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.

MassMutual Pittsburgh

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New Business Operations Coordinator