Overview
- Fully remote role
- The organization operates in the financial services industry, focused on helping individuals work toward financial freedom.
Responsibilities
- Process asset and liability rebalancing transactions per client directives
- Prepare and maintain asset and liability reports
- Serve as a daily client contact for corporate-owned life insurance and split-dollar life insurance
- Complete daily service deliverables and operational activities to ensure quality client service
- Administer complex Excel models for rebalancing and premium listings
- Use Metrix and nonqualified plan administration systems for client servicing and transaction processing
- Implement and maintain client procedures and documentation
- Participate in client team meetings with updates on assigned responsibilities
- Escalate requests outside service agreements to management
- Perform quality-control reviews of client projects and deliverables
- Communicate client project status and service expectations to team members
- Analyze issues, evaluate data, and escalate when appropriate
Requirements
- Bachelor’s degree or equivalent experience
- Minimum 3 years in investment operations, nonqualified plan administration, life insurance, financial services, or related fields
- State Life Insurance license or ability to obtain within 120 days
- Advanced Microsoft Excel skills including formulas and financial models
- Basic financial and mathematical knowledge
- Strong verbal and written communication skills for client interaction
- Strong analytical skills and attention to detail
- Ability to manage deadlines and work independently and collaboratively
- FINRA Series 6 and Series 63 registrations
- FINRA Fingerprinting required
Compensation & Benefits
- Base salary range: $65,600.00 to $92,675.00
- Non-sales roles may participate in a bonus program; sales roles may receive sales incentives or bonuses
- Actual compensation varies based on location, experience, education, licensure, and skills
Benefits & perks include:
- Medical, dental, vision, and life insurance
- 401(k) retirement plan with up to 6% company match, financial advisory services, and possible discretionary contributions
- Tuition reimbursement up to $5,250 per year
- Business-casual dress code with jeans option
- Generous paid time off including holidays and floating holidays
- Paid volunteer time of 16 hours per year
- Paid parental leave, paid short- and long-term disability, and Family and Medical Leave
- Business Resource Groups to support inclusion and collaboration
Equal Opportunity Statement
The employer is an equal opportunity employer and is committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.