Palmer Group is currently recruiting for an Annuity Operations Associate with our financial client in St. Cloud. This position involves handling daily tasks efficiently, requires attention to detail, and requires the ability to work independently. If you’re looking for an exciting opportunity in operations, apply now!
Work Model:
- On-Site
- 8:00 am – 5:00 pm
- Monday – Friday
What you will do:
- Process daily work associated with your department, which may include asset movement, account transfers, or new account set-up and maintenance
- Process routine and complex transactions in an accurate, timely, and efficient manner
- Work to identify, interpret, and resolve potential problems
- Follow procedures to meet service level agreements and achieve quality metrics
- Learn, use, and support various financial products, software, and systems
- Comply with company policies and regulatory requirements
What you will need to be successful:
- High school diploma or GED
- 1+ years of experience working with Microsoft Office
- Bachelor’s degree preferred
- Experience in the financial services industry is a plus
- Experience in processing in a high-volume and deadline-driven environment
- High attention to detail; the ability to process work accurately and meet deadlines
- Ability to work independently and think critically, exercising sound judgment
- Excellent problem-resolution, organizational, and follow-up skills
- Strong professional communication; ability to develop positive working relationships
- Ability to embrace change and work in a fast-paced environment
Benefits overview:
- 401k
- Major health insurances
- Employee Stock Ownership Plan (ESOP)
- Click here for a complete list of benefits
Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or resumes@thepalmergroup.com.