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Advisors Excel · 1 day ago

Annuity Operations Associate

Topeka, KS

Full-time

Onsite

New Grad, Entry Level

Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. The Annuity Operations Associate will play an integral role in processing new annuity business, ensuring timely and quality results while providing excellent customer service.

ConsultingFinancial ServicesMarketing

Growth Opportunities

Responsibilities

Conduct calls and send email communication to follow up on pending applications to ensure they are being processed in a timely manner

Record status of pending applications in our internal tracking system

Diligently communicate with transfer companies to confirm funds are moving

Correspond with advisors and their office staff on the status of pending business

Qualification

Organizational skillsCommunication skillsDetail orientedPC proficiencyFinancial services experienceCustomer service experienceTeam collaborationIndependent work

Required

Strong organizational skills; capacity to manage heavy workload while navigating a variety of competing, ever changing priorities

Confident, professional and articulate in written and verbal communication; ability to build a rapport with all personality types and all levels of staff

Detail oriented, focused on quality in all aspects of your work

PC proficiency, ability to work on several platforms at once

Ability to work independently, but also as a collaborative team member