Operations Associate II - Annuities

Royal Bank of CanadaMinneapolis, MN
25d$40,000 - $65,000

About The Position

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

Requirements

  • 4-year degree from an accredited university (or equivalent) OR high school diploma (or equivalent) AND at least 1 years of job-related experience
  • Effective problem identification, analytical, and resolution skills along with proficient computer skills in Microsoft office products
  • Ability to communicate effectively both verbally and in writing, excellent customer service skills, organizational skills, and superb attention to detail
  • Ability to handle multiple priorities in a fast-paced and deadline driven environment

Nice To Haves

  • 4-year degree from an accredited university in business, finance or related field
  • 1+ year business, finance, customer service experience

Responsibilities

  • 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

Benefits

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

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What This Job Offers

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

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