Lead Operations Processor Associate - Disbursements

Aspida Financial Services LLC•Durham, NC

1d•Onsite

About The Position

As a Lead Operations Processor Associate - Disbursements, you will play a vital role in ensuring disbursement transactions are processed accurately and efficiently. Working primarily in a back-office capacity, the associate will collaborate with other internal teams, including Client Support and Annuity Specialists, to obtain necessary information and ensure transactions are completed in accordance with company policies and regulatory requirements. The ideal candidate demonstrates exceptional attention to detail, is committed to maintaining the highest standards of accuracy and reliability, excels at repetitive tasks, and is self-directed. This role is required to be onsite 3 days a week at our Durham, NC headquarters.

Requirements

Experience in transaction processing is preferred.
Strong attention to detail and ability to maintain high levels of accuracy.
Comfortable with repetitive tasks and managing work independently.
Exceptional organizational skills and ability to handle multiple tasks efficiently.
Proficiency with basic computer systems and Microsoft Office applications.
Ability to learn and adapt to new processes and tools.
Clear written and verbal communication skills.
Must adhere to schedule requirements demonstrating dependability and reliability.
Must have or obtain NC Life License within 90 days of direct hire.

Responsibilities

Process a variety of disbursement transactions, ensuring compliance with contract provisions and regulatory guidelines.
Handle cost basis transactions as part of surrender requests, verifying all required documentation and calculations.
Utilize various systems to manage daily workflow and transaction processing.
Review and approve the accuracy of transactions processed by other team members.
Collaborate with other internal teams to obtain necessary information for transaction completion.
Maintain high levels of accuracy and attention to detail while processing a significant volume of transactions.
Provide essential feedback to support the automation and continuous improvement of transaction processing workflows.
Adhere to established schedules and demonstrate dependability and reliability in meeting processing deadlines.
Ensure compliance with company policies, industry regulations, and best practices.