Operations and Technical Support Specialist

#LI-JSS #LI-ONSITE

Essential Functions and Primary Duties

• Perform essential tasks necessary to support internal team members in the quest of providing comprehensive retirement consulting, administration and/or actuarial services
• May assist in preparation and production of professional materials in Word, Excel and PowerPoint
• Provide administrative support such as scanning, copying, report binding, deliveries, mailings, etc.
• Manage incoming correspondence, including processing, logging, filing, and scanning
• Maintain office supplies, including purchasing and inventory
• May provide overall general office support related to operations, cleaning, and organizing
• May assist with account receivables
• May prepare and assemble mailings, including email blasts
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High School Diploma or GED
• Zero to Two year of relevant work experience in the retirement planning industry
• Proficient use of applicable technology
• Advanced computer skills in Word, Excel, PowerPoint and Outlook
• Experience with digital data management/filing system is an asset
• Ability to manage multiple project and deliverable simultaneously
• Excellent written/verbal communication skills and use of grammar
• Excellent organizational skills and attention to detail
• Ability to adapt to a changing environment
• Ability to follow standard procedures
• Ability to work cooperatively with others
• Ability to build relationships and trust with internal and external clients and other key stakeholders