What are the responsibilities and job description for the Operational Specialist position at StraussGroup?
The Company
Our client, a locally based wealth advisory firm, is looking to add an Operations Specialist to their growing team. This position is a great career opportunity for an individual who has experience with investments, annuity, life insurance and advisory products. The position offers a highly competitive salary / benefits package and career advancement opportunities.
The Role
The Operations Specialist will support the team of financial advisors by handling operational and administrative tasks related to annuities, life insurance and disability insurance. This role requires proficiency in application processing, managing policy documentation, coordinating underwriting requirements and ensuring compliance with industry standards. Primary responsibilities of the role include :
- Process and validate insurance and annuity applications, transfer and payments
- Perform data entry and maintain client records
- Review, prepare and distribute contracts and related documents to clients
- Resolve inquiries and coordinate client communication
- Stay up to date on insurance and annuity products, services and regulatory requirements
Required Qualifications :
The successful candidate will possess the following :
At this time, the good faith estimate of the annual base salary range for this position is $55,000 to $65,000. Where a successful applicant is slotted within this range will vary based on legitimate criteria, such as years of experience and skill level.
If you are interested in learning more about this role, please apply with your resume and contact information to annette@ or call Annette at 716-362-2829.
Salary : $55,000 - $65,000
