Operations Administrator: Impactful Support & Compliance

BHG Financial; United States; Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical coverage

PTO & vacation

Wellness Fridays

401(k) contributions

Training & certification

Awards & bonuses

Volunteer opportunities

Job summary

CCMR3 in the United States is seeking an Operations Administrator to support accurate, timely, and compliant execution of daily processes. You will maintain databases, prepare documentation, manage work queues, draft consumer communications, and coordinate with internal and external stakeholders.

The role requires ownership of responsibilities, adherence to SLAs, and strict confidentiality and regulatory compliance.

Qualifications

• Experience in administrative/operations support or financial services preferred.
• Ability to manage multiple deadlines and priorities.
• Strong attention to detail and accuracy.
• Professional written and verbal communication.
• Ability to escalate issues when needed.

Responsibilities

• Maintain accurate and complete operational databases, account records, systems, and documentation in accordance with departmental procedures.
• Review account information and prepare modifications, proposed terms, and related documentation accurately and within established timeframes.
• Manage assigned work queues by monitoring deadlines, prioritizing time-sensitive activities, and completing work in accordance with departmental service-level agreements.
• Complete the accurate setup of agreements, ensuring all required information, terms, documentation, and system updates are properly recorded.
• Draft and send clear, accurate, and professional consumer correspondence using approved templates, processes, and communication standards.
• Review work for accuracy and completeness before finalizing system updates, agreements, correspondence, or account documentation.
• Develop and maintain collaborative working relationships with internal stakeholders, business partners, and external vendors.
• Coordinate with appropriate stakeholders to obtain information, resolve discrepancies, and support the timely completion of operational activities.
• Safeguard confidential consumer, client, and company information by following established privacy, information security, and records-management requirements.
• Perform assigned responsibilities in accordance with applicable laws, regulations, company policies, departmental procedures, and approved business practices.
• Identify incomplete information, processing discrepancies, potential compliance concerns, and workflow barriers, and elevate them promptly through the appropriate channels.
• Provide administrative and operational support to other business areas based on workload, business needs, and assigned priorities.
• Assume ownership of assigned backup responsibilities during team member absences, ensuring priority tasks, work queues, consumer correspondence, documentation, and service-level commitments remain timely and uninterrupted.
• Adapt to changes in procedures, systems, assignments, and business priorities while maintaining accuracy and productivity.
• Participate in training, process updates, team meetings, and continuous improvement efforts to strengthen operational performance and service delivery.
• Perform other duties and responsibilities as assigned.

Skills

Organizational

Time management

Attention to detail

Written communication

Verbal communication

Job description

CCMR3 in the United States is seeking an Operations Administrator to support accurate, timely, and compliant execution of daily processes. You will maintain databases, prepare documentation, manage work queues, draft consumer communications, and coordinate with internal and external stakeholders.

The role requires ownership of responsibilities, adherence to SLAs, and strict confidentiality and regulatory compliance.