Onsite Annuity Ops Associate - Detail-Driven Growth

Advisors Excel; Topeka (KS); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with matching

Paid time off (PTO)

On-site café and gym

Professional development opportunities

Employee events

Job summary

Advisors Excel is seeking an Annuity Operations Associate in Topeka, KS to support the annuity application process. You will handle calls and emails to advance pending applications, record statuses in internal systems, and work with transfer companies to ensure funds move smoothly.

The role emphasizes customer service, accuracy, and timely communication with advisors and their offices, with opportunities to grow within the department as proficiency increases.

Qualifications

• Must manage heavy workload with changing priorities.
• Excellent written and verbal communication.
• Detail-oriented and quality-focused.
• Proficient with multiple software platforms.
• Able to work independently and within a team.

Responsibilities

• Conduct calls and emails to follow up on pending applications.
• Record statuses in internal tracking system.
• Coordinate with transfer companies to confirm funds.
• Communicate with advisors and staff on status.

Skills

Strong organizational skills

Professional communication

Detail-oriented

Multitasking across platforms

Independent yet team-oriented

Job description

Advisors Excel is seeking an Annuity Operations Associate in Topeka, KS to support the annuity application process. You will handle calls and emails to advance pending applications, record statuses in internal systems, and work with transfer companies to ensure funds move smoothly.

The role emphasizes customer service, accuracy, and timely communication with advisors and their offices, with opportunities to grow within the department as proficiency increases.