What are the responsibilities and job description for the New Business Operations Coordinator position at MassMutual Pittsburgh?
New Business Operations Coordinator – MassMutual Pittsburgh (On-site)
MassMutual Financial Group is a long-standing leader in financial services, helping clients protect and grow their wealth with confidence. Our Pittsburgh office is expanding, and we’re looking for a New Business Operations Coordinator to support a high-performing team of financial advisors.
If you’re someone who thrives on accuracy, loves solving problems before they become problems, and wants to make a meaningful impact behind the scenes, this role will feel right at home.
Key Responsibilities
- Review, validate, and process insurance and investment applications (life, disability, brokerage, advisory, retirement accounts, etc.) in line with firm and regulatory guidelines.
- Serve as the point of contact between financial advisors, underwriters, and custodians to resolve paperwork discrepancies, missing requirements, and compliance issues.
- Ensure timely and accurate submission of all documentation through the appropriate processing platforms.
- Track application status, monitor outstanding items, and follow up to create a seamless onboarding experience for clients.
- Maintain thorough records and logs for auditing, reporting, and regulatory needs.
- Identify workflow gaps and partner with leadership to refine and improve processes.
- Train new advisors on systems and procedures for submitting and processing new business.
Qualifications
- Experience in financial services—especially new business or investment operations—is strongly preferred.
- Familiarity with insurance processing, brokerage, and advisory platforms is a plus.
- Exceptional attention to detail and comfort working within tight deadlines.
- Strong organizational, written, and verbal communication skills.
- High level of confidentiality; background check and fingerprinting required.
- Proficiency in Microsoft Office; experience with CRM and digital document workflow platforms preferred.
Benefits & Compensation
· Full medical, dental, and vision
· 401(k) Savings Plan with employer match
· Paid time off
· Salary range: $50,000 - $60,000, based on education and experience
If you’re ready to take ownership of a role that lets you build, improve, and genuinely make a mark, we’d love to meet you.
Salary : $50,000 - $60,000