Annuity Operations Administrator (US Annuities)

Location: Remote Office - US; operating hours are 9:00am–5:00pm Eastern Time, with periodic weekend and statutory holiday shifts potentially required.

Company

hirify.global provides financial services focused on customers’ investments, retirement needs, and annuity products.

What you will do

• Process financial and non-financial annuity transactions, including applications, tax inquiries, 1035 exchanges, transfers, disbursements, maturity notices, and settlement options.
• Administer changes throughout the lifecycle of predominantly US annuity contracts and provide service to customers and producers by phone, live chat, and email.
• Review documents, rules, regulations, and contractual requirements to ensure requests meet legislative, corporate, and internal control standards.
• Maintain accounts payable, valuation, taxation, settlement options, spreadsheet, and database records with a high degree of accuracy.
• Perform cash value, tax gain, and withholding tax calculations while meeting service-level agreements and supporting process improvements.
• Maintain standard operating procedures and support projects, strategic initiatives, AML, KYC, and operational risk mitigation.

Requirements

• University degree or college diploma in financial services.
• 2–3 years of relevant experience in the financial services industry.
• In-depth knowledge of US annuity practices, products, rules, and regulations; knowledge of state legislation and taxation is an asset.
• Strong verbal and written communication, customer service, problem-solving, de-escalation, and conflict-resolution skills.
• Ability to manage multiple priorities, meet deadlines, work independently, and collaborate effectively in a fast-paced environment.
• Proficiency with Microsoft Office, especially Excel; CRM and AWS Amazon Connect knowledge is an asset.

Nice to have

• LOMA AAPA, Certificate in Retirement Essentials, or FLMI designation.
• Spanish bilingual capability.
• Technical aptitude for understanding annuity products.

Culture & Benefits

• Collaborative, team-oriented working environment.
• Eligible employees may participate in a discretionary variable incentive plan based on individual and company performance.
• Commitment to equal opportunity, inclusion, diversity, and equity.
• Accessible candidate accommodations are available during the recruitment process.