What are the responsibilities and job description for the Annuity Specialist position at Phyton Talent Advisors?
Our client is seeking a detail-oriented operations professional to support daily transaction processing in a fast-paced financial services environment. This role is responsible for handling account maintenance, asset movements, account transfers, and other operational activities while ensuring accuracy, compliance, and service excellence.
Key Responsibilities:
- Process daily operational activities, including asset movements, account transfers, and new account setup and maintenance.
- Complete routine and complex transactions accurately, efficiently, and within established deadlines.
- Identify, investigate, and resolve processing issues and discrepancies.
- Follow established procedures to meet service level agreements (SLAs) and quality standards.
- Utilize and support various financial products, systems, and software applications.
- Ensure compliance with company policies, procedures, and regulatory requirements.
Qualifications:
- High School Diploma or GED required.
- 1 years of experience using Microsoft Office.
- Bachelor’s degree preferred.
- 1 years of experience in the financial services industry preferred.
- 1 years of experience working in a high-volume, deadline-driven environment preferred.
Desired Skills:
- Strong attention to detail with a commitment to accuracy and quality.
- Ability to work independently and exercise sound judgment.
- Excellent problem-solving, organizational, and follow-up skills.
- Strong verbal and written communication skills with the ability to build positive working relationships.
- Adaptability and ability to thrive in a fast-paced, changing environment.