Onsite Relationship Specialist — Field Service

New-York-Life; Anaheim (CA); 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

Job summary

New York Life in Anaheim is seeking an Operations Specialist to support the Managing Partner and the local management team, ensuring smooth daily operations for agents and clients in a fully onsite environment.

You will coordinate accounts payable/receivable, handle mail and deliveries, assist with facilities, onboarding for new agents, and act as the first point of contact for agents and staff, requiring a proactive approach to problem solving.

Qualifications

• 3 years experience in customer service and/or office administration.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office Suite.

Responsibilities

• Provide administrative and operational support to the Managing Partner and management team.
• Collaborate with the onsite Service Leader to ensure efficient operations.
• Act as a point of contact for agents, addressing inquiries promptly and professionally.
• Greet and welcome visitors; manage phone inquiries and routing.
• Coordinate accounts payable and receivable; process expenses and reimbursements.
• Assist with facility management and onboarding of new agents; manage meetings and fingerprinting tasks.

Skills

Customer service

Office administration

Microsoft Office

Education

Associates or Bachelor's degree preferred

Job description

New York Life in Anaheim is seeking an Operations Specialist to support the Managing Partner and the local management team, ensuring smooth daily operations for agents and clients in a fully onsite environment.

You will coordinate accounts payable/receivable, handle mail and deliveries, assist with facilities, onboarding for new agents, and act as the first point of contact for agents and staff, requiring a proactive approach to problem solving.