New Business Operations Coordinator

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.