Office Administration Opportunity in Financial Services
Business Process Assistant, Premier Trust
Location(s):
Henderson
Role Type:
Full time (5 Days Weekly in Office)
Salary:
$30,000 - $33,000 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:
We are seeking a Business Process Administrator to join the team within Premier Trust, a member of Osaic. The position of Business Process Administrator is responsible for ensuring the basic administration of general office duties. This includes administrative duties as needed and will represent the company by maintaining good customer relations.
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 incoming inquiries from internal and external customers to the appropriate partners.
Operates computer, copier, scanner etc. to input and process data.
Maintains strict confidentiality of all records and data received and produced.
Complies with Bank Secrecy Act (“BSA”), OFAC Anti-Money Laundering (“AML”), and USA PATRIOT ACT policies, procedures, by properly verifying the identity of any person/business an account, maintaining records of the information used to verify each costumer and consulting lists of known terrorists before opening an account.
Comply with all company policies and procedures, state laws and regulations.
Participate in required annual BSA/AML/OFAC and Compliance Training.
All other duties as assigned
Education Requirements:
H.S. Diploma or equivalent (GED) required and or the equivalent combination of education and experience. Work related experience should consist of administrative duties in the area assigned (such as Branch Banking, Human Resources, IT, Loan Processing, Marketing, Administration, CRA/Community Development, Trust etc.) with a financial institution background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Basic Requirements:
Knowledge of Microsoft applications (Word, Excel etc.).
Effective interpersonal and communication skills.
Demonstrated ability to establish priorities and meet performance goals in a results-oriented fast-paced environment.
Skills Required
- High school diploma or GED (or equivalent combination of education and experience)
- Work-related administrative experience in a financial institution (branch banking, trust, HR, IT, loan processing, etc.)
- Knowledge of Microsoft applications (Word, Excel)
- Effective interpersonal and communication skills
- Ability to establish priorities and meet performance goals in a fast-paced environment
- Maintain strict confidentiality of records and data
- Comply with BSA, OFAC/AML, and USA PATRIOT Act policies and participate in annual compliance training
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
