обновлено 12 дней назад
Operations Associate I - Trades
20$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Operations Associate I - Trades (Financial Operations): Processing standard client and producer transactions for life and annuity products with an accent on transaction accuracy, documentation, and quality standards. Focus on identifying and escalating processing issues, communicating outstanding requirements, and managing high-volume transaction workflows across multiple software and mainframe applications.
Location: Lansing, Michigan, United States
Salary: $20.60 per hour
Company
provides life and annuity products and related financial services.
What you will do
- Process standard client and producer transactions using documented procedures and multiple software applications.
- Review transaction information to ensure it is in good order and meets processing requirements.
- Identify and escalate issues requiring resolution.
- Communicate with internal associates, customers, and agents about outstanding requirements.
- Document transaction statuses and contacts received or initiated.
- Meet departmental production, handling-time, quality, and documentation standards in a high-volume, image-based work environment.
Requirements
- High school diploma or equivalent GED.
- 0–1 year of work experience.
- Ability to learn basic life and annuity product information and understand the financial impact of processing errors.
- Ability to read and follow detailed written procedures, communicate professionally, and work independently and in a team.
- Ability to use multiple software and mainframe applications and type at least 35 words per minute.
- FINRA Series 6 license required within 180 days of hire for associates servicing variable annuity or variable life lines of business.
Culture & Benefits
- Full-time employment with annual paid time off and 10 paid holidays.
- 401(k) contributions.
- Annual bonus and merit programs.
- Promotional consideration twice annually.
- Tobacco-free company facilities and campuses.
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