Operations Coordinator
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 20 - 24
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Summary
This position provides administrative support to Flint Hills Group. The Office Operations Specialist ensures the smooth functioning of back-office processes including paperwork management compliance and administrative support. This role is critical for maintaining accurate records and supporting the financial team. The Operations Coordinator reports to and is employed by Flint Hills Group.This position is part-time (20-25 hours a week) compensation is $20-24/hr dependent upon experience.
Job Description
Position Roles/Responsibilities/Accountabilities
- Paperwork & Documentation
- Complete and manage forms via DocuSign and paper processes.
- Call clients to help them with document completion.
- Track and follow up on pending documents beneficiary changes and applications.
- Upload completed documents to Salesforce and maintain accurate records.
- Administrative & Financial Support
- Manage QuickBooks payroll billing and tax filings.
- Maintain compliance documents.
- Reconcile accounts and generate monthly and on-demand reports.
- Manage pending business and opportunities.
- Office Management
- Order and stock office supplies snacks and meeting materials.
- Handle mail packages scanning and shredding of documents.
- Compliance & Recordkeeping
- Ensure proper documentation and adherence to company standards.
- Complete required training and maintain compliance certifications.
- Marketing Support and Communications
- Draft and send periodic correspondence to clientele and prospects
- Playground (Headlights and Taillights)
- Communication/coordination with Client Advisory Board (CAB)
- Manage email playground communication and distribution.
- Draft and send periodic correspondence to clientele and prospects
Position Qualifications
- Strong interpersonal and communication skills
- Highly organized and detail-oriented.
- Bachelors degree or associates degree preferred.
- Previous administrative/secretarial experience desired
- Strong technical computer aptitude and knowledge of business tools (e.g. Microsoft Word Excel PowerPoint) and proficiency in Salesforce and Docusign preferred
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Ability to maintain integrity of sensitive/confidential information
- Basic understanding of our products and services and Thrivent Financial
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of the team
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Flint Hills Groups recruiting/hiring/contracting process a verification of a candidates background will be made to complete the hiring/contracting addition fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firms Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
Required Experience:
IC
Key Skills
- Six Sigma
- Lean
- Management Experience
- Process Improvement
- Microsoft Outlook
- Analysis Skills
- Warehouse Management System
- Operations Management
- Kaizen
- Leadership Experience
- Supervising Experience
- Retail Management
About Company
Thrivent delivers solutions for banking, investments, insurance and giving that let you achieve what matters for you and your community.
