Job opportunity
Benefits Operations Administrative Assistant
PPF Foundation Co
Strengthen benefits operations through compliant documentation, technology support, and detail-focused administration at PPF Benefits & Retreat. Regular client-meeting travel is required.
PPF Benefits & Retreat is seeking an Administrative Assistant for a changing environment with multiple priorities. This position supports Benefits, Client Experience, and IT Integration activities through data entry, troubleshooting, reporting, processing, and operational recommendations. Strong MS 365 knowledge, professionalism, initiative, and collaboration are essential.
Key Responsibilities:
Process applications, service requests, and client transactions
Assist technology troubleshooting and group-wide projects
Format, print, and organize advisor documentation
Monitor office and hospitality supplies and ordering
Recommend improvements to client processes and procedures
Requirements:
Strong MS 365 knowledge, including Word, Excel, PowerPoint, Outlook
Knowledge of compliance, regulations, and legal ethics
Highly organized with strong attention to detail
Proactive, accountable, responsible, and collaborative approach
Knowledge of benefits industry, insurers, products, and procedures preferred
Use technical acumen, compliance awareness, and precise administration to support benefits operations, advisors, and client service.
#J-18808-Ljbffr
Apply on source site PPF Benefits & Retreat is seeking an Administrative Assistant for a changing environment with multiple priorities. This position supports Benefits, Client Experience, and IT Integration activities through data entry, troubleshooting, reporting, processing, and operational recommendations. Strong MS 365 knowledge, professionalism, initiative, and collaboration are essential.
Key Responsibilities:
Process applications, service requests, and client transactions
Assist technology troubleshooting and group-wide projects
Format, print, and organize advisor documentation
Monitor office and hospitality supplies and ordering
Recommend improvements to client processes and procedures
Requirements:
Strong MS 365 knowledge, including Word, Excel, PowerPoint, Outlook
Knowledge of compliance, regulations, and legal ethics
Highly organized with strong attention to detail
Proactive, accountable, responsible, and collaborative approach
Knowledge of benefits industry, insurers, products, and procedures preferred
Use technical acumen, compliance awareness, and precise administration to support benefits operations, advisors, and client service.
#J-18808-Ljbffr