Operations Associate

COMPANY OVERVIEW

Daybright is one of the largest independently owned insurance brokerage firms in the country providing a full range of employee benefits, compliance, and HR consulting services, along with retirement solutions for both the private and public sectors. Founded in 2008 and today serves over three million participants nationally in the K-12, Corporate and Government markets. For more information about Daybright, please visit our website: www.daybright.com

Daybright is currently seeking a Operations Associate to join our Individual Financial Solutions Segment located in Wayne, PA within our Kades-Margolis Corporation team. Be part of a team of thought leaders and seasoned benefits and retirement planning professionals.

JOB DESCRIPTION

We are seeking a detail-oriented Operations Associate to support the back-office functions of our proprietary investment product. This role is critical to ensure accurate processing, timely follow-up, and high-quality client service. The ideal candidate is organized, dependable, and comfortable handling multiple operational tasks in a fast-paced environment.

EDUCATION AND EXPERIENCE

• Bachelor’s degree (Finance or related field preferred).
• Excellent sales and communication skills.
• Self-motivated with ability to work independently.
• Need to have or be willing to obtain (KMC will sponsor):

RESPONSIBILITIES

• Support daily back-office operations related to our proprietary investment product
• Assist clients with login access and general account-related questions
• Review, process, and track client paperwork for accuracy and coleteness
• Process and track check deposits and incoming funds
• Handle transfer requests, including processing, monitoring status, and follow-up
• Maintain accurate records and ensure documentation is properly stored
• Provide internal and external client service support as needed
• Communicate effectively with internal teams to resolve issues or obtain missing information
• Perform other operational and administrative duties as assigned

SKILLS AND EXPERIENCE

• Strong attention to detail and commitment to accuracy
• Ability to prioritize tasks and manage multiple responsibilities simultaneously
• Proficiency in Microsoft Excel, Word, and Adobe (PDF review and editing)
• Strong organizational and time-management skills
• Professional written and verbal communication skills
• Ability to work independently while collaborating effectively with a team
• Comfort working in a structured, process-driven environment

INDUSTRY SPECIFIC KNOWLEDGE (PREFERRED)

• Prior experience in financial services, operations, or back-office support.
• Familiarity with investment products, account processing, or custodial platforms.
• Experience handling sensitive or confidential client information.