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Finance Operations Associate + Dynamic Culture + Omaha

Lutz Omaha, NE

Our client, in the financial services industry, is looking for an Operations Assistant to join their team. They are a family-owned company, established over 20 years ago, and they offer great work/life balance, a culture of personal and community service, outstanding benefits, and opportunities for growth. If you are looking for a new opportunity, we may have the position for you!


  • Assist with all operational tasks of the firm including, underwriting, portfolio management, and financial analysis
  • Communicate effectively with clients and prospects, underwriters, producers, and partners
  • Organize and manage case inventory from beginning to end
  • Maintain status tracking reports
  • Effectively and efficiently fund and refund life insurance premiums


  • Bachelor’s degree in Finance or Business Administration, preferred
  • Insurance licensing: Life and Health licensed within 90 days of hire
  • Basic knowledge of banking systems requirements, preferred
  • Able to problem solve and determine what products and terms best fit a client/prospect
  • Proactive mindset with the ability to anticipate and resolve problems
  • High attention to detail and strong organizational skills
  • Able to embrace change and work in a fast-paced professional environment
  • Effective and professional oral and written communication skills


For confidential consideration, go to for the most prompt response. You can also call Jana Stone at 402.769.7057. We understand that confidentiality is extremely important, and your resume will NOT be forwarded to our client without your permission.


Job Number – 5230SG


Instant Answers
providedProvided by company
Full-time Employee
Date Posted May 25, 2022
Date Closes June 24, 2022
Located In Omaha, NE
Job Type Full-time Employee
Shift Custom
SOC Category 13-2053.00 Insurance Underwriters
Zipcode 68154
Name Jana Stone
Address 13616 California Street, Ste 200
City, State and Zip Omaha, NE 68154
Phone (402) 769-7057

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