Business Services Associate (Temp To Perm)

Milliman Dallas , TX 75201

Posted 6 months ago


The Business Services Associate will handle day-to-day activities of the Business Services scanning team as well as other assigned duties.

Hours are 9:00 am to 6:00 pm with possible overtime.


  • Responsible for processing financial documents received via mail. This includes scanning, check processing, and document preparation for off-site storage.

  • Prepare Notice of Deposit on Trust(s) Website and forward via Federal Express

  • Prepare, disseminate and file billing reports

  • Financial Services PowerImage Scanning

  • Provide Financial Services administrative backup.

  • Serve as backup for Receptionist as needed

  • Serve as backup to code and prepare Federal Express invoices

  • Serve as backup to code and prepare monthly postage report.

  • Responsible for off-site storage function.

  • Assist with setting up meeting rooms for prospect and client visits.

  • Process outgoing Federal Express packages using Powership software.

  • Sort mail and faxes.

  • Prepare outgoing mail.

  • Must be able to lift 30lbs.

  • Other duties and tasks when assigned.


  • High school graduate

  • Two years of administrative office experience preferred but not required

  • Must possess strong organizational, communication and interpersonal skills

  • Proven ability to work in a team environment

  • Able to handle multiple priorities with success

  • Strong problem solving skills

  • Proficient in Excel and Word

  • Reliable

  • Willing to work overtime


Must demonstrate Milliman's core values which include:

  • Integrity
  • Must be honest, fair, active listener, open communicator and accountable.
  • Teamwork
  • Work cooperatively and treat clients and coworkers with respect and dignity while valuing individual differences, encouraging new ideas and sharing information.
  • Commitment to excellence
  • Demonstrate commitment to being creative, innovative, flexible and adaptable, focusing on quality solutions, continually improving and being a winner.


The firm offers a competitive hourly rate and an outstanding and comprehensive benefits package.


Milliman employs more than 3,400 people working in employee benefits, healthcare, life insurance/financial services, and property and casualty insurance. For more than 70 years, the firm has quietly earned a reputation for exceptional services, innovation and quality. Today Milliman is one of the nation's most highly regarded providers of retirement plan services to the full spectrum of business, financial, government and union organizations.


Our company, with the full support of our Chief Executive Officer, is fully committed to the maximum utilization of all human resources and the goals of Equal Employment Opportunity and Affirmative Action. We recruit, hire, train, and promote, and consider qualified applicants for employment, in all job titles without regard to age, ancestry, citizenship status, color, creed, familial status, genetic information, marital status, national origin, political ideology, race, religion, sex, sexual orientation, gender identity, status as an individual with a disability, or veteran status, including qualified disabled veterans, Armed Forces service medal veterans, recently separated veterans, and active duty wartime or campaign badge veterans; and shall not discriminate against any individual, or any other characteristic protected by law. Should you have a disability that requires assistance and/or reasonable accommodation with the job application process, please contact the HR department.

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Business Services Associate (Temp To Perm)