Operations Expert- U (Financial Services)

Location: Minneapolis, Minnesota, United States

Base salary: $50,800–$76,300 per year, with potential variable pay through bonuses, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services organization providing financial planning, asset management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Process, reconcile, and balance routine and sophisticated transactions for assigned financial products.
• Research and resolve complex issues escalated by advisors, clients, and other relationship partners.
• Manage a high-volume case load and communicate resolution updates to internal and external business partners.
• Audit transactions, approve reissued and rewritten transactions, and perform frontline underwriting where applicable.
• Identify process improvements and implement appropriate solutions.
• Participate in team and department projects as assigned.

Requirements

• High school diploma or GED.
• 3–5 years of relevant experience, including at least 3 years in operations, processing, or customer service.
• Ability to research and resolve issues using analytical and problem-solving skills.
• Strong attention to detail and ability to meet tight deadlines while maintaining accuracy.
• Effective written and verbal communication skills, including the ability to explain complex issues.

Nice to have

• Product-specific or financial services industry experience.

Culture & Benefits

• Full-time, non-exempt position in the Business Support & Operations group.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Potential eligibility for bonuses, commissions, and/or long-term incentives depending on the role.