Operations Admin Specialist

Insight Global is seeking a financial services professional to join the Charitable division of one of the nation's largest financial institutions. This individual will be working specifically on accounts tied to Donor Advised Funds (DAF). A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively to the charities/causes of their choosing. The person in this role will be focused on the operational work submitted by their Donors and Advisors, making outbound calls, inbound call coverage, handling the remediation of open cases regarding paperwork that is not in good order. These cases can involve; processing of forms and paperwork, handling client and advisor request through email, transfer of assets requests, account maintenance updates (changing demographic info such as beneficiaries, addresses, phone numbers) and follow up calls out to clients and advisors regarding their DAF accounts. This role is to be treated as an ongoing interview and your foot in the door with a prestigious institution. We are seeking individuals with prior finance/banking experience in similar roles.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Required Skills & Experience

Prior Finance/banking experience
Prior customer service experience in a financial role
Professional etiquette on the phone

Nice to Have Skills & Experience

Series 7/63 licenses
Bachelor's degree
Institutional experience

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.