New Business Operations Coordinator
About The Position
New Business Operations Coordinator – MassMutual Pittsburgh (On-site) MassMutual Financial Group is a long-standing leader in financial services, helping clients protect and grow their wealth with confidence. Our Pittsburgh office is expanding, and we’re looking for a New Business Operations Coordinator to support a high-performing team of financial advisors. If you’re someone who thrives on accuracy, loves solving problems before they become problems , and wants to make a meaningful impact behind the scenes, this role will feel right at home.
Requirements
- Experience in financial services—especially new business or investment operations—is strongly preferred.
- Exceptional attention to detail and comfort working within tight deadlines.
- Strong organizational, written, and verbal communication skills.
- High level of confidentiality; background check and fingerprinting required.
- Proficiency in Microsoft Office; experience with CRM and digital document workflow platforms preferred.
Nice To Haves
- Familiarity with insurance processing, brokerage, and advisory platforms is a plus.
Responsibilities
- Review, validate, and process insurance and investment applications (life, disability, brokerage, advisory, retirement accounts, etc.) in line with firm and regulatory guidelines.
- Serve as the point of contact between financial advisors, underwriters, and custodians to resolve paperwork discrepancies, missing requirements, and compliance issues.
- Ensure timely and accurate submission of all documentation through the appropriate processing platforms.
- Track application status, monitor outstanding items, and follow up to create a seamless onboarding experience for clients.
- Maintain thorough records and logs for auditing, reporting, and regulatory needs.
- Identify workflow gaps and partner with leadership to refine and improve processes.
- Train new advisors on systems and procedures for submitting and processing new business.
Benefits
- Full medical, dental, and vision
- 401(k) Savings Plan with employer match
- Paid time off
- Salary range: $50,000 - $60,000, based on education and experience
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
