Operations Assistant

Overview

Maple Life Financial LLC, a wholly owned subsidiary of Kosmos Management, is a nationally licensed life settlement provider that has been a market leader for over twenty years.

We review and purchase life insurance policies on behalf of institutional investors, and we are deeply committed to what we do. As one of the original participants in the life settlement industry, we49ve been actively involved since its inception.

JOB TITLE: Operations Assistant

REPORTS TO: Operations Manager

POSITION TYPE: Full Time

DUTIES AND RESPONSIBILITIES:

Including but not limited to the following:

• Provide comprehensive administrative support to the Sales team, including document preparation, correspondence, and general office assistance.
• Assist Case Managers with case intake, data entry, document generation, and document organization within proprietary systems.
• Prepare, review, and format case-related documents in accordance with internal standards (training provided).
• Communicate with internal teams to gather missing information and ensure accuracy of case data.
• Support daily office operations, such as answering phones, managing office supplies, processing and scanning incoming mail, preparing contract mailings, and coordinating facility needs.
• Maintain organized filing systems and ensure documents are processed in a timely and accurate manner.
• Perform additional operational or administrative duties as assigned.

SUPERVISORY RESPONSIBILITIES:

No supervisory responsibilities

• 1–3 years of experience in an administrative, mortgage, loan, insurance, or similar office setting.
• Strong attention to detail and the ability to follow established procedures.
• Comfortable working with computer-based systems, data entry, and document handling.
• Effective written and verbal communication skills.
• Basic proficiency in Microsoft Word, Excel, Outlook, and Adobe, or ability to learn (training provided).
• Ability to stay organized, manage multiple tasks, and seek clarification when needed.
• Dependable, professional, and comfortable working in a fast-paced environment.

• Eagerness to learn and openness to feedback.
• Attention to detail and accuracy in data entry.
• Ability to follow direction, ask clarifying questions, and complete tasks independently and efficiently.
• Strong organizational habits and a proactive approach to completing tasks.
• A growth-oriented mindset and interest in developing expanded operational responsibilities over time.

REQUIREMENTS:

While performing the duties of this job, the employee is frequently required to do the following:

• Data entry into our proprietary database and collaboration with different team members
• Consistent in-office administrative support.
• Maintain a high level of confidentiality

• Fast paced and team oriented
• Primarily onsite position with daily collaboration across different teams.

• Pass background check
• Employment status verified by E-Verify

PAY RANGE:

$55,000-$65,000 (depending on experience)

• 401k, 3% full match, 3-5% fifty percent match
• Medical, Dental, and Vision Insurance
• Up to 15 days paid time off per calendar year (accrued at a rate of 5 hours per pay period)
• 9 paid holidays per calendar year
• Up to 3 paid religious/cultural holiday days per calendar year
• 6-10 weeks of paid parental or maternity leave after 6 months of employment
• Up to 5 days of paid bereavement leave after 6 months of employment
• Up to 10 paid jury duty days, paid witness duty leave and paid voting leave
• Up to 2 weeks paid military leave

Maple Life Financial, LLC ("Maple") believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications, but not limit the employee or the organization to just the work identified.

It is our expectation that every employee will offer his/her services wherever and whenever necessary to ensure the success of our services.