Operations Associate

M Financial Group • Dallas, TX

40d • Onsite

About The Position

M Financial Group is a community of leaders comprising the best and brightest
minds in our industry. By combining individuals’ expertise and skill, M
Financial Group has become a powerful force committed to advancing the interests
of our industry, communities, and clients for over 40 years.  M’s solutions are
rooted in the diverse expertise of our team, our collaborative approach to
innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role.  M Financial Group
provides a professional community that actively supports individuals with
diverse backgrounds and perspectives who come together to build and support
best-in-class solutions.

Requirements

• Bachelor’s degree in business administration, Operations Management, Finance, or a related field preferred.
• Minimum two years of operational or business analysis experience.
• Strong competency in Microsoft applications including Word, Excel, PowerPoint, and Outlook.
• Excellent documentation skills.
• Skilled in collaborating and communicating effectively within a team environment
• Ability to consistently deliver accurate and timely work product.
• Ability to identify opportunities for process improvement and innovation, recommend, and collaborate with team members on solutions.
• Ability to maintain sensitivity and awareness of confidentiality, compliance, and regulatory requirements.
• Ability to maintain a customer-centric approach in all aspects of work and communication.

Nice To Haves

• Financial services or insurance background preferred.
• Familiarity with Agile framework; Azure Dev Ops, Power BI, AI preferred.

Responsibilities

• Support the development, implementation, and documentation of operational strategies and process improvement initiatives.
• Provide day‑to‑day operational support to production teams to ensure smooth workflow and timely task execution
• Review, enter, maintain, and ensure data integrity within department systems.
• Conduct research and data analysis to inform project recommendations and operational decisions.
• Audit and report on financial transactions, operational metrics, and dashboards to ensure data accuracy and consistency.
• Collaborate with cross-functional teams to identify efficiency opportunities and support automation efforts.
• Maintain documentation, reports, and presentation materials for internal and external meetings.
• Assist with process mapping, performance metric tracking, and manual processes as needed.
• Schedule and facilitate meetings, prepare materials/deliverables, and aid in follow-up tasks.
• Monitor and respond to internal and external requests, ensuring accuracy and timeliness.
• Proactively identify gaps, issues, and risks related to systems and processes; recommend and collaborate on solutions.
• Support business activity through manual data entry and policy documentation.
• Present findings and contribute to continuous improvement discussions.
• Perform additional tasks and projects as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level