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Annuities Operations Specialist

2 months ago

Cohoes, New York, United States Strategic Staffing Solutions Full time

Strategic Staffing Solutions is seeking a skilled Annuities Operations Specialist

Job Summary:

We are looking for a detail-oriented and analytical individual to join our team as an Annuities Operations Specialist. As a key member of our operations team, you will be responsible for reviewing and approving client requests, coordinating team-specific tasks, and ensuring data accuracy.

Key Responsibilities:

  • Review and approve pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
  • Coordinate and process team-specific tasks as requested by the business.
  • Perform quality reviews of other team members' completed work and ensure data accuracy.
  • Work across multiple systems and platforms.
  • Interface with teams and businesses to resolve ongoing issues and answer specific policy questions.
  • Provide support and work on special projects as requested.
  • Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
  • Associate must understand and adhere to all policies and procedures, including quality, client service, information security, and compliance.

Requirements:

  • Working knowledge of certain Microsoft products, including Word, Windows, PowerPoint, and Outlook.
  • Advanced knowledge of Excel preferred.
  • Sound judgment and outstanding attention to detail.
  • Proven analytical skills and problem-solving ability.
  • Superior written and verbal communication skills.
  • Ability to work collaboratively with all levels of the organization.
  • Flexible and able to work well under pressure in a team environment.
  • Self-motivated.
  • Excellent time management and organizational skills.
  • Ability to multi-task.
  • Education: Bachelor's Degree Preferred; Concentration in Business, Finance, Accounting.

The S3 Difference:

At Strategic Staffing Solutions, we are committed to building trusting relationships and delivering solutions that positively impact our customers, consultants, and communities. Our four pillars are to:

  • Set the bar high for what a company should do.
  • Create jobs.
  • Offer people an opportunity to succeed and change their station in life.
  • Improve the communities where we live and work through volunteering and charitable giving.

Benefits:

  • Medical Insurance.
  • Dental Insurance.
  • Vision Insurance.
  • 401(k) Plan.
  • Vacation Package.
  • Life & Disability Insurance Plans.
  • Flexible Spending Accounts.
  • Tuition Reimbursement.