What is the opportunity? As an Operations Associate II in the Annuities team, you will work directly with annuity companies and Financial Advisors to ensure annuity business is processed in a timely manner. You will also provide superior customer service via phone and email while processing paperwork without errors. If you have exceptional attention to detail, enjoy fast paced challenging work, and are looking for the next opportunity, we want to hear from you! What will you do? Process paperwork related to annuity business Provide routine follow up to check on status of the annuity business from varying annuity companies. Work with annuity company service representatives to gather annuity information Research, respond to, and follow up as required to questions from other Operations departments, branch offices, annuity companies, and management staff Reduce risk by suggesting process changes and modifications as appropriate
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Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Education Level
High school or GED
Number of Employees
5,001-10,000 employees