Operations Support

We're hiring!

Operations Support

Rate of Pay: $16-18/Hour

Employment Type: Full Time; Temp-Hire

This position assists in the preparation of client-related service requests, in addition to ensuring that all client-related activities are completed timely and accurately. This position will also be the backup phone assistant to the Administrative Associate I position in times of lunch relief, vacation, sick days, etc.

Essential Duties and Responsibilities
  • Answers phones as backup to Administrative Associate I
  • Sets up new prospect/client record, including adding information to ACT!
  • Prepares client review agendas
  • Prepares client reviews, including mailing to client if necessary
  • Updates client rankings in ACT! as appropriate, notifies staff members
  • Ensures client reviews meet compliance timeframe guidelines
  • Pulls files for initial meetings and client profiles meetings
  • Verifies daily that all check deposits have been made accurately, shredding original checks 21 days after deposit
  • Reviews client paperwork/forms for accuracy
  • Verifies scanning to server and uploads to ClientWorks performed by other staff members
  • Verifies that Client Groups, Combined Statements and Household Groups are in good order in ClientWorks
  • Establishes ClientWorks Account View for new clients and provides assistance as needed for existing clients
  • Verifies client changes of address/email in ACT!; changes addresses on ClientWorks, Account View, Insurances, and/or Annuities
  • Verifies Beneficiary changes/updates as instructed by staff members
  • Verifies client meeting notes, F450s completed and task set for next client review
  • Sends out client mailings as needed either via USPS, email or both
  • Handles all aspects of closing account files
  • Maintains Client/Prospect Files
  • Performs Administrative Associate I duties in his/her absence
  • Trains other staff members as appropriate
  • Other duties as assigned
  • Ability to maintain confidentiality
  • Excellent attitude and an extraordinary client service orientation
  • Excellent interpersonal skills
  • Excellent communication and phone skills
  • A strong focus on getting the details right
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks and operate in tight deadlines
  • Professional presentation
  • Must be proactive and take the initiative
  • Computer/software skills: Word, Excel, Customer Relationship Manager (ACT!)
  • Ability to pass a background check and drug screen

The Temp Connection is an equal opportunity employer. It is the policy of The Temp Connection to provide equal employment opportunities to all persons regardless of race, color, religion, sex, sexual orientation, gender identity and/or expression, national origin, citizenship, age, physical or mental disability, marital status, status with regard to public assistance, status as a disabled veteran and/or any other characteristic protected by federal, state or local law.

To apply or learn more about this opportunity,

please email your resume to tina@thetempconnection.com

or call our office at 520-323-3100.

Please reference Order ID: 4CSV

The staff is super responsive and helpful.

Brad N
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The Temp Connection is WONDERFUL!!! Tina and the team are so great and helped me find my career.
Thank you temp connection!!

Emily Bushika
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The staff at the Temp Connection are real and genuinely caring people.

Jeffery Greene
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All the people at The Temp Connection are friendly and professional. The hiring process was easy and they found me employment within a day

Petricia Miller
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Everyone was very professional and polite

Treasure Martinez
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