About the role

  • Create and manage agreements, addendums, and NCF documentation.
  • Pull and compile data or lists as needed for management or special projects.
  • Track and manage incoming security questionnaires.
  • Prepare and deploy quarterly score reports.
  • Maintain and update internal documentation across systems.
  • Run monthly usage reports and manage user access and permission lists.
  • Set up new members in the portal with correct permissions and client information.
  • Update existing member information, including emails, pricing, services, access, and contact details.
  • Process onboarding documentation and upload to appropriate SharePoint folders.
  • Schedule onboarding and training calls with ASAs and new members.
  • Develop and distribute onboarding materials for new members.
  • Process new retail member setups, including folders, portal accounts, users, and plans.
  • Manage user updates, such as password resets, troubleshooting, migrations, and access changes.
  • Process member terminations and handle merger/acquisition transitions.
  • Schedule meetings, trainings, and client appointments.
  • Monitor and troubleshoot basic technical issues or escalate as appropriate.
  • Assist with planning and executing events, including: National Conference, Midyear Meeting, Monthly employee appreciation events, Client tradeshows and advisor events.
  • Make travel arrangements and coordinate staff activities.
  • Support the executive team with ad hoc projects and requests.
  • Onboard and process new client accounts and handle client terminations.
  • Manage and update client and internal databases, including billing support as needed.
  • Correspond with clients on new account setup and ongoing service-related questions.
  • Complete other related duties as assigned.

Requirements

  • Bachelor’s degree in Business or a related field of study; High School Diploma and equivalent work experience may be substituted
  • 1+ years of experience in a fast-paced, administrative role within a professional office setting
  • Strong working knowledge of Microsoft Office Suite and demonstrated technical acumen
  • Excellent written and verbal communication skills
  • Strong organizational skills with the ability to multi-task, while still maintaining sound work quality/integrity
  • Client-orientation and willingness to go the “extra mile” when responding to client request – understanding of how to effectively escalate issues as needed
  • Critical thinker with a solutions-focused work style
  • Must work well in a team environment with a positive attitude
  • Minimal travel may be required
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
  • Comfortable navigating ambiguity
  • Entrepreneurial mindset to bring best practice ideas to the team
  • Exhibits our Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive
  • Visa sponsorship or transfer of an existing visa is not available; applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Benefits

  • Be an integral part of an early-stage, high-growth organization!
  • Hybrid work environment
  • Competitive compensation package including 401(k) with elective and non-elective match opportunities
  • Lifestyle spending allowance program
  • Medical, Dental, Vision Insurance
  • Employer-paid life and disability insurance
  • Generous paid time off program

Job title

Operations Coordinator

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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