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Business Process Administrator

Advisor GroupHenderson, Nevada

$30,000 - $33,000 / year

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$30,000-$33,000/year
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job Description

Current Employees and Contractors Apply Here

Osaic Careers

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.

Current Employees and Contractors Apply Here

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FAQs About Business Process Administrator Jobs at Advisor Group

What is the work location for this position at Advisor Group?
This job at Advisor Group is located in Henderson, Nevada, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Advisor Group?
Candidates can expect a pay range of $30,000 and $33,000 per year.
What employment applies to this position at Advisor Group?
Advisor Group lists this role as a Full-time position.
What experience level is required for this role at Advisor Group?
Advisor Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Advisor Group for this role?
Advisor Group offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Paid Sick Leave, Paid Community Service Time, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Advisor Group?
You can apply for this role at Advisor Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.