Operations Support II

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

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.

• 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