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 Power Point

* 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