What are the responsibilities and job description for the Business Process & Operations Analyst position at ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC?
Who We Are
Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
This role supports the Agency Operations team through a combination of data analysis, operational support, compliance/audit activities, and process improvement. The position is highly cross-functional and requires a self-directed individual who can work independently while collaborating with stakeholders across operations, underwriting, legal, and leadership.
This is a hybrid role blending business analysis, operations, compliance, and project coordination.
This is a remote opportunity. Candidates must be based in the Eastern Time Zone or able to work Eastern Time Zone hours.
What You'll Do
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Join a team that puts its People First! First American's Agency Division is dedicated to providing our policy-issuing agents with resources, services and underwriting guidance needed to achieve new levels of success. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for ten consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do
This role supports the Agency Operations team through a combination of data analysis, operational support, compliance/audit activities, and process improvement. The position is highly cross-functional and requires a self-directed individual who can work independently while collaborating with stakeholders across operations, underwriting, legal, and leadership.
This is a hybrid role blending business analysis, operations, compliance, and project coordination.
This is a remote opportunity. Candidates must be based in the Eastern Time Zone or able to work Eastern Time Zone hours.
What You'll Do
- Analyze agent activity and usage of proprietary systems and data to identify trends, risks, and opportunities.
- Monitor and report on behaviors such as data usage without corresponding order generation; recommend and support appropriate actions (e.g., access changes).
- Produce recurring (monthly/quarterly) reporting and insights for leadership.
- Partner with leadership on enterprise risk and compliance initiatives related to agency operations.
- Support internal and external audits by gathering data, documenting processes, and tracking findings.
- Assist in audit remediation efforts, ensuring issues are resolved and properly reported.
- Participate in quarterly compliance reviews and ongoing monitoring activities.
- Document and maintain business processes, procedures, and standard operating guidelines.
- Create and maintain knowledge base articles and training materials.
- Identify opportunities to improve efficiency, reduce manual work, and enhance controls.
- Support and/or lead operational and compliance-related projects.
- Coordinate across cross-functional stakeholders (e.g., operations, underwriting, legal, sales leadership).
- Track progress, organize deliverables, and communicate updates to stakeholders at all levels.
- Assist in maintaining and updating business continuity plans.
- Support periodic testing and communication efforts through internal notification systems.
- Ensure plans are reviewed and updated annually.
- Serve as a backup resource to underwriting support.
- Coordinate high-liability or complex transactions with underwriters.
- Ensure accuracy and timely handling of operational requests.
- Support data governance practices by ensuring appropriate use, access, and integrity of company data.
- Identify and escalate risks related to improper data usage.
- Leverage tools (including AI/automation) to streamline processes and reduce manual effort.
- Recommend and implement improvements to increase operational efficiency.
- BS Degree or equivalent work experience
- 2–5 years of experience in business analysis, operations, compliance, or similar role
- Strong analytical and problem-solving skills with experience interpreting data and identifying trends
- Exposure to compliance, audit, or risk management environments (preferred)
- Experience with process documentation and SOP creation
- Ability to manage multiple priorities in a hybrid role
- Strong communication and presentation skills, with the ability to interact across all levels of the organization (including leadership)
- High level of self-motivation and ability to work independently in a remote environment
- Experience working cross-functionally with diverse stakeholders
- Proficiency in Microsoft Office (Excel, PowerPoint, etc.)
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
What We Offer
By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First Culture celebrates diversity, equity and inclusion not simply because it’s the right thing to do, but also because it’s the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
Salary : $73,900 - $98,500