Business Operations Specialist
Aston Carter, Windsor, CT, United States
Business Operations Specialist
The Business Operations Specialist will contact approximately 200 existing clients, primarily by email with occasional phone calls, to collect and update customer and tax information in internal systems. This role combines customer service, data entry, and general administrative support to ensure accurate records and smooth operational processes.
Responsibilities
Reach out to approximately 200 clients primarily via email and occasionally by phone to request updated customer and tax information.
Collect, verify, and accurately enter customer and tax data into internal databases and systems.
Compose clear, professional, and grammatically correct emails to clients, following proper email etiquette.
Maintain a professional and courteous phone presence when speaking with clients and responding to inquiries.
Track responses and follow up with clients who have not provided the requested information within expected timeframes.
Organize and manage client information to ensure records remain current, complete, and easy to access.
Perform general administrative tasks to support daily business operations as needed.
Use Microsoft Office and Excel to update spreadsheets, maintain records, and generate basic reports.
Handle multiple tasks at once while maintaining accuracy, attention to detail, and timely completion of work.
Collaborate with internal team members to ensure that client information is properly updated and aligned with operational needs.
Essential Skills
Strong customer service skills with a professional and courteous demeanor.
Professional phone presence and clear verbal communication skills.
Proficiency with Microsoft Office, including working knowledge of Excel.
Experience with data entry and maintaining accurate records in databases or spreadsheets.
Strong written communication skills with excellent email grammar and etiquette.
General administrative experience supporting office or business operations.
Ability to multitask and manage a high volume of client outreach and follow‑ups.
Professionalism and reliability in meeting deadlines and handling sensitive information.
Additional Skills & Qualifications
Background or interest in finance or finance‑related operations.
Demonstrated ability to stay organized while working with large volumes of client information.
Proactive approach to following up with clients and resolving outstanding items.
Desire to gain experience and build a long‑term career in business operations or related fields.
Work Environment
This is a fully onsite position in a traditional office setting with normal business hours. You will work in a cubicle environment using standard office technology, including computers running Microsoft Office and Excel, as well as email and phone systems. The role involves frequent computer‑based work, data entry, and communication with clients in a professional office atmosphere.
Job Type & Location
Contract position based out of Windsor, CT.
Pay And Benefits
The pay range for this position is $20.00 – $22.00 per hour.
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long‑term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Application Deadline
This position is anticipated to close on May 5, 2026.
Equal Opportunity Employer
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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The Business Operations Specialist will contact approximately 200 existing clients, primarily by email with occasional phone calls, to collect and update customer and tax information in internal systems. This role combines customer service, data entry, and general administrative support to ensure accurate records and smooth operational processes.
Responsibilities
Reach out to approximately 200 clients primarily via email and occasionally by phone to request updated customer and tax information.
Collect, verify, and accurately enter customer and tax data into internal databases and systems.
Compose clear, professional, and grammatically correct emails to clients, following proper email etiquette.
Maintain a professional and courteous phone presence when speaking with clients and responding to inquiries.
Track responses and follow up with clients who have not provided the requested information within expected timeframes.
Organize and manage client information to ensure records remain current, complete, and easy to access.
Perform general administrative tasks to support daily business operations as needed.
Use Microsoft Office and Excel to update spreadsheets, maintain records, and generate basic reports.
Handle multiple tasks at once while maintaining accuracy, attention to detail, and timely completion of work.
Collaborate with internal team members to ensure that client information is properly updated and aligned with operational needs.
Essential Skills
Strong customer service skills with a professional and courteous demeanor.
Professional phone presence and clear verbal communication skills.
Proficiency with Microsoft Office, including working knowledge of Excel.
Experience with data entry and maintaining accurate records in databases or spreadsheets.
Strong written communication skills with excellent email grammar and etiquette.
General administrative experience supporting office or business operations.
Ability to multitask and manage a high volume of client outreach and follow‑ups.
Professionalism and reliability in meeting deadlines and handling sensitive information.
Additional Skills & Qualifications
Background or interest in finance or finance‑related operations.
Demonstrated ability to stay organized while working with large volumes of client information.
Proactive approach to following up with clients and resolving outstanding items.
Desire to gain experience and build a long‑term career in business operations or related fields.
Work Environment
This is a fully onsite position in a traditional office setting with normal business hours. You will work in a cubicle environment using standard office technology, including computers running Microsoft Office and Excel, as well as email and phone systems. The role involves frequent computer‑based work, data entry, and communication with clients in a professional office atmosphere.
Job Type & Location
Contract position based out of Windsor, CT.
Pay And Benefits
The pay range for this position is $20.00 – $22.00 per hour.
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long‑term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Application Deadline
This position is anticipated to close on May 5, 2026.
Equal Opportunity Employer
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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