Operations Support Specialist
2 weeks ago
Position Overview:
Phyton Talent Advisors is currently looking for an Operations Support Specialist to join a reputable Financial Services Firm.
Key Responsibilities:
- Deliver operational, customer service, and administrative assistance for the Annuity Insurance Division.
- Manage daily workflow tasks related to the department, which may encompass journal entries, account management, payment processing, and more.
- Address inquiries from both internal and external stakeholders through various communication channels.
- Act as a liaison between clients, financial professionals, and financial institutions, including banks and credit unions.
- Conduct various account calculations and reconciliations as needed.
- Perform research on customer accounts as requested.
- Provide telephonic support for the department.
- Undertake additional responsibilities as assigned.
Qualifications:
Minimum Educational Requirements:
- High School Diploma or equivalent.
- At least 1 year of experience in an office setting.
- Proficiency in MS Office for a minimum of 1 year.
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