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Operations Associate 1

IralogixPittsburgh, Pennsylvania, United StatesOnsite
This job is no longer open

Company:  IRALOGIX, Inc.                                                                                                           Position:   Operations Associate I
Location:    Pittsburgh, PA  / Hybrid                                                                                               Job Type:  Full-Time/Non-ExemptIndustry:    Retirement Services/FinTech Software                                                                       Travel:       0%

IRA


LOGIX


is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations.

Role:


As an 

OPERATIONS ASSOCIATE I, 


reporting directly to the Operations Manager,

your key objectives will be to ensure efficient operation of the Operations and Customer Care teams. The Operations Associate supports the manager and employees through a variety of tasks related to organization and communication. You will be responsible for confidential and time-sensitive material and ensure that all administrative duties are completed accurately and delivered with high quality and in a timely manner.

Location: 


This is a remote position, but candidates must reside within a 2-hour drive from Pittsburgh, PA. Occasional travel to the Pittsburgh office will be required. 

Responsibilities:


The essential responsibilities and duties for this position include, but are not limited to, the following:

  • Client, vendor, and colleague assistance
  • Data Entry
  • Contribute to team effort by accomplishing tasks as needed
  • Mailroom duties such as sending mail requested by Customer Care, retrieving and distributing mail to and from the post office as needed.
  • Scanning in completed Accountholder documentation for Customer Care
  • Maintain levels of pre-printed materials
  • Maintain levels of mailing materials such as stamps, paper, ink, stamp machine funds, etc. 

  • Special projects as assigned

Required Skills/Abilities:


  • Excellent verbal and written communication skills

  • Proficient in using Microsoft Office applications 
  • Demonstrate professionalism and dependability 
  • Proficient with problem-solving and accuracy
  • Good typing skills
  • High attention to detail and accuracy

Education and Experience:


  • High school diploma or equivalent  
  • Must be US Citizen, Permanent Resident, or eligible to work in the US permanently

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness.  M/F/V/D



This job is no longer open

Life at Iralogix

iraLogix is redefining the IRA industry through unique, technology driven solutions that help our clients grow their business and better serve their customer's IRA accounts. Our groundbreaking proprietary technology platform offers open architecture for investment options, custody and advice providers, allowing access to institutionally priced IRAs for everyone, regardless of account size.
Thrive Here & What We Value1. Embraces diversity2. Represents a variety of backgrounds3. Upholds inclusiveness4. Encourages collaboration5. Values creativity6. Fosters growth opportunities7. Promotes work-life balance8. Provides ongoing training and development9. Celebrates successes10. Maintains open communication channels</s>
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