- Fifth Third Bank, NA (Cincinnati, OH)
- …able to multi-task. + Prior experience with Finetre/AnnuityNet software would be beneficial. Annuity Processing Specialist At Fifth Third, we understand the ... Bank. GENERAL FUNCTION: Under general supervision, responsible for all aspects of processing annuity business from start to finish. Will be responsible for … more
- JPMorgan Chase (Jersey City, NJ)
- …and financial security for their families and businesses. **Job Responsibilities:** The Annuity Specialist Associate will support the growth and development of ... Bank, JP Morgan Securities, and Chase Wealth Management. The Wealth Management Annuity and Life Insurance organization lives at the intersection of goals-based… more
- JPMorgan Chase (Jersey City, NJ)
- …and financial security for their families and businesses. **Job Description:** The Annuity Specialist will provide support to advisors across Wealth Management ... Morgan (Chase Wealth Management, JPMorgan Advisors, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals… more
- Air National Guard Units (Des Moines, IA)
- …required. LOCATION: 132d Wing, Des Moines, Iowa Responsibilities As a IT SPECIALIST (INFOSEC) (Title 5), GS-2210-12, you will perform the following duties. Performs ... configuring and monitoring hardware and software for system operation, processing and control of data flow, and client-server multi-user...have their salary offset by the amount of the annuity received for the period of reemployment in accordance… more
- Aegon Asset Management (Cedar Rapids, IA)
- Job Family Transactions / Client Processing About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. ... customers move their assets within or to Transamerica, facilitating IRA and annuity new business processes and resolving associated issues to ensure timely… more
- Lincoln Financial (Hartford, CT)
- …Glance** We are excited to bring on a **Complex Corrections & Suspense Operations Specialist ** to join our Retirement Plan Services business in a work from home ... a highly skilled and detail-oriented Complex Corrections & Suspense Operations Specialist to provide strategic oversight and subject matter expertise across key… more
- Insight Global (Hoover, AL)
- Job Description This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, ... have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls,… more
- Air Combat Command (Beale AFB, CA)
- …Travel System and Reserve Travel System. Acts as the Lead Travel Entitlement Specialist for DTS and RTS and the DTS Financial Defense Travel Administrator (FDTA). ... accounting systems, policies, procedures and practices which support the travel voucher processing payment programs Manages the Defense Travel System (DTS) and the… more
- Kestra Financial (Westport, MA)
- …About the Role We are seeking a full-time Associate Advisor & Insurance Service Specialist to join our team. This position combines working in a support capacity ... follow-up, and relationship management (no cold calling) Insurance Service & Processing + Provide policy service support, including beneficiary changes, billing,… more
- Headquarters, Air Force Reserve Command (Mcchord AFB, WA)
- …flight time and flying and ground training accomplishments. Performs daily input processing of flight management reports and source documents to ensure accuracy of ... operating/navigating and troubleshooting ARMS data system operating procedures and preparation, processing , and auditing of associated documents. 2. Skill in Ad-hoc… more
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