Transaction Technician
Core
Process redemption requests and transactions for individual annuity contracts, ensuring accuracy and compliance in administrative operations.
Role type
Transaction Technician (Administrative Operations)
Builds
Individual annuity contract transactions and administrative data updates
Domain
Financial Services / Insurance / Retirement Savings
Deliverable
client delivery
Required skills
attention to detail, proficiency with computer applications, ability to work under pressure, strong prioritization, autonomy
Preferred skills
experience in administrative or transaction-processing environments
Technologies
various computer applications and systems
Responsibilities
Process redemption requests and transactions for individual annuity contracts; Code and update information in computer systems for contract issuances, deposits, and transfers; Ensure accuracy and compliance of transaction documentation; Process high volumes of diverse requests within service standards and deadlines
Seniority
Individual Contributor