Operational Support Specialist (Finance)

TL;DR

Operational Support Specialist (Finance): Managing document management services and case assignment workflows with an accent on operational efficiency and data integrity. Focus on executing accurate case assignments, monitoring workload distribution, and implementing process improvements.

Location: Must be based in the Springfield, MA office (5 days/week)

Salary: $44,500–$56,100

Company

hirify.global is a purpose-driven insurance and financial services organization that values integrity, responsibility, and long-term impact.

What you will do

• Execute case assignment activities by reviewing incoming work based on business rules and service level agreements.
• Maintain high-quality records through precise data entry, documentation validation, and categorization in core systems.
• Monitor queues and workload distribution to identify bottlenecks and escalate capacity risks.
• Process routine operational work independently, conducting research to resolve issues.
• Collaborate with peers and business partners to ensure seamless service delivery.
• Identify and implement process improvements to increase team efficiency and scalability.

Requirements

• 1+ year of experience in Operations and/or Customer Service.
• 1+ year of experience with Microsoft Word, Outlook, and Excel.
• Must be able to work 5 days/week in the Springfield, MA office.
• Must be able to pass a non-registered fingerprint background check (FINRA).

Nice to have

• 3+ years of Operations and/or Customer Service experience.
• Strong analytical and critical thinking skills.
• Ability to handle repetitive work requiring high visual accuracy.

Culture & Benefits

• Collaborative environment where diverse perspectives are welcomed.
• Access to learning, development, and internal networks for continuous growth.
• Employee-led communities and forums fostering inclusion.
• A culture grounded in integrity, responsibility, and stewardship.