Detail‑Driven Annuity Operations Specialist

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

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.