Operations Support

Premier Trust Opportunity in Financial Services

Operations Support, Premier Trust

Location: 4465 South Jones Boulevard, Las Vegas, NV 89103

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

Salary: $40,000 - $47,000 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

• Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values

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

• 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