Annuity Operations Associate

The Planet Group; Saint Cloud (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

The Planet Group in Saint Cloud, MN is seeking a detail-oriented financial services processor to handle daily department tasks, including account setup, routine and complex transactions, and SLA-driven processing. This role requires accuracy and proactive problem solving in a fast-paced environment.

Ideal candidates have a high school diploma or GED, 1+ years in financial services, proficiency with Microsoft Office, and a Bachelor's degree.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience with Microsoft Office.
• Bachelor's degree required.
• 1+ years of experience in the financial services industry.
• 1+ years of experience processing in a high-volume, deadline-driven environment.

Responsibilities

• Process daily work such as asset movement, account transfers, or new account setup and maintenance.
• Process routine and complex transactions accurately and timely.
• Identify, interpret and resolve potential problems proactively.
• Follow procedures to meet SLAs and quality metrics.
• Learn, use and support various financial products, software and systems.
• Comply with company policies and regulatory requirements.

Skills

Attention to detail

Independent work

Critical thinking

Professional communication

Problem solving

Education

High School Diploma or GED

Bachelor's Degree

Tools

Microsoft Office

Job description

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply with company policies and regulatory requirements

Requirements

• :High School Diploma or GE
• D1+ years of experience working with Microsoft Offic
• eBachelor’s Degre
• e1+ years of experience in the financial services industr
• y1+ years of experience processing in a high volume and deadline driven environmen

Top performers share the following trait

• s:High attention to detail; the ability to process work accurately and meet deadlin
• esAbility to work independently and think critically exercising good judgme
• ntExcellent problem resolution, organizational, and follow-up skil
• lsStrong professional communication; ability to develop positive working relationshi
• psAbility to embrace change and work in a fast-paced environme