Contract Annuity Operations Specialist — Saint Cloud, MN

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

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