Annuity Insurance Associate
Janney Montgomery Scott LLC•Philadelphia, PA
•Hybrid
About The Position
This position is responsible for processing tasks in Annuity Operations in a timely and efficient manner. In addition, this role will focus on complex issues and may be tasked to provide training for both new and existing associates. Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
Requirements
- High degree of accuracy and attention to detail
- Self-directed with an ability to prioritize and organize work assignments and multi-task effectively across various projects
- Ability to identify opportunities for improvement
- Efficient problem-solving skills with an ability to provide solutions in a pro-active, timely manner.
- An effective team player
- Strong written, verbal, and interpersonal skills
- Proficiency with Microsoft Office Applications and ability to quickly learn new systems and platforms when needed
- Ability to demonstrate Janney values
- Bachelor’s Degree or equivalent experience in operations/financial industry
- At least 1-3 years of related experience in Annuities and Insurance and/or investment industry knowledge strongly preferred
Nice To Haves
- FINRA Series 7 or Series 99 license is a plus
Responsibilities
- Providing exceptional client service
- Utilize analytical skills to identify possible process and workflow enhancements
- Performing reconciliation functions
- Corresponding with Financial Advisors, insurance carriers, and outside vendors
- Collaborating effectively with other operations teams to solve issues
- Supporting onboarding of new financial advisors
- Working closely with teammates to balance workload
- Help assist with projects within the team
- Designing, testing, and implementing system enhancements to improve workflow and overall client experience
Benefits
- Paid Paternal Leave
- generous Paid Time Off
- eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
