SUMMARY

Under immediate supervision the Annuities In-Force Transactions Operations Associate performs a variety of in-force transaction processes. Tasks will include processing changes and reviewing documents to be submitted to carriers and imaging documents. You will learn the structure of Stifel, the branch organization, insurance carriers, the BETA system and insurance terminology. The ideal candidate should have a great attention to detail, and the ability to multitask while processing market sensitive transactions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Processes beneficiary changes. Review documents, prepare for submission to carriers and image.

• Processes Ownership changes. Review documents, prepare for submission to carriers and image.

• Processes internal agent changes. Review documents, prepare for submission to carriers and image.

• Answer telephones, respond to emails, direct calls and take messages.

• Enters transactions in Annuity database.

• Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer.

• Performs other duties as assigned by supervisor or manager.

QUALIFICATIONS

• Strong attention to detail.

• Ability to multi-task.

• IRA knowledge and any financial transaction and/or account balancing experience would be a plus.

EDUCATION & EXPERIENCE

• High School diploma or equivalent.

• 1+ years general business experience desired.

LICENSES & CREDENTIALS

• Minimum required - None

SYSTEMS & TECHNOLOGY

• Proficiency in Microsoft Outlook and Microsoft Office skills, especially Word and Excel. MS Access a plus.

Stifel is a more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success – and 26 years of continual growth – is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.