Operations & Reporting Specialist (Finance & Benefits)

Phyton Talent Advisors; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Leading financial services firm is seeking an Operations Support Consultant to provide operational and administrative support to its Business Solutions Operations team in New York. The role focuses on servicing life insurance and employee benefits products with strong Excel skills and a proactive, learning mindset.

The candidate should be detail-oriented, analytical, and able to collaborate with internal and external partners to meet deadlines and service standards.

Qualifications

• Associate's degree preferred; equivalent experience will be considered.
• Recent college graduates and early-career professionals encouraged to apply.
• Experience in life insurance, employee benefits, or financial services is a plus.
• Salesforce or similar CRM experience is a plus.
• Familiarity with AI tools and their application to business processes is preferred.

Responsibilities

• Provide operational and administrative support to internal teams and external partners.
• Prepare and maintain monthly operational reports and KPIs.
• Develop tracking tools, reconciliations, and reports for oversight.
• Assist with EB RFP tracking, case management, and status reporting.
• Perform data validation and analysis to ensure accuracy.
• Monitor service activities, track deliverables, and identify trends.

Skills

Analytical thinking

Attention to detail

Communication skills

Time management

Collaboration

Willingness to learn

Education

Associate's degree preferred

Recent college graduates encouraged to apply

Tools

Microsoft Excel

Microsoft Office Suite

Salesforce / CRM

Job description

Leading financial services firm is seeking an Operations Support Consultant to provide operational and administrative support to its Business Solutions Operations team in New York. The role focuses on servicing life insurance and employee benefits products with strong Excel skills and a proactive, learning mindset.

The candidate should be detail-oriented, analytical, and able to collaborate with internal and external partners to meet deadlines and service standards.