Annuity Administrator

Davenport & Co.Richmond, VA
32dOnsite

About The Position

This position will be responsible for the administration of the firm’s annuity business including processing and record-keeping of contract purchases and providing ongoing support for the firm’s existing contracts.

Requirements

  • College degree
  • Critical thinking and problem-solving skills
  • Attention to detail
  • Professional and service-oriented demeanor
  • Ability to handle and prioritize multiple tasks within a stated deadline
  • Ability to take direction and complete assignments with little supervision
  • Proficient with Excel and other Microsoft Office products
  • Desire to work in a team environment and the ability to thrive in a fast-paced and changing work environment

Responsibilities

  • Assisting with inquiries and requests from Financial Advisors and Client Service Associates
  • Processing new applications and servicing of existing contracts/policies
  • Analyzing, handling and logging business requests relating to annuity products
  • Creating and maintaining internal forms and marketing pieces
  • Maintaining the Annuity intranet page

Benefits

  • safe harbor 401(k) contribution
  • profit sharing plan
  • disability and life insurance
  • high deductible health plan with an HSA
  • an on-site Health Center
  • Paid Time Off
  • elective dental benefits
  • wellness programs
  • company sponsored volunteer opportunities during business hours

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Number of Employees

251-500 employees

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