Department: Annuity Operations
Responsible for effectively and accurately processing annuity in-force requests including routine and non-routine activities/transactions by drawing on multiple information sources to ensure all requirements for the request have been met.
Functions may include, but are not limited to: verifying various document types for accuracy and completeness; ownership of various team reports and non-document processing functions; responding to written inquiries from other departments and branch teams; ability to effectively communicate with financial advisors, internal headquarter associates and vendors.
Requires understanding of the brokerage and annuity industry and in-depth knowledge of area systems, processes, and procedures including those of related departments and divisions.
Serve as subject matter expert to others, both within and outside of the area. Share knowledge, ideas and solutions.
Ability to identify process improvement opportunities, leverage resources to implement and assist with change management.
Handle escalated issues requiring in depth research, communication with other areas of the firm, and the branch on resolution. Will be required to use discretion and judgment to determine risks when identifying solutions.
High school diploma or equivalent is required. A college degree is preferred.
1-2 years relevant experience in an operations/processing position in the brokerage, banking or financial services industries is strongly preferred.
Must be comfortable working in a fast paced, team-oriented environment, stay organized to perform and prioritize multiple tasks.
Must be able to demonstrate strong attention to detail and commitment to accuracy and quality to ensure department goals and deadlines are met or exceeded.
Strong customer service focus that supports firm's commitment to exceed client needs and resolving client escalation timely and accurately.
Must have excellent written and verbal communication skills.
Previous experience with Microsoft Office tools and spreadsheets is required.
Strong technical skills.
Strong analytical and problem solving skills with the ability to apply procedures and guidelines consistently is required. Must have ability to make proper judgment calls based on analysis of available information.