Job Description
Job Description
Pittsburgh area financial services group is in need of a supervisor to coordinate their Mailroom and Logistics operations as well as additional broader program management.
Responsibilities to include:
· Oversee timely processing of incoming and outgoing mail
· Manage document tracking, scanning, and distribution to ensure workflow efficiency.
· Assist in tracking project timelines, documentation, and coordination of initiatives.
· Support the implementation of new tools, automation, and best practices to optimize workflows.
· Act as a key liaison between in-house teams to drive operational excellence.
· Analyze trends in call center and back-office performance metrics, making recommendations for improvements.
· Contribute to ongoing training and development initiatives to enhance knowledge and efficiency across teams.
· Identify and implement process improvements to streamline operations, reduce errors, and enhance turnaround times.
· Process incoming applications, ensuring accuracy, compliance, and timely issuance.
· Collaborate with internal teams, distribution partners, and advisors to resolve issues and facilitate contract delivery.
Requirements:
· Bachelor’s degree in Business Administration, Finance, or a related field
· 2+ years of experience in operations, customer service, or financial services administration
· Proficient MSOffice skills and experience with CRM or workflow management
· Strong multitasking skills within a fast paced
· Excellent organizational skills with attention to detail and ability to manage competing priorities.
· Experience with workforce management tools, project coordination, or process automation.
· Knowledge of mailroom operations, logistics, or document handling in a financial services environment.