, transfers, ACH, and checks
• Provide support to department management; act as a backup for selected duties as needed
• Respond to routine inquiries, provide effective customer service, resolve issues within given authority, and refer escalated matters to appropriate individuals
• Maintain strict confidentiality of all records and data received and produced
• Comply with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), USA PATRIOT ACT, company policies, procedures, state laws, and regulations; report suspected suspicious activity immediately to the BSA/Compliance Officer
• Work independently and collaboratively, attend required meetings and training, give and welcome feedback, uphold organizational values, and complete tasks accurately and on time.

Education Requirements:

• High School Diploma or equivalent required.

Basic Requirements:

• Two to three (2-3) years of related experience and/or training, or an equivalent combination of education and experience, preferred
• Proficiency with Microsoft Office, Outlook, PowerPoint, Excel, and other business software applications
• Experience using AI tools or technology to streamline procedures, improve accuracy, and support operational efficiency preferred
• Strong communication, active listening, and customer service skills
• Ability to analyze complex problems, apply rules and sound judgment, and identify appropriate solutions
• Strong organizational skills with the ability to prioritize work, manage multiple tasks, and meet deadlines
• High attention to detail and commitment to accuracy
• Ability to maintain complete confidentiality of information
• Ability to work independently with limited supervision and effectively collaborate as part of a team
• Ability to maintain regular and predictable attendance

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.