In-Office Business Process Lead (Admin Team)

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

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.