Financial Data Analyst in St. Cloud, MN at Vaco

Date Posted: 6/3/2021

Job Snapshot

Job Description

Currently seeking an Operations Associate for our Annuity Insurance. This is a unique opportunity to join our team in providing operational support and world class customer service to our clients.

What you will do:
• Provide operational, customer service and administrative support for the AnnuityI insurance Department.
• Heavy Dta entry
• Help with reconciliation process on the backend
* Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
• Respond to inquiries from internal and external customers via email, fax, phone
• Be a liaison between customers/financial professionals and institutions, including banks, credit unions and clearing firms
• Perform various account calculations/ reconciliation.
• Perform research as requested on customer accounts
• Provide phone support for department
* Other duties as assigned

What you need to have:
Minimum Education Required -.
* High School Diploma or equivalent
• 1+ year of experience working in an office environment
• 1+ year of experience with MS Office

Really catch our eye with:
* Specific Knowledge of Financial Services Industry and operational process
•Strong communication skills
•Ability to learn quickly and multi-task effectively in a fast-paced deadline driven environment
•Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Good attention to detail

Our top performers share the following traits:
• Flexible and adaptable to change
• Superior listening skills
• Positive role model to colleagues
* Highly responsive to coaching and training
•Independent; able to work and resolve complex issues with minimal guidance
•Team player attitude
• Energetic and results-oriented

CHECK OUT OUR SIMILAR JOBS

  1. Financial Analyst Jobs
  2. Investment Analyst Jobs