Annuities Operations Specialist

2 months ago

Cohoes, New York, United States Innova Solutions Full time
Job Summary

We are seeking a highly skilled Annuities Operations Analyst to join our team at Innova Solutions. As an Annuities Operations Analyst, you will play a critical role in ensuring the smooth operation of our annuities business.

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.
Requirements
  • Working knowledge of certain Microsoft products, including Word, Windows, PowerPoint, and Outlook.
  • Advanced knowledge of Excel is 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 required; concentration in Business, Finance, or Accounting preferred.
About Innova Solutions

Innova Solutions is a global leader in technology and business transformation solutions. We deliver strategic solutions to our clients, enabling them to operate as leaders within their fields.

We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment.

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