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Service Operations Support Specialist

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Las Vegas

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Category:
-

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

The Service Operations Support Specialist is responsible for handling all incoming and outgoing mail in the office. This includes opening, scanning, and preparing mail items for processing, as well as ensuring all outgoing documents are properly prepared for pick-up. The role also involves assisting in the creation of tickets and providing support in various other tasks as assigned by leadership.

Job Responsibility:

  • Receive and process incoming mail and packages (USPS, FedEx, UPS) across multiple entities
  • Log, scan, and upload checks and documents into document management systems and shared folders
  • Create, assign, and manage tickets following established procedures and pipeline guidelines
  • Perform remote check deposits and maintain organized deposit records
  • Securely handle sensitive original documents (e.g., stock certificates, notarized forms, death certificates)
  • Review and process agent authorization and beneficiary designation forms in accordance with internal standards
  • Validate digital and physical signatures and initiate identity verification when required (e.g., Veriff)
  • Prepare, package, and fulfill outgoing mail and check requests
  • Maintain tracking logs for outgoing mail and check distributions
  • Monitor and triage inbound pipelines (e.g., Operations Inbox, Trust Operations, New Accounts)
  • Assist with document handling, uploads, and ticket reassignment across multiple workflows
  • Maintain accurate logs and provide general administrative and operational support as needed

Requirements:

  • High school diploma or equivalent required
  • Associate degree preferred
  • Minimum of 2 years of experience in operations, administrative support, or financial services
  • Proficiency in Microsoft Office or similar office software
  • Familiarity with ticketing and document management systems (e.g., HubSpot, WorkSpace) preferred
  • Experience with remote deposit systems and scanning equipment is a plus
  • Knowledge of trust operations, financial documentation, or compliance processes preferred

Nice to have:

  • Familiarity with ticketing and document management systems (e.g., HubSpot, WorkSpace)
  • Experience with remote deposit systems and scanning equipment
  • Knowledge of trust operations, financial documentation, or compliance processes
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
March 21, 2026

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