Direct Business Operations Specialist

Benjamin F Edwards & Co • Clayton, MO

17d • Onsite

About The Position

The Direct Business Operations Specialist is to process and support assets held directly with insurance carriers and fund companies. The products include annuities, life insurance, mutual funds, and alternative investments.

Requirements

• Great attention to detail and organizational skills.
• Quick and accurate data entry skills with the ability to multitask.
• Patient with exceptional customer service skills.
• Excellent written and oral communication skills.
• Ability to thrive in a team environment.
• Proficient with technology, including Microsoft Office Suite.
• Minimum Required: 3+ years of experience in brokerage operations.

Nice To Haves

• Low-code experience is a plus.

Responsibilities

• Submit Broker/Dealer changes for annuities, life insurance and mutual fund products.
• Coordinate efforts to appoint financial advisors and affiliates with annuity and life insurance companies.
• Submit instructions to network annuity and life insurance products to client accounts.
• Coordinate annuity purchase orders, including 1035 exchanges.
• Coordinate submitting life insurance business to underwriting and issuance.
• Submit directly held mutual fund purchases to the fund companies.
• Facilitate alternative investment redemptions and re-registrations.
• Develop business relationships with insurance carriers and provide follow-up and tracking where appropriate.
• Perform other duties and responsibilities as assigned.

Benefits

• We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees