Onsite Relationship & Operations Specialist

New York Life; Waltham (MA); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Paid Vacation

Health Care

401K match

Pension Plan

Tuition Assistance

Flexible Spending Accounts

Student Loan Repayment Program

Job summary

New York Life is seeking an Operations Specialist to support daily onsite operations at our General Office. You will be the first contact for agents and clients, coordinating activities with the Service Leader and ensuring smooth administrative processes to support agency stakeholders.

Ideal candidates have 3+ years in customer service or office administration, strong communication, and proficiency with Microsoft Office.

Qualifications

• Minimum of 3 years experience in customer service and/or office administration.
• Excellent written and verbal communication skills.
• Proficiency in the Microsoft Office Suite.

Responsibilities

• Provide administrative and operational support to the Managing Partner and leadership.
• Collaborate with onsite Service Leader to ensure efficient operations.
• Serve as a point of contact for agents, addressing inquiries promptly and professionally.
• Greet and welcome visitors.
• Answer and direct phone inquiries.
• Coordinate accounts payable/receivable and related expenses.
• Handle mail and deliveries per regulatory guidelines.
• Assist with facility management and network issue troubleshooting.
• Support onboarding for new agents and manage resource assignments.
• Prepare control reports and meeting arrangements; coordinate fingerprinting for candidates.

Skills

Customer service

Office administration

Microsoft Office

Verbal & written communication

Education

Associates degree (preferred)

Bachelor’s degree (preferred)

Tools

Microsoft Office Suite

Job description

New York Life is seeking an Operations Specialist to support daily onsite operations at our General Office. You will be the first contact for agents and clients, coordinating activities with the Service Leader and ensuring smooth administrative processes to support agency stakeholders.

Ideal candidates have 3+ years in customer service or office administration, strong communication, and proficiency with Microsoft Office.