Operations Analyst

Job Title: AWM – Operations – Ayco Ops Insurance Services Analyst About the Role Our client is seeking a detail-oriented and analytical Operations Analyst to join the Ayco Operations Insurance Services team. This role supports financial counseling and insurance operations for high-net-worth individuals, executives, and corporate clients. The ideal candidate will thrive in a fast-paced environment, possess strong organizational skills, and demonstrate exceptional attention to detail while working across multiple systems and business partners. Key Responsibilities Prepare and review new insurance applications and related documentation. Coordinate with third-party insurance carriers to ensure accurate and timely implementation. Process operational tasks and support day-to-day insurance service activities. Conduct quality reviews of completed work to ensure accuracy and compliance. Work across multiple systems and platforms to manage and track requests. Collaborate with internal teams and external partners to resolve operational issues. Support special projects and process improvement initiatives as assigned. Identify unusual or suspicious activities and escalation concerns appropriately. Adhere to company policies, compliance requirements, information security standards, and client service expectations. Required Qualifications Proficiency with Microsoft Office Suite, including Word, Outlook, PowerPoint, and Excel. Strong analytical, problem-solving, and organizational skills. Excellent attention to detail and accuracy. Strong written and verbal communication skills. Ability to work effectively with cross-functional teams and external partners. Ability to prioritize, multitask, and meet deadlines in a fast-paced environment. Self-motivated with strong time management skills. Preferred Qualifications Advanced Microsoft Excel skills. Previous experience in financial services, insurance operations, wealth management, banking operations, or client service environments PrideGlobal and it's affiliates offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. PrideGlobal and it's affiliates are an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law. PrideGlobal and it's affiliates are a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances. Accommodations We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us. #J-18808-Ljbffr