Business Process Team Lead

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.

• 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:

• 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.

• 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.

• 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.