What are the responsibilities and job description for the Sr. Operations Specialist position at Longevity Holdings, Inc.?
We are looking for a Sr. Operations Specialist to provide day-to-day administrative support for all aspects of trust administration under the guidance and direction of the President of LITCO. We offer a competitive benefits package, pay, and a positive work environment with a collaborative team focused approach.
Responsibilities
The base pay range for this role is $48,000 – $69,000/year. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.
We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota.
We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position.
About Longevity Holdings
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.
Equal Employment Opportunity
Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.
Other Items To Note
Responsibilities
- Complete daily settlement and account cash flow activities.
- Enter incoming funds and outgoing distribution requests on the trust accounting system.
- Assist Trust Officers in answering client questions and resolve client issues.
- Provide coverage for Trust Officers as necessary and after demonstrated capability to assume such responsibility.
- Assist with opening and closing accounts.
- Work as a competent member of the team, willingly providing back-up support for co- workers when appropriate and actively supporting group goals.
- Work closely with the President of LITCO on special projects and provide support for the President of LITCO on compliance and other administrative tasks.
- Other duties as assigned.
- Bachelor’s degree in business, accounting or related field.
- 1-2 years of trust, banking, life insurance, law, or financial services experience.
- Ability to acquire knowledge of the trust administration business.
- Attention to detail and accuracy.
- Strong working knowledge of technology including Microsoft Office Suite.
- Ability to work in a fast-paced environment.
- Comprehensive health insurance, dental insurance, and vision coverage
- Company-paid life insurance, short and long-term disability insurance
- Generous PTO, paid holidays, and floating holidays
- Summer hours: Participating employees will enjoy a half day every other Friday
- Investment in career development including LinkedIn Learning and professional development funds
The base pay range for this role is $48,000 – $69,000/year. Base pay is positioned within the range based on several factors including an individual’s knowledge, skills, and experience, with consideration given to internal equity.
We give priority to candidates residing in states where we have offices: Minnesota, Iowa, Maryland, Nebraska, Pennsylvania, Ohio, and South Dakota.
We will only consider applicants who live in these states: CT, DC, DE, FL, GA, IA, IL, KY, MA, MD, MN, NE, NJ, OH, PA, SC, SD, TX, VA, and WI. Applicants outside of these states will not be considered for this position.
About Longevity Holdings
Longevity Holdings (doing business through its subsidiaries PBI Research Services, The Berwyn Group, Inc., ITM, Life Insurance Trust Company, Fasano Underwriting, Twentyfirst, Maple Life Financial, Maple Life Analytics, and LexServ) is a fast-growing company that provides senior longevity data, analytics and services to the pension, benefits, life insurance, structured settlement, and life settlement markets.
Equal Employment Opportunity
Longevity Holdings Inc. prohibits discrimination and harassment and will take affirmative action to employ and advance in employment qualified individuals based on their status as protected veterans or individuals with disabilities, race, color, religion, sex, national origin, sexual orientation and gender identity.
Other Items To Note
- Must be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). We are unable to sponsor or take over sponsorship of an employment Visa at this time.
- No agency emails, calls, or solicitations are accepted without a valid agreement.
Salary : $48,000 - $69,000
