Distribution and Office Admin

Resourcing Edge Services LLC; Beverly (MA); On-site; USD 40,000 - 55,000; Full time

Job summary

OneDigital’s Beverly, MA office seeks a Distribution and Office Admin to keep daily operations running smoothly. This in-office role supports payroll distribution, CRM data entry, and cross-functional administrative tasks with strong attention to detail.

You will handle daily reporting, bank file imports, and coordination of campaign and project tracking, ensuring timely completion and accurate records in a fast-paced environment.

Qualifications

• High school diploma required; associate's or bachelor's degree preferred.
• 2+ years of experience in administrative operations, office coordination, or a related role preferred.
• Proficiency in Microsoft Office Suite required — strong Excel skills are a must.
• Experience with Salesforce or similar CRM/business systems is a plus.
• Exceptional organizational and time-management skills with the ability to juggle multiple priorities.

Responsibilities

• Perform daily file imports to MP's bank, ensuring accuracy and timely submission.
• Record and enter new cases into Salesforce, maintaining clean and up-to-date records.
• Compile and submit end-of-day reporting that captures daily task completion and operational activity.
• Provide general administrative support to the Operations team and other internal departments as needed.
• Submit weekly new client registration to the bank for processing.
• Obtain vendor receipts and submit to online accounts payable system.
• Reconcile daily processes against payroll schedule and submit report.
• Assist with special projects, process improvement initiatives, and departmental administrative tasks as assigned.
• Coordinate collection of ACH authorization forms, banking information, and tax filing authorizations.
• Take ownership of the Product Cancellation process as it relates to insurance policy cancellations.
• Track cancellation requests, coordinate required actions, and ensure timely resolution.
• Maintain accurate records and communicate status updates to relevant internal stakeholders.
• Track and coordinate tasks associated with various campaign initiatives, ensuring deadlines are met and progress is documented.
• Serve as an organized point of contact for operational follow-up across active campaigns.
• Support special projects and process improvement initiatives as assigned.
• Complete cross-training on MP's payroll distribution processes, systems, and procedures.
• Step in as backup for distribution operations — including printing, packaging, shipping, and distribution of payroll materials — when the Operations Facilities Coordinator is on PTO or otherwise unavailable.
• Support business continuity efforts to ensure uninterrupted client service during staffing absences or peak periods.

Skills

Excel skills

Time management

Attention to detail

Education

High school diploma

Associate's or Bachelor's degree preferred

Tools

Microsoft Office Suite

Salesforce

Job description

Distribution and Office Admin – Overview

The Distribution and Office Admin plays a vital role in keeping daily operations running smoothly at MP's Beverly, MA office. This position is the backbone of in-office administrative support; managing critical daily workflows, maintaining accurate records, and stepping in as a primary backup resource for payroll distribution activities when the Operations Facilities Coordinator is unavailable due to PTO, absences, or other business continuity needs. This is a hands-on, in-office role best suited for someone who thrives in a fast-paced environment, takes ownership of their work, and brings strong attention to detail. The ideal candidate is organized, tech-savvy, and capable of managing multiple responsibilities simultaneously; from routine daily reporting to coordinating cross-functional administrative tasks. This is a 100% in-office position located in Beverly, Massachusetts.

What You Will Do: Daily Administrative Operations

Perform daily file imports to MP's bank, ensuring accuracy and timely submission.

Record and enter new cases into Salesforce, maintaining clean and up-to-date records.

Compile and submit end-of-day reporting that captures daily task completion and operational activity.

Provide general administrative support to the Operations team and other internal departments as needed.

Submit weekly new client registration to the bank for processing.

Obtain vendor receipts and submit to online accounts payable system.

Reconcile daily processes against payroll schedule and submit report.

Assist with special projects, process improvement initiatives, and departmental administrative tasks as assigned.

Coordinate collection of ACH authorization forms, banking information, and tax filing authorizations.

Product Cancellation Coordination

Take ownership of the Product Cancellation process as it relates to insurance policy cancellations.

Track cancellation requests, coordinate required actions, and ensure timely resolution.

Maintain accurate records and communicate status updates to relevant internal stakeholders.

Campaign & Project Tracking

Track and coordinate tasks associated with various campaign initiatives, ensuring deadlines are met and progress is documented.

Serve as an organized point of contact for operational follow-up across active campaigns.

Support special projects and process improvement initiatives as assigned.

Distribution Backup & Business Continuity

Complete cross-training on MP's payroll distribution processes, systems, and procedures.

Step in as backup for distribution operations — including printing, packaging, shipping, and distribution of payroll materials — when the Operations Facilities Coordinator is on PTO or otherwise unavailable.

Support business continuity efforts to ensure uninterrupted client service during staffing absences or peak periods.

What Success Looks Like

Daily bank file imports, Salesforce entries, and end-of-day reports are completed accurately and on time — every day.

Insurance policy cancellations are tracked, managed, and resolved without things falling through the cracks.

Campaign tasks are organized, coordinated, and moving forward.

Distribution operations run without interruption when coverage is needed.

Internal teams know they can count on you.

WHO YOU ARE

High school diploma required; associate's or bachelor's degree preferred.

2+ years of experience in administrative operations, office coordination, or a related role preferred.

Proficiency in Microsoft Office Suite required — strong Excel skills are a must.

Experience with Salesforce or similar CRM/business systems is a plus.

Exceptional organizational and time-management skills with the ability to juggle multiple priorities.

Strong attention to detail — accuracy in data entry and daily reporting is critical.

Self-starter who takes initiative and follows through without needing to be reminded.

Strong verbal and written communication skills.

Comfortable in a fast-paced, in-office environment with shifting daily priorities.

Ability to handle sensitive information with discretion and professionalism.

Willingness to cross-train on distribution processes and pitch in wherever the business needs it.

The ideal Customer Service Specialist for this position tends to perform in a consistent manner, demonstrate patience, develop specialized skills, objective thinker, have a desire to help others, and be a good listener. In addition, this profile pays attention to directives, standards, and details; they think analytically, work independently, are diplomatic with people, use subtle or indirect approaches to conflict; they check for accuracy and use systematic approaches to situations or activities. This profile is extremely curious and creative.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

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!

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More

At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

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We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

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