[Hiring] Annuity Operations Administrator @Foresters Financial

Role Description

The role of Annuity Operations Administrator offers an exciting opportunity to provide service to our US producers as well as our customers’ investments and retirement needs and goals. This includes processing transactions with a high degree of accuracy and providing superior customer service. These requests are varied and are associated with all events that may occur during the life of an annuity contract from setting up new contracts, to settlement options and then finally to the termination of the contract.

The Annuity Operations Administrator will administer and maintain all changes related to predominantly US annuities with the opportunity to expand to Canada annuities.

Qualifications

• Education (minimum required): University degree or college diploma in financial services
• LOMA AAPA, Certificate in Retirement Essentials, or FLMI designation, an asset
• Experience (minimum required): 2 – 3 years of relevant experience within the financial services industry
• Technical aptitude for understanding annuity products
• Bilingual (Spanish) is an asset
• In-depth knowledge of US Annuities practices, products and relevant rules and regulation
• Comprehensive knowledge and understanding of state legislation including taxation is an asset
• Demonstrated strong verbal and written communication abilities with a proven capacity to foster productive relationships both internally and externally
• Committed to delivering exceptional customer service with a collaborative, team-oriented approach
• Skilled in managing daily workflows and consistently meeting deadlines with a strong sense of urgency and accountability for all deliverables
• Capable of working independently while contributing effectively within a collaborative team environment
• Proven ability to identify issues and implement effective solutions, with strong conflict resolution skills
• Demonstrated problem solving, de-escalation, and conflict resolution skills
• Skilled in managing multiple tasks and adjusting priorities in response to shifting demands, while maintaining high productivity and exceptional quality in a dynamic, fast-paced environment
• Proficient knowledge of Microsoft Office suite of products, specifically Excel. Solid knowledge of CRM, AWS Amazon Connect is an asset
• Demonstrated mathematical aptitude with attention to detail and accuracy

Requirements

• Operation hours of 9:00am - 5:00pm Eastern Time
• Flexibility for periodic weekend shifts and statutory holidays may also be required to support changing conditions, customer demand, and business needs.

Benefits

• The actual base salary for this position will depend on several factors, including job-related skills, experience, and education.
• In addition to base pay, eligible employees may participate in a discretionary variable incentive plan, results are subject to both individual and company performance.

Company Description

Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.