Operations Associate I - Trades

Essential Job Duties & Responsibilities

• Processes standard transactions using documented procedures and multiple software applications.
• Identifies and escalates issues for resolution when necessary.
• Communicates with internal associates and external customers or agents regarding outstanding requirements.
• Documents status of transactions and contacts received and initiated.

Knowledge, Skills & Abilities

• Ability to learn and understand basic life and annuity product information.
• Basic understanding of financial implications arising from processing errors.
• Ability to read and carry out detailed written procedures.
• Good verbal and written communication skills to interact professionally with coworkers, management and external customers.
• Ability to communicate company processing requirements and procedures.
• Ability to navigate and utilize multiple software and mainframe computer applications.
• Ability to type 35 words per minute.
• Ability to work independently and in a team environment.
• Ability to effectively manage the demands of a high volume, imaged based work environment.

Education And Experience

• Required: High School diploma or equivalent (G.E.D.).
• Required: 0-1 year work experience.

Benefits And Compensation

• Hourly pay rate of $20.60.
• Promotional consideration (twice annually).
• Annual bonus and merit programs.
• Annual paid time off and 10 paid holidays.
• 401(k) contributions.

Certifications, Licenses, Registrations

• FINRA Series 6 license required for associates servicing variable annuity and/or variable life lines of business, within 180 days of hire.