What are the responsibilities and job description for the Team Lead position at National Advisors Trust Company?
Are you looking to make a significant impact in the financial services industry ?
The financial services industry offers the opportunity to serve and positively impact the lives and well-being of others. Within the industry, a career in estate planning and trusts allows you to amplify your impact. We believe trusts are about love, family and the selfless pursuit of acting today to protect tomorrow - and should be central to every estate plan to help create enduring legacies. That is why we have made it our mission to simplify and democratize trusts to allow more advisors and families to ensure complete estate plans and create legacies of love.
We are looking for individuals who believe in the noble purpose of trusts - and want to be part of a movement that redefines trust services to help people protect their loved ones. We are a dynamic, collegial, and evolving culture that invests in top talent and rewards collaboration, curiosity and innovation. By joining National Advisors, you will become part of an in-house team with deep expertise, decades of experience, and a commitment to shaping what's next for advisors, families, and our industry.
Overview
Established in 2001, National Advisors is a premier independent trust company and a culture unified in purpose and mission to simplify trusts and create legacies of love for generations of families. To do so, we deliver complete trust services and are uniquely structured with both a national trust charter and a progressive South Dakota state trust charter to give advisors and the families they serve greater flexibility, customization and control of their estate plans. National Advisors is based in Kansas City and continues to position our brand for growth and leadership across the country.
Summary
The Team Lead will oversee daily distribution of various types work within the team and provide leadership to the team in assisting the manager. The Team Lead will create and analyze data for forecasting and service level assessment. This role will seek efficiencies through oversight of internal operating procedures. An ability to articulate and demonstrate the National Advisors business and operating model within the team. This candidate must be driven to influence and maintain consistency through effective and efficient practices, and process improvements.
Responsibilities and Duties
- Serve as the first point of escalation concerning client issues and seeking to resolve them
- Daily supervision of work queues and staffing coverage by optimizing schedules
- Provide leadership and accountability to the team
- Identify knowledge gaps for ongoing training initiatives and training associates as needed
- Provide coaching support to associates
- Communicate and prioritize workload for the team, ensuring production requirements are met
- Assist with processing during high volume intervals / days to ensure service level is achieved
- Provide and assist with SOC-1 data gathering and procedure / policy updates
- Reporting of metrics and post-mortem of actions and activities
- Develop and maintain dashboards for individual and department performance
- Determine, document, and escalate concerns on individual performances to management
- Escalate any open items and provide updates to exceptions to manager prior to daily huddle.
- Oversight of processes and procedures to ensure accuracy and optimization through process improvements; review associates work as required
- Update, modify, create procedures according to business requirements
- Lead and participate in various projects, as needed
- Ability to maintain appropriate levels of confidentiality both internal and external to the National Advisors Trust Company
- Compliance with BSA / AML / OFAC-related laws and regulations as it applies within the scope of this position, including but not limited to, prompt completion of required BSA / AML / OFAC training.
- Other duties as assigned
Competencies
Experience
Work Environment : Professional, business setting.
Physical Requirements
Benefits : National Advisors offers a wide range of employee benefits including 401K with company match, medical, vision and dental healthcare plans, paid time off, professional growth and internal promotion opportunities due to continuous organizational growth. NAH offers a competitive salary.
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nationaladvisors.com
This job description is subject to change at any time.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
