Osaic Interview Questions
& Process
Real candidates share what happened, how many rounds they had,
and how the experience turned out.
Based on 52 interview experiences · FREE TO READ
Which role are you interviewing for?
25 roles · 52 reportsCandidate interview experiences
First-hand accounts from people who interviewed at Osaic.
Osaic
Advisor Support Representative
Entry Average Positive experience Accept offer 1 round
Interview process
Recruiter call Onsite Offer
Interview formats
Behavioral
It was a good interview. I talked with the interviewer, and she told me a bit about the job and asked me some questions. The interview wasn't very long. The best part was getting hired after just one interview, unlike other companies where you usually have 3-4 rounds, which is what I expected. Overall, it was a great experience.
Confirmed questions1 question
- How do you manage to stay organized when you have a lot of tasks or deadlines to handle at once?
Osaic
Process Analyst
Mid Average Negative experience No offer 2 rounds
Interview process
Recruiter call Phone screen
Interview formats
Behavioral Technical
The interviewer came across as patronizing and somewhat dismissive, despite us having very similar professional backgrounds. Oddly, there seemed to be a lack of confidence in my ability to do a job I’ve already done (just with different tools) and despite us having nearly identical skill sets/career pathing. I have many years worth of working in regulatory environments with well-known names in financial services yet that didn't seem to have mattered to this individual. The interview left me with the impression that the team is not invested in properly onboarding capable candidates who don't check every box tool-for-tool. It felt less like a conversation about potential and more like gatekeeping.
Confirmed questions1 question
- Tell me about your experience using lean six sigma tools.
Osaic
Finance Manager
Manager Average Positive experience Accept offer 4 rounds
Interview process
Recruiter call Phone screen Technical screen Onsite
Interview formats
Behavioral Technical
It was a pretty standard process. First, I had an initial phone interview with an internal recruiter. Then, a second round video call with the hiring manager. The third round was a video call with leaders in the area I would be supporting. Finally, there was a fourth video call with the CFO.
Confirmed questions2 questions
- Tell me about your experience with systems and building processes.
- How did you approach challenges in your previous jobs?
Osaic
Operations Processing Specialist
Entry Average Negative experience No offer 1 round
Interview process
Recruiter call Background check
Interview formats
Behavioral
I applied online on 07/29/2022. About two weeks later, on 08/11/22, I had a preliminary screening call with the hiring company. The call was to ask me standard questions about my background and my comfort with Excel functions. The recruiter said someone from AdvisorGroup would contact me if they were interested. The very next day, 08/12/22, a recruitment coordinator reached out to schedule an interview and asked for my two week availability, which I sent that same day. After not hearing back for days, I sent a follow-up on 08/17/22 to see if they needed anything else, but never heard back.
Confirmed questions2 questions
- Tell me about your background.
- How comfortable are you with Excel functions?
Osaic Interview Questions
Quoted word for word from Osaic interview reports.
“Can you explain what an abstract class is?”
Read reports →“What motivates a company to engage in mergers and acquisitions?”
Read reports →“What advice would you give to someone struggling to gain followers on social media?”
Read reports →“What is your understanding of Advisor Group?”
Read reports →“What is the most crucial skill for managing people?”
Read report →“What would you do if a coworker wasn't contributing their fair share?”
Read report →“How do you maintain motivation when facing tight deadlines and a heavy workload?”
Read report →“What are your hobbies or what do you do in your free time?”
Read report →“How do you ensure you stay organized?”
Read report →Formats, difficulty and experience
Across all 52 Osaic interview reports.