Financial Services Associate

2 days ago


Scottsdale, Arizona, United States Annexus Group Full time

Annexus Group is a dynamic financial services company offering innovative investment and retirement solutions. We are currently recruiting for an Operations Support Specialist in our North Scottsdale office.

This role is responsible for assisting with reporting, workflow processing, and providing administrative support to ensure effective operations. If you have experience in Operations or Back Office administration, this position may be an excellent fit.

Main Job Responsibilities:

  • Support the processing of fixed annuity products
  • Contribute to daily workflow systems and data entry
  • Prepare reports and presentations as needed
  • Recommend process improvements to enhance services
  • Test new technology enhancements
  • Provide administrative support for New Business Organization and Agent relations
  • Manage scanning and filing systems

Requirements:

  • Minimum 2 years' experience in an investment environment or 2-5 years of administrative experience
  • Excellent client service, quality, and teamwork skills
  • Typing and 10-key proficiency
  • High attention to detail and accuracy
  • Superior communication and interpersonal skills
  • Professionalism and initiative

The estimated salary for this role is approximately $50,000 - $65,000 per year, depending on experience. All applicants are required to complete a PI Survey and undergo a background check prior to hire.



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