Operations Support Specialist

December 2, 2023

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World Insurance Associates LLC

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Large Resources. Local Relationships.

Trucking & Transportation Insurance • Restaurant & Bar Insurance • Personal Lines Insurance • Business Insurance • Group Benefits

1001 - 5000

Description

• We're currently seeking a motivated, detail oriented and creative problem solver to join our growing team. • This essential role helps to provide high quality/high touch critical operational support to internal resources as well as our firm’s advisors and their staff members. • The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. • Duties include serving as first point of Operations contact onboarding new client accounts, providing front-line support for advisor and client-facing systems, creating reports, and ensuring key client information and documentation is up-to-date.

Requirements

• Must have experience with Tamarac Portfolio Management System. • Experience with Client Relationship Management (CRM) system, Salesforce preferred. • Advanced Excel experience (i.e., pivot tables, vLookups, etc.). • High School Diploma or equivalent and five (5) years of financial services industry service experience; or an equivalent combination of experience, education, and/or training as approved by the hiring manager. • SIE required. Series 6, 7, or 65 preferred. • Must maintain client confidentiality; demonstrate integrity and code of ethics. • Strong verbal and written communication skills. • High level of team orientation; strong interpersonal communication skills.

Benefits

• 401(k) with Employer Match. • Health Insurance (with HSA option). • Dental Insurance. • Vision Insurance. • Life Insurance. • Flexible Paid Time Off Policy. • Paid Mental Health Days. • Flexible Spending Account (FSA). • Healthy Work/Life Balance. • Maternity/Paternity Leave Policy. • Remote Work Opportunity.