Analyst responsible for registering tax documents at Midas, specializing in GRC solutions. Join a team focused on innovation and human potential.
About the role
- Annuity Transformation Analyst supporting financial advisors in enhancing annuity experiences through data analysis and customer feedback. Collaborating on training and project management initiatives for operational improvements.
Responsibilities
- Collect and understand annuity voice of the Customer: Conducting reoccurring feedback sessions with the service and operations teams to identify emerging themes and/or issues.
- Analyze data from surveys, adviser feedback, tracking systems.
- Use reports to identify system issues, defects, or future design implementation.
- Data Analytics, trend and pattern analysis to inform continuous improvement: Gathering and analyzing data on annuity transactions and the annuity platform to drive how we improve the annuity experience.
- Consultative Training and group presentations: Assist leadership with M&A support in helping to facilitate training and build out of collateral material when needed.
- Supporting project management efforts, business requirements for system enhancements, and system testing: Provide meeting support to represent Annuity Trading to share content information and track down needed information and answers.
- Provide feedback regarding process workflow for purpose of increasing efficiencies and identifying potential areas for improvement (i.e. leaning in with curiosity).
- Assist with daily end to end system and UAT testing and onboarding of new products, product/platform updates for AOE by partnering and collaborating with carriers, vendors and internal business partners.
- Performs Project Management support with various annuity focused initiatives and collaborative efforts.
- Partners with internal and external partners through carrier relationship management and meetings.
- Develop a strong knowledge of LPL processes and system platforms as they relate to annuity purchases, corrections and operations with potential growth toward SME on Annuities and Annuity Trading Systems/Processes.
- Support the department in risk Mitigation: Mitigate risk by completing any company required training, properly escalating issues and following department policies and procedures.
- Cross train on operational tasks towards growth as Subject Matter Expert, understanding of the full trade process and ability to be perform tasks for control testing and business continuity/disaster recovery support, daily operational reconciliation oversight, review to audit operational completion to confirm any errors or omissions. Tasks include, but are not limited to AOE Tier 2 mailbox, Trade Busts/corrections, manual wire processing and oversight reports assigned.
Requirements
- 2-3 years of relevant experience (financial operations, annuity service preferred)
- Highschool Diploma
- Intermediate Excel skills including spreadsheet creation and building reports
- Excellent business written and verbal communication skills, including ability to present in groups up to 25 people
- Process efficiency mindset, and six sigma methodologies
- Strong attention to details
- Strong client focus
- Strong work ethic
- Strong organizational skills
- Analytical and critical thinking skills
- Commit to owning the customer experience by driving satisfaction to high levels and adhering to our corporate values
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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