<p>We are looking for a dependable Administrative Assistant to support office operations in Cedar Rapids, Iowa. This is a fully onsite role and is well suited for someone who works accurately, manages repetitive tasks effectively, and provides timely service to customers. The role focuses on identifying insurance-related products, retrieving the correct records or media, and maintaining documentation in line with retention standards. Success in this position requires strong organization, steady follow-through, and the ability to learn established business practices quickly.</p><p><br></p><p>Responsibilities:</p><p>• Review policy numbers to determine the correct annuity, life, health, membership, or related insurance product classification.</p><p>• Locate and obtain the appropriate files, documents, or media needed to complete customer requests accurately and efficiently.</p><p>• Maintain records in accordance with retention guidelines and ensure documentation is handled properly throughout its lifecycle.</p><p>• Manage a steady volume of standardized clerical work by following defined procedures and completing routine tasks with consistency.</p><p>• Organize daily assignments based on urgency and service expectations so customer needs are addressed within required timeframes.</p><p>• Build productive working relationships with both internal teams and external customers to support smooth request handling.</p><p>• Apply learned business rules and operational practices to complete work correctly and minimize errors.</p><p>• Contribute to departmental performance by meeting or surpassing established service level targets.</p>
<p>We are seeking a detail-oriented professional to support compliance and operational review activities within a highly regulated financial services environment. This role focuses on executing established processes, reviewing information for completeness, documenting activities, and coordinating communications using standardized procedures and templates. The ideal candidate is organized, accurate, comfortable working with confidential information, and able to follow detailed workflows with minimal supervision.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Execute client identity verification reviews using established procedures.</li><li>Conduct batch and individual record reviews and document results accurately.</li><li>Support sanctions and watchlist screening processes by gathering and organizing information for review.</li><li>Listen to recorded calls and document required details in internal systems.</li><li>Retrieve account, client, and transaction information for internal stakeholders.</li><li>Prepare and distribute standardized communications using approved templates.</li><li>Maintain tracking logs and ensure documentation is complete and up to date.</li><li>Escalate exceptions or discrepancies to senior team members for further review.</li><li>Follow regulatory, compliance, and operational procedures with a high degree of accuracy.</li><li>Assist with administrative tasks and special projects as assigned.</li></ul><p><br></p>