Tailored Management · 3 months ago
Part-time Financial Services Representative
Grandview Heights, OH
Full-time, Part-time
Hybrid
Mid Level
$0/hr - $19/hr
4+ years expTailored Management is seeking a Part-time Financial Ops Associate for a Fortune 100 company in the financial and insurance space. The role involves processing annuity and life service transactions, providing support to customers and internal teams, and maintaining operational efficiency.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Process and review annuity and life service transactions with accuracy and compliance
Provide responsive, high-quality support to customers, internal teams, and partner offices
Research and resolve account or policy errors, ensuring timely follow-up
Communicate effectively through phone, email, and written correspondence
Maintain records and support operational efficiency across the Annuity & Life Operations team
Qualification
Required
4+ years of work experience
Strong attention to detail and ability to prioritize tasks in a fast-paced environment
Clear written and verbal communication skills
Proficiency with basic office tools
High school diploma required
Candidates will be required to submit to a 10-year criminal background check, urinalysis drug screen, and soft credit screen upon acceptance of offer
Preferred
Experience in financial services or insurance
Excel experience
College coursework or degree
Company
Tailored Management
Tailored Management is a staffing and recruiting company that offers information technology staffing and recruitment services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Anderson
Managing Partner & Client Relations Executive
Savannah Deskins
Manager, Administration & Office of the CEO
Company data provided by crunchbase