Adecco - Richmond, VA

posted 6 months ago

Full-time - Entry Level
Richmond, VA
Administrative and Support Services

About the position

The Brokerage Operations Specialist position is a critical role within a top financial institution, focusing on the essential functions of annuity processing. This position is based in Richmond, Virginia, and is designed for individuals who thrive in a dynamic business environment. The successful candidate will be responsible for various tasks related to annuity processing, including handling representative changes, broker dealer changes, and linking requests as they are received. The role requires executing changes with respective annuity carriers, which involves communication through various channels such as email, faxes, the NFS broker platform, carrier back-office systems, and the DTCC portal. This position is a contract role with a duration of six months, with the possibility of extension based on performance and business needs. The work schedule is Monday through Friday, from 8 AM to 5 PM, requiring candidates to be available for on-site work in Richmond, VA. The ideal candidate will possess strong communication skills and demonstrate a keen attention to detail, which are crucial for managing the complexities of brokerage operations. Prior experience in security or brokerage is preferred, as it will enhance the candidate's ability to navigate the responsibilities of this role effectively.

Responsibilities

  • Process annuity functions including representative changes and broker dealer changes.
  • Handle linking requests as they are received.
  • Execute changes with respective annuity carriers through various communication methods.
  • Utilize email, faxes, NFS broker platform, carrier back-office systems, and DTCC portal for processing.
  • Maintain strong attention to detail in all processing tasks.

Requirements

  • High School Diploma or GED required.
  • Strong communication skills are essential.
  • Demonstrated attention to detail is necessary.
  • Prior security or brokerage experience is preferred.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short-term disability
  • Additional voluntary benefits
  • Employee Assistance Program (EAP)
  • Commuter benefits
  • 401K plan
  • Paid Sick Leave
  • Holiday pay as applicable
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