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Brokerage Administrative Specialist

2 months ago

Richmond, United States Rose International Full time

Brokerage Administrative Specialist

Required Education:

High School diploma or equivalent

Required Qualifications:

Data Analysis with banking or brokerage operations experience

Good written and oral communication to commute with annuity carriers and advisors

Detail Oriented

Responsibilities:

Annuity processing functions to include rep changes

Broker dealer changes, linking requests once received processor is responsible for executing change with respective annuity carriers

Execution id performed through email, faxes, NFS broker platform, carrier back-office website and/or the DTCC portal
  • **Only those lawfully authorized to work in the designated country associated with the position will be considered.**

  • **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**

Benefits:

For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.

California Pay Equity:

For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.

Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.

If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.

Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).