Operations Specialist

From our humble beginnings in 1862 as a four person company formed in a single room, the name John Hancock, one of our nation's forefathers and the inspiration for our company, has long stood for integrity and commitment.

• Facilitate the rollover of assets from other financial responsibilities

• Coordinate and maintain department reporting needs Major Responsibilities

• Follow up on participant rollovers

• Answer emails in a timely manner
• Communicate with Third Party Administrators and Plan Sponsors to facilitate rollover process
• Facilitate daily and weekly operational activities and communicate with Manager
• Proactively share knowledge to ensure team objectives are met
• Assist training department
• Oversee data integrity requirements
• Ability to work independently and as a team with a customer focus
• Additional duties as assigned

• Bachelor Degree preferred
• 1-3 years financial services industry experience preferred

Knowledge & Skills

• Detail oriented with the ability to quickly organize, prioritize and work within a multiple task environment.
• Strong analytical and problem solving skills. Ability to breakdown an issue, isolate and resolve the problem(s).
• Strong Microsoft Office skills.
• Proven task management skills adhering to deadlines.

Key Differentiator

• Strong customer service focus
• Understand and adhere to policies and procedures