Operations Support Specialist - Hybrid (Danvers, MA)

*Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.* *We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.* Must be eligible to work in the United States without the need for work visa or residency sponsorship. We kindly ask that external recruiters, agencies, and search firms do not contact our hiring managers or employees directly regarding open positions. All candidate submissions must go through our official application process and must be made aware to our internal Talent Acquisition team to verify candidate ownership. Unsolicited resumes or candidate profiles sent to OneDigital without a prior signed agreement will be considered the property of OneDigital. In such cases, OneDigital reserves the right to pursue and hire those candidates without any financial obligation to the agency or recruiter. **Our Newest Opportunity:** **Summary:** The Operations Support Specialist serves as a trusted partner, across all areas of responsibility, supporting the Manager of Operations, Senior Vice President of Operations and others on the operations team as needed. The Specialist will help the Operations Team be more productive and effective by maintaining responsibility for key assignments, general project management, planning and support. They will work closely with Operations leadership and cross-functional business areas to support operational efficiency, administrative execution, and data integrity. The ideal candidate is looking to start or broaden their career in business operations, project administration and strategy. **Essential Duties and Responsibilities (include but are not limited to):** Meeting Preparation And Support - Preparation with stakeholders and materials management, includes: PowerPoint creation, working with key business areas and leaders to build agenda and materials and organizing and sharing deliverables - Meeting record keeping: Participate and support in keeping meetings on time and on topic, taking detailed notes and actions; creating summarized meeting highlights for disseminating to participants, following up on action items - Partner with advisors to support sales origination efforts by identifying engagement opportunities and helping drive prospect activity Event Planning And Calendar Management - Calendar management as requested for the Operations Team - Light travel planning and coordination - Event logistics research, coordination, and administrative support in service of Operations team objectives, as directed by Operations leadership - Provide administrative coordination for internal and client-facing operational webinars and educational events, including RSVP management, attendee tracking, follow-up logistics, and post-event record keeping, as directed by the Operations team Data Management - Auditing reports - • Reviewing operational and client data within Salesforce and other internal systems; performing data hygiene tasks and coordinating with data owners to ensure accuracy in support of Operations team reporting - • Creating financial summary reports - • Maintain and manage Salesforce data related to client relationships, prospect activity, opportunities, and executive benefit programs to support business development and c…