Business Process Team Lead

Advisor Group Inc.; Henderson (NV); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation time

Sick time

Volunteer days

Job summary

Premier Trust, a member of Osaic, seeks a Business Process Lead to supervise two +/- Business Process Administrators and support the Premier Trust team in Henderson, NV. The role involves organizing customer account files, handling mail flows, and delivering responsive customer service while maintaining strict confidentiality.

The position is full-time and in-office (5 days weekly). The company emphasizes comprehensive compensation and benefits as part of its total rewards package.

Qualifications

• H.S. Diploma or GED required; experience in administrative duties is preferred.
• Experience in a financial institution background is desirable.
• Strong interpersonal and communication skills are essential.

Responsibilities

• Supervises or supports two +/- Business Process Administrators.
• Organizes and maintains customer account files.
• Handles incoming/outgoing mail and disseminates correspondence.
• Provides effective customer service and routes inquiries to appropriate partners.
• Operates office equipment and inputs data.
• Maintains confidentiality of records and data.

Skills

Interpersonal skills

Communication skills

Prioritization

Education

H.S. Diploma or GED

Tools

Microsoft Office (Word/Excel)

Job description

Business Process Team Lead, Premier Trust

We are seeking a Business Process Lead to join the team within Premier Trust, a member of Osaic. The position of Business Process Lead is responsible for ensuring the basic administration of general office duties. The lead role will assist in supervising two +/- Business Process Administrators. This includes administrative duties as needed. Also, this position will represent the company by maintaining good customer relations.

Location(s): Henderson, NV

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.

Benefits

• health insurance
• vision insurance
• dental insurance
• 401k
• vacation time
• 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

Responsibilities

• Supervises 2 +/- Business Process Administrators to support the Premier Trust team.
• 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.