Operations Associate

Job Description

Job Description

Job Title: Operations Associate – New Business Transfer Team

Good to know: This role will interview this week and start August 3rd. Sooner we can meet the better!

Job Description

The Operations Associate in New Business Transfer Follow-Up makes outbound calls to external transfer companies to obtain the status of funds for new business cases and ensure timely, accurate updates. This role requires precise documentation, strong communication skills, and the ability to work independently while consistently meeting daily productivity and quality expectations in a fast-paced environment.

Responsibilities

• Make outbound status calls to carriers and transfer companies to obtain updates on the status of funds for new business cases.
• Clearly communicate next steps to external partners and internal stakeholders based on the status of transfers.
• Document all call outcomes accurately and efficiently in the required systems, ensuring data integrity and completeness.
• Navigate multiple administrative and operational systems while following established procedures and job aids.
• Follow up on outstanding information and request missing items as needed to move cases forward promptly.
• Proactively identify and communicate issues, trends, or opportunities for improvement to management.
• Participate in team-based problem solving and contribute to process improvement initiatives.
• Engage in cross-training to build broader operational knowledge and support team flexibility.
• Adapt to workflow changes and shifting priorities while maintaining steady productivity.
• Manage time effectively to meet daily metrics for quality, accuracy, and volume of work.

Essential Skills

• High school diploma or equivalent.
• At least 1 year of work experience.
• Experience in financial services or annuities preferred.
• Ability to work independently, stay focused, and consistently meet daily metrics in a fast-paced environment.
• Strong attention to detail with the ability to navigate multiple administrative systems.
• Effective verbal communication skills, including the ability to clearly explain processes to external and internal partners.
• Effective written communication skills, including accurate and concise documentation.
• Strong interpersonal skills and comfort collaborating with management and peers.
• Demonstrated adaptability and willingness to learn new tasks and processes.
• Proficiency in data entry with a high degree of accuracy.
• Familiarity with Microsoft Excel.
• Commitment to maintaining data integrity in all operational activities.

Additional Skills & Qualifications

• College degree preferred.
• Military experience may be considered in lieu of a formal degree.
• Background or interest in finance, insurance, or related operational functions.
• Experience working with multiple systems and following structured procedures and job aids.
• Comfort participating in process improvement efforts and team problem-solving discussions.
• Ability to identify and escalate issues appropriately to ensure timely resolution.

Work Environment

Work is performed onsite at a corporate office location in West Des Moines. The role currently requires working on site, with potential consideration for a hybrid schedule of four days in the office and one day working from home, subject to ongoing discussions. The environment is fast-paced and metrics-driven, with a focus on productivity, quality, and accuracy. Team members use multiple administrative and operational systems, including Microsoft Excel and other internal platforms, and collaborate regularly with peers and management in a professional office setting.

This is a Contract position based out of West Des Moines, IA.

The pay range for this position is $19.00 - $21.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in West Des Moines,IA.

This position is anticipated to close on Jul 20, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on ziprecruiter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.