Jobs · Management · Texas

Operations Associate (Part-time)

M Financial Group · Dallas, TX · 2 wk ago
On-siteManagementPart-time

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.
  • 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.

Qualifications

  • Bachelor’s degree in business administration, Operations Management, Finance, or a related field preferred.
  • Minimum two years of operational or business analysis experience.
  • Financial services or insurance background preferred.
  • Strong competency in Microsoft applications including Word, Excel, PowerPoint, and Outlook.
  • Familiarity with Agile framework; Azure Dev Ops, Power BI, AI preferred.
  • 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.

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