Annuity Operations Associate

The Planet Group; Saint Cloud (MN); Sur place; USD 25 000 - 28 000; Plein temps

Résumé du poste

Planet Group in Saint Cloud, MN is seeking an Annuity Operations Associate for a 10-month assignment. You will process daily work, handle asset movements, transfers, and new account setups, and maintain accuracy under deadlines. Candidates should have a high school diploma or GED and at least 1 year of experience with Microsoft Office.

A Bachelor's degree and 1+ year in financial services are a plus. The role demands attention to detail and the ability to work independently in a fast-paced

Qualifications

• High school diploma or GED required.
• 1+ years of experience working with Microsoft Office.
• Bachelor's degree and financial services experience are a plus.

Responsabilités

• Process daily work in your department, including asset movement, account transfers, or new account setup and maintenance.
• Process routine and complex transactions in a timely and accurate manner.
• Proactively identify, interpret and resolve potential problems.
• Independently follow procedures to meet service level agreements and quality metrics.
• Learn, use and support various financial products, software and systems.
• Comply with company policies and regulatory requirements.

Connaissances

Microsoft Office

Formation

High School Diploma or GED

Bachelor's Degree

Description du poste

Annuity Operations Associate

Location: Saint Cloud, MN

Duration: 10months

Pay: $18/hr - $20/hr(DOE)

What you will do:

• 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

What you need to have:

• High School Diploma or GED
• 1+ years of experience working with Microsoft Office

Really catch our eye with:

• Bachelor's Degree
• 1+ years of experience in the financial services industry
• 1+ years of experience processing in a high volume and deadline driven environment

Our top performers share the following traits:

• High attention to detail; the ability to process work accurately and meet deadlines
• Ability to work independently and think critically exercising good judgment
• Excellent problem resolution, organizational, and follow-up skills
• Strong professional communication; ability to develop positive working relationships
• Ability to embrace change and work in a fast-paced environment