Operations Support

Operations Opportunity in Financial Services

Operations Support, Premier Trust

Location(s):   Las Vegas, NV

Role Type:      Full time (Onsite)

Salary: $40,000 - $45,000 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 position of Operations Support is responsible for providing support to department management, trust officers and administrators; Closes accounts; processes and posts transactions; issues checks; performs daily company account reconcilement; balances third party accounts; performs research; handles correspondence; gathers data and compiles various reports for management.

Responsibilities:

• Process, post, and balance daily transactions
• Close accounts; assign CUSIP numbers; set up various assets and liabilities
• Reconcile company account balances
• Process maintenance transactions
• Provide support to department management and act as a backup as needed for selected duties
• Respond to routine inquiries, provide effective customer service, and assist in resolving problems with given authority
• Refers problems to appropriate individuals and ensures answers or information is received by inquiring party
• Handle movements of cash (wire transfers, deposits, transfer, ACH, checks)
• Ability work independently and in a team environment
• 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 and procedures when reviewing trusts
• Report any customer suspected of suspicious activity immediately to the BSA/Compliance Officer
• Comply with all company policies and procedures, state laws and regulations.
• Participate in required annual BSA/AML/OFAC and Compliance training   
• Exhibits objectively and openness to others’ views; gives and welcomes feedback; contributes to building a positive team spirit
• Consistently report to work on time; adhere to scheduled breaks; attend all meetings and training as required of the position
• Understand business implications of decisions; display orientation to profitability; align work with strategic goals
• Treats people with respect; Inspires the trust of others; works with integrity and ethically; upholds organizational values; accepts responsibility for own actions
• Demonstrates knowledge of adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values
• Performs the position safely, without endangering health or safety to himself or herself or others, will be expected to report potentially unsafe conditions.  The employee shall comply with occupational safety and health standard and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• All other duties as assigned

Education Requirements:

• High School Diploma or equivalent required.

Basic Requirements:

• Two to three (2-3) years of related experience and/or training or the equivalent combination of education and experience preferred
• Skills in various software packages including Microsoft Office, Outlook, Power Point and Excel
• Effective communication and proficient in active listening
• Ability to analyze complex problems and identify appropriate solutions
• Ability to make rule based and analytical decisions
• Ability to organize, prioritize and handle multiple tasks
• Ability to pay close attention to detail
• Ability to maintain complete confidentiality of information
• Ability to effectively function as a team player
• Ability to be at work on a regular and predictable basis
• Ability to work without general supervision while performing duties

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.

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.

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

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