Mail Operations Specialist – On-site in Needham

Ascensus; Needham (MA); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Collaborative environment

Tuition reimbursement

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer

401(k) & 529 college savings match

Volunteer and charitable programs

Business casual dress

Job summary

Ascensus is seeking a Mail Operations Representative in Needham, MA to handle mail requests for 529 plans, ensuring accuracy and security. You will sort, prepare, scan, and archive documents, support team needs, and maintain strict confidentiality in a fast-paced environment.

Office presence is required five days a week, with specific shift times. Ideal candidates have 0.5+ years of experience and a solid understanding of financial services operations and systems.

Qualifications

• Associates or Bachelor's degree preferred.
• 6 months experience in a professional work environment preferred.
• Strong analytical, organizational, and communication skills.
• Detail oriented, PC proficiency, multitasking under pressure.

Responsibilities

• Handle mail requests for 529 plans from owners/advisors.
• Sort, prepare, scan, and archive mail batches per procedures.
• Use remote check deposit software to transmit time-sensitive checks.
• Process requests using document capture and storage applications.
• Demonstrate teamwork and exceptional client service in a fast-paced setting.
• Protect confidential data and adhere to security policies.

Skills

Analytical mindset

Team player

Detail oriented

Multitasking

Pressure handling

Education

Associate's or Bachelor's Degree

Tools

Remote check deposit software

Document capture software

Job description

Ascensus is seeking a Mail Operations Representative in Needham, MA to handle mail requests for 529 plans, ensuring accuracy and security. You will sort, prepare, scan, and archive documents, support team needs, and maintain strict confidentiality in a fast-paced environment.

Office presence is required five days a week, with specific shift times. Ideal candidates have 0.5+ years of experience and a solid understanding of financial services operations and systems.