Operations Assistant

Industry: Financial / Insurance

We are looking to add an Operations/Admin Assistant to support a growing workload across insurance, financial services, annual reviews, and client outreach. This role is designed to improve follow-through, reduce operational strain, and ensure tasks do not fall through the cracks as business volume continues to increase.

This individual will split their time supporting multiple internal team members and will play a key role in keeping workflows organized, deadlines met, and client-facing efforts moving efficiently.

Position Responsibilities

• Assist with insurance contract preparation for life insurance, annuities, and funeral policies
• Support new business processing and follow up with carriers on outstanding requirements
• Assist with AUM-related service tasks, document preparation, and internal tracking
• Prepare materials and files ahead of annual client reviews to ensure all legal and financial tools are ready for discussion
• Interface with carriers and custodians to service new and existing clients
• Communicate directly with carriers via calls and emails to ensure paperwork and funds are processed within required timelines
• Provide status updates internally to ensure alignment across the team
• Assist with appointment confirmations, seminar reminders, and follow-up outreach
• Support follow-up efforts
• Maintain accurate, organized client records and documentation
• Ensure service timelines are executed in accordance with internal standards and client expectations

Requirements

• Prior experience in financial services or insurance preferred
• General understanding of financial and insurance concepts (i.e. Annuities, IRA/RMDs, Rollovers, AUM)
• Proficiency in Microsoft Office & Google Suite
• Strong written and verbal communication skills
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and support multiple team members
• Proactive, dependable, and deadline-oriented

Pay: From $18.00 per hour

Work Location: In person