In-Office Trust Operations Lead - Client Services

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

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.