Benjamin F. Edwards · 1 month ago
Direct Business Operations Specialist
St. Louis, MO, US
Full-time
Onsite
Mid Level
3+ years expBenjamin F. Edwards is a firm that prioritizes the interests of its advisors and clients. The Direct Business Operations Specialist will process and support assets held directly with insurance carriers and fund companies, including annuities, life insurance, mutual funds, and alternative investments.
ConsultingFinancial Services
Responsibilities
Submit Broker/Dealer changes for annuities, life insurance and mutual fund products
Coordinate efforts to appoint financial advisors and affiliates with annuity and life insurance companies
Submit instructions to network annuity and life insurance products to client accounts
Coordinate annuity purchase orders, including 1035 exchanges
Coordinate submitting life insurance business to underwriting and issuance
Submit directly held mutual fund purchases to the fund companies
Facilitate alternative investment redemptions and re-registrations
Develop business relationships with insurance carriers and provide follow-up and tracking where appropriate
Perform other duties and responsibilities as assigned
Qualification
Required
Great attention to detail and organizational skills
Quick and accurate data entry skills with the ability to multitask
Patient with exceptional customer service skills
Excellent written and oral communication skills
Ability to thrive in a team environment
Proficient with technology, including Microsoft Office Suite
Minimum Required: 3+ years of experience in brokerage operations
Preferred
Low-code experience is a plus
Benefits
Health
Dental
Vision
401(k)
Life insurance
Disability
Paid time off
Company
Benjamin F. Edwards
With a legacy spanning nearly 140 years over six generations of the Edwards family, Benjamin F.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$36.28M2011-07-01Series Unknown· $36.28M
Leadership Team
Tom Martin
CFO - Senior Vice-President
Douglas David Rubenstein
Chief Operating Officer
Company data provided by crunchbase