Operations Support Specialist

• Serves as first point of Operations contact onboarding new client accounts to the firm across a variety of technologies.
• Provides front-line support for a suite of advisor and client-facing systems, ensuring a smooth and efficient user experience. 
• Creates reports to build efficiencies, pinpoint key performance metrics, and actively contributes to implementing processes that elevate team performance.
• Ensures key client information and documentation is current with firm and industry requirements, rules and regulatory standards. 
• Acts as mentor and resource to junior team members; fosters a collaborative environment, manages team workflow to enhance overall operational efficiency.
• Other duties and responsibilities as assigned while contributing proactively to the success of the team and adapting to evolving operational demands.

• Great company culture with an awesome team-oriented atmosphere!
• Mentorship Opportunities
• Ability to serve on different internal steering committees (Charitable Giving, DEI, Social, etc.)
• Professional growth opportunities
• Friendly and collaborative work environment
• Employee perks including fun team building opportunities, yoga/wellness, charitable giving/volunteering

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
 World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.