Position: Operations Support
Rate of Pay: $17-19/hour
Employment Type: Temp to Hire; Full Time

Operations Support I

This position assists in the preparation of client-related service requests, in addition to ensuring that all client-related activities are completed timely and accurately. This position will also be the backup phone assistant to the Administrative Associate I position in times of lunch relief, vacation, sick days, etc.

Essential Duties and Responsibilities

• Answers phones as backup to Administrative Associate I
• Sets up new prospect/client record, including adding information to ACT!
• Prepares client review agendas
• Prepares client reviews, including mailing to client if necessary
• Updates client rankings in ACT! as appropriate, notifies staff members
• Ensures client reviews meet compliance timeframe guidelines
• Pulls files for initial meetings and client profiles meetings
• Verifies daily that all check deposits have been made accurately, shredding original checks 21 days after deposit
• Reviews client paperwork/forms for accuracy
• Verifies scanning to server and uploads to ClientWorks performed by other staff members
• Verifies that Client Groups, Combined Statements and Household Groups are in good order in ClientWorks
• Establishes ClientWorks Account View for new clients and provides assistance as needed for existing clients
• Verifies client changes of address/email in ACT!; changes addresses on ClientWorks, Account View, Insurances, and/or Annuities
• Verifies Beneficiary changes/updates as instructed by staff members
• Verifies client meeting notes, F450s completed and task set for next client review
• Sends out client mailings as needed either via USPS, email or both
• Handles all aspects of closing account files
• Maintains Client/Prospect Files
• Performs Administrative Associate I duties in his/her absence
• Trains other staff members as appropriate
• Other duties as assigned

  • Ability to maintain confidentiality
  • Excellent attitude and an extraordinary client service orientation
  • Excellent interpersonal skills
  • Excellent communication and phone skills
  • A strong focus on getting the details right
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and operate in tight deadlines
  • Professional presentation
  • Must be proactive and take the initiative
  • Computer/software skills: Word, Excel, Customer Relationship Manager (ACT!)
  • Ability to pass a background check and drug screen

To apply or learn more about this opportunity, please email your resume to tina@thetempconnection.com or call our office at 520-323-3100. Please reference Order ID: 4CSV