Operations Assistant

Generate scheduled and ad hoc Epic reports for branches and departments, ensuring teams have accurate data to support decision-making.

Administer user access across Epic, carrier websites, comparative rating platforms, and RingCentral, including setup, maintenance, troubleshooting, and deactivation.

Support employee onboarding and offboarding activities, assist with time-off approval processes, and maintain accurate staff directory information.

Coordinate carrier website training and track continuing education requirements to support employee development and compliance.

Run motor vehicle reports as required and maintain accurate operational records.

Monitor shared inboxes and facilitate timely communication across teams.

Contribute to firmwide initiatives, system migrations, data integration efforts, and merger and acquisition projects that support organizational growth.

Highly organized and capable of balancing multiple priorities in a fast-paced environment.

Detail-oriented, with a commitment to accuracy and follow-through.

A proactive problem solver who enjoys identifying issues and finding effective solutions.

Comfortable learning new systems and navigating multiple technology platforms.

A strong communicator who collaborates effectively across departments and teams.

Trustworthy and discreet when handling confidential employee and business information.

Adaptable and eager to support evolving operational needs and special projects.