Osaic
The Operations Support II role assists in streamlining processes and improving efficiency through AI tools and technology while providing operational and administrative support to department management, trust officers, and administrators. The position is responsible for processing and balancing transactions, maintaining accounts, reconciling company and third-party account activity, handling cash movements, and responding to routine inquiries. This role ensures accurate, confidential, and compliant operations within the Premier Trust department.
Headquarters
Scottsdale, Arizona, United States
Company Size
1001-5000 employees
Founded
2016
Osaic is one of the nation’s largest providers of wealth management solutions and home to a service-driven community of Financial Professionals. The moments our Advisors create with clients inspire us and shape our strategy to empower their success.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Osaic.
11% below the average for this role
Osaic Attracts Another Billion-Dollar Team to Its Employee Advisor Unit
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