Operations Support Specialist

Society of Actuaries Research Institute•Chicago, IL

37d•Hybrid

About The Position

The Operations Support Specialist plays a critical role in ensuring the Society of Actuaries’ core operational processes run accurately, efficiently, and at scale. Reporting to the Senior Director of Technology Services; this position focuses on solving operational problems, improving data integrity and connecting work across membership, credentialing, finance, product lines, and partner programs. This role ensures accurate processing, reliable data management in the CRM, and smooth execution of member services, invoicing, compliance, and cross-organizational operational activities.

Requirements

Bachelor’s Degree preferred in business or related field preferred (an equivalent amount of training, education and experience will be considered)
3-5 years of experience leading operational administrative functions that support critical business operations
At least 1 year of experience working with financial controls and/or accounting functions
Excellent communication skills, including verbal, listening and written
Solid skills with the following tools
Microsoft Outlook, Word, Excel, Teams, OneDrive
Customer Case Tracking software
Customer Relationship Management (CRM) software (Salesforce)
Ability to standardize unstructured processes into repeatable, standard operating procedures
Ability to identify and prioritize operational risk versus service efficiency
Comfortable working with unstructured data across systems
Strong understanding of navigating websites
Detail oriented
Ability to work effectively in a team environment
Aptitude to work on multiple projects and meet deadlines
Ability to communicate effectively with people and other departments
Knowledge of policy and ability to apply that to unique situations

Nice To Haves

Association experience is a plus

Responsibilities

Execute key operational processes across multiple functional areas, ensuring accuracy, compliance, and timely completion.
Identify operational issues, data inconsistencies, or process gaps, investigate root causes, and implement practical solutions.
Serve as a point of coordination across teams when operational work spans systems, departments, or external partners.
Manage membership-related operational functions including application processing, reinstatements, and resignations.
Perform operations related to Continuing Professional Development (CPD) for members, including the CPD attestation process and subsequent audit.
Support administrative requirements of credentialing programs for candidates and members, including designations, certificates, and micro-credentials.
Perform key financial operations functions including audit support, collections activities, and month-end close process.
Generate, review, and distribute invoices to support key product lines and offerings.
Ensure financial and operational activities align with established controls, policies, and compliance regulations.
Correct irregularities in operational data in the organization’s CRM (Salesforce) and/or legacy system (Personify) as requested, ensuring information is accurate, complete, and consistently structured.
Perform discrete data hygiene and cleanup activities as assigned, including identifying duplicates, correcting incomplete or inconsistent records, and improving overall data quality to support reporting and operations.
Provide administrative support for university visits including CAE and UEC in the organization’s Customer Relationship Management system (CRM).
Provide administrative support for partner actuarial organizations and/or clubs including the American Academy of Actuaries.
Recommend and implement process improvements that reduce manual effort, improve accuracy, or enhance service delivery.
Document operational procedures and contribute to operational best practices.
Communicate clearly with internal stakeholders to explain processes, resolve issues, and set expectations.