Operations Assistant

South Story Bank and TrustWest Des Moines, IA
23h

About The Position

The Operations Assistant is an essential role responsible for supporting the daily administrative and processing functions of our operations team. This position is ideal for someone who enjoys structured, detail-oriented work and takes pride in accuracy and consistency. As an Operations Assistant, you will focus on data entry, payment processing, document handling, and phone support. You’ll work closely with our Operations Specialists to ensure accounts, documents, and transactions are processed correctly and efficiently. This role provides a solid foundation for future growth within our operations team.

Requirements

  • 1+ year of experience in an office, administrative, financial, customer service, or clerical role.
  • Strong attention to detail; comfortable doing accuracy-driven, repetitive tasks.
  • Basic proficiency with Microsoft Outlook, Word, and Excel.
  • Ability to stay organized while handling multiple routine tasks.
  • Dependable, consistent, and able to work independently once trained.
  • Positive attitude with a willingness to learn and support the team.

Responsibilities

  • Enter and update account, payment, and financial information with a high level of accuracy.
  • Process routine payments and assist with basic transaction workflows.
  • Review documents for completeness and proper formatting.
  • Scan, label, file, and organize electronic and physical documents.
  • Assist with printing, assembling, and mailing client communications.
  • Help maintain organized filing systems and general office supplies.
  • Answer incoming calls and provide friendly, professional routing or basic support.
  • Assist Operations Specialists with administrative tasks and simple project needs.
  • Perform other general office duties as assigned.

Benefits

  • Health, dental, and vision coverage, life insurance, generous paid time off, a 401(k) plan with matching contributions.
  • Inclusive Culture: Insurance Finance Company is an Equal Opportunity Employer. We value diversity and are dedicated to providing a welcoming, inclusive workplace for all.
  • A culture of service, leadership, and innovation.
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