Operations Support Specialist

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves. We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship. Summary Our Newest Opportunity The Operations Support Specialist serves as a trusted partner, across all areas of responsibility, supporting the Manager of Operations, Senior Vice President of Operations and others on the operations team as needed. The Specialist will help the Operations Team be more productive and effective by maintaining responsibility for key assignments, general project management, planning and support. They will work closely with Operations leadership and cross-functional business areas to support operational efficiency, administrative execution, and data integrity. The ideal candidate is looking to start or broaden their career in business operations, project administration and strategy. Essential Duties and Responsibilities (include but are not limited to): Meeting Preparation And Support Preparation with stakeholders and materials management, includes: PowerPoint creation, working with key business areas and leaders to build agenda and materials and organizing and sharing deliverables Meeting record keeping: Participate and support in keeping meetings on time and on topic, taking detailed notes and actions; creating summarized meeting highlights for disseminating to participants, following up on action items Partner with advisors to support sales origination efforts by identifying engagement opportunities and helping drive prospect activity Event Planning And Calendar Management Calendar management as requested for the Operations Team Light travel planning and coordination Event logistics research, coordination, and administrative support in service of Operations team objectives, as directed by Operations leadership Provide administrative coordination for internal and client-facing operational webinars and educational events, including RSVP management, attendee tracking, follow-up logistics, and post-event record keeping, as directed by the Operations team Data Management Auditing reports Reviewing operational and client data within Salesforce and other internal systems; performing data hygiene tasks and coordinating with data owners to ensure accuracy in support of Operations team reporting Creating financial summary reports Maintain and manage Salesforce data related to client relationships, prospect activity, opportunities, and executive benefit programs to support business development and client service initiatives General Support the various facets of the Operations Team and projects Ensure successful completion of projects and initiatives within specified timeframes Proofreading and editing Considering and sharing ideas on efficienciesPerformadditionalresponsibilitiesas requested orassigned Self-manage time, prioritize projects and workefficiently Qualifications, Skills And Requirements Demonstrate a strong willingness to learn the Executive Benefits and nonqualified plan market. Pursue relevant industry education and credentials (e.g., NQPC designation) to deepen subject matter expertise. Proficient with Microsoft Office applications including Excel, PowerPoint, OneNote, OneDrive, Word and Outlook Strong ability to learn new systems and tools Must be self-motivated and disciplined Strong research and problem-solving skills Excellent communication and attentive listening skills; able to interact effectively with people of various responsibility and authority (employees, key contacts, executives, etc.). Highly organized and strong prioritization and project management skills Utmost attention to detail and the translation of it as needed Positive, upbeat attitude Ability to thrive in a fast-paced environment, while meeting or exceeding deadlines Comfortable working with others in virtual and in-person environments Ambition to learn, grow, and excel within a growing organization Maintains a high level of confidentiality In all things, seeks to behave in a professional, consistent and reliable manner. Education, Training And Experience An earned Bachelor degree (or its equivalent). One or more years of experience in Operations Management and/or Project Management. One or more years of experience in employee health & welfare or retirement benefits industry preferred. Exceptional MS Office experience required. Expert level proficiency in Excel and PowerPoint is preferred. The typical base pay range for this role nationwide is $50,000 to $75,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here. Pursuant To Local Fair Chance Ordinances, We Will Consider Qualified Applications With Arrest Or Conviction Records For Employment. For Applicable Candidates, The Following Ordinances Are Linked Here To Inform You Of Your Rights As An Applicant City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. This posting will remain live while OneDigital is actively accepting applications. Once candidates have been selected, the posting will be removed. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. Thank you for your interest in joining the OneDigital team! #J-18808-Ljbffr