Society of Actuaries Research Institute

Compensation

Full Description

This is a hybrid position based in our Chicago/O’Hare Area office. Preference is for candidates who live within a 100-mile radius of this office, but we are additionally open to candidates outside this region who offer the right skill set and experience. Your Purpose: The Operations Support Specialist plays a critical role in ensuring the Society of Actuaries’ core operational processes run accurately, efficiently, and at scale. Reporting to the Senior Director of Technology Services; this position focuses on solving operational problems, improving data integrity and connecting work across membership, credentialing, finance, product lines, and partner programs. This role ensures accurate processing, reliable data management in the CRM, and smooth execution of member services, invoicing, compliance, and cross-organizational operational activities.  What You’ll Do:   Operational Execution and Problem Solving •    Execute key operational processes across multiple functional areas, ensuring accuracy, compliance, and timely completion. •    Identify operational issues, data inconsistencies, or process gaps, investigate root causes, and implement practical solutions. •    Serve as a point of coordination across teams when operational work spans systems, departments, or external partners. Examples of Specific Process Areas: Membership, Credentialing, and Professional Development Operations •    Manage membership-related operational functions including application processing, reinstatements, and resignations. •    Perform operations related to Continuing Professional Development (CPD) for members, including the CPD attestation process and subsequent audit. •    Support administrative requirements of credentialing programs for candidates and members, including designations, certificates, and micro-credentials. Financial and Product Line Operations •    Perform key financial operations functions including audit support, collections activities, and month-end close process. •    Generate, review, and distribute invoices to support key product lines and offerings. •    Ensure financial and operational activities align with established controls, policies, and compliance regulations. Customer Relationship Management (CRM) and Data Management •    Correct irregularities in operational data in the organization’s CRM (Salesforce) and/or legacy system (Personify) as requested, ensuring information is accurate, complete, and consistently structured. •    Perform discrete data hygiene and cleanup activities as assigned, including identifying duplicates, correcting incomplete or inconsistent records, and improving overall data quality to support reporting and operations. Partner Administrative Support •    Provide administrative support for university visits including CAE and UEC in the organization’s Customer Relationship Management system (CRM). •    Provide administrative support for partner actuarial organizations and/or clubs including the American Academy of Actuaries. Continuous Improvement and Collaboration •    Recommend and implement process improvements that reduce manual effort, improve accuracy, or enhance service delivery. •    Document operational procedures and contribute to operational best practices. •    Communicate clearly with internal stakeholders to explain processes, resolve issues, and set expectations. What You’ll Need:  •    Bachelor’s Degree preferred in business or related field preferred (an equivalent amount of training, education and experience will be considered) •    3-5 years of experience leading operational administrative functions that support critical business operations •    At least 1 year of experience working with financial controls and/or accounting functions •    Association experience is a plus KNOWLEDGE, SKILLS AND ABILITIES including competencies that may be representative but not all inclusive of those commonly associated with this position •    Excellent communication skills, including verbal, listening and written •    Solid skills with the following tools •    Microsoft Outlook, Word, Excel, Teams, OneDrive •    Customer Case Tracking software •    Customer Relationship Management (CRM) software (Salesforce) •    Ability to standardize unstructured processes into repeatable, standard operating procedures •    Ability to identify and prioritize operational risk versus service efficiency •    Comfortable working with unstructured data across systems •    Strong understanding of navigating websites •    Detail oriented •    Ability to work effectively in a team environment •    Aptitude to work on multiple projects and meet deadlines •    Ability to communicate effectively with people and other departments •    Knowledge of policy and ability to apply that to unique situations This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees may be required to follow other job-related instructions and to perform other job-related duties as requested, subject to all applicable state and federal laws. Certain job functions described herein may be subject to possible modification in accordance with applicable state and federal laws.   What We Offer:  * Competitive Compensation: We understand the value of your contributions, and we ensure that you are rewarded competitively for your skills and dedication. * Generous Paid Time Off: Achieve a work-life balance with ample paid time off, giving you the flexibility, you need for personal and family responsibilities. * Professional Development: We invest in our team's growth. Take advantage of opportunities for continuous learning and career advancement, including tuition reimbursement and continuing education funding. * Health and Wellness: Your well-being is important to us. Enjoy access to comprehensive health benefits, wellness programs, including our Employee Assistance program (EAP) and wellness reimbursement. * Disability Coverage: Gain peace of mind with our comprehensive disability coverage, including life, short-term, and long-term disability benefits. * Retirement Planning: Secure your future with our 403(b) plan and generous employer contribution. * Maternal/Paternal Leave: Embrace parenthood with confidence, knowing that we've got you covered every step of the way. Our maternal/paternal leave policy is designed to give you the time you need to bond with your newest family member without worrying about work. * Flexible Work Environment: Embrace a flexible hybrid environment that supports your productivity and work-life balance. * Diversity and Inclusion: We celebrate diversity and foster an inclusive workplace where everyone's unique perspectives are valued.   The SOA will provide equal opportunity to all employees and applicants for employment regardless of actual or perceived race, color, religion, age, sex, pregnancy, national origin, ancestry, disability (mental or physical), genetic information, military or veteran status, marital status, order of protection status, gender identity, sexual orientation or any other category protected by applicable law. Such action shall include but is not limited to: initial consideration for employment; job placement and assignment of responsibilities; performance evaluation; promotion and advancement; compensation and fringe benefits; training and professional development opportunities; formulation and application of human resource policies and rules; facility and service accessibility; and discipline and termination.