Business Process Team Lead

Osaic; Henderson (NV); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Osaic, within Premier Trust in Henderson, NV, seeks a Business Process Team Lead to oversee two Administrators and handle general office duties. The role emphasizes strong customer relations and efficient administration in a financial services setting.

Qualifications include a HS diploma and proficiency in Microsoft Office. This full-time, in-office position includes benefits and the potential for an annual bonus based on performance and company policy.

Qualifications

• Knowledge of Microsoft applications (Word, Excel, etc.).
• Effective interpersonal and communication skills.
• Demonstrated ability to establish priorities and meet performance goals in a fast-paced environment.

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 inquiries to the appropriate partners.
• Operates computer, copier, scanner, etc. to input and process data.
• Maintains confidentiality of all records and data.
• Complies with BSA/AML/OFAC policies and verifies identities before opening accounts.
• Comply with company policies and state laws; participate in annual compliance training.
• All other duties as assigned.

Skills

Microsoft Office

Interpersonal skills

Prioritization

Education

HS Diploma or equivalent

Job description

Location(s)

Henderson, NV

Office Administration Opportunity in Financial Services

Business Process Team Lead, Premier Trust

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.

Benefits

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

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.

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.

Equal Opportunity Employer

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.

Eligibility

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.

Unqualified Applications

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