Associate Analyst, Advisory Operations
Core
Process fee payments, coordinate with carriers, and maintain billing procedures for the Advisory Operations team.
Role type
Associate Analyst, Advisory Operations
Builds
Fee processing workflows and payout coordination for annuity carriers
Domain
Financial Services / Wealth Management
Required skills
Fee processing, carrier coordination, policy documentation, process improvement, data analysis, deadline management
Preferred skills
Microsoft Excel (VLOOKUP, PivotTables), Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Technologies
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
Responsibilities
Process FBVA Direct Debit fees, coordinate with annuity carriers and internal departments, resolve fee inquiries and issues, update policy and procedure documents, handle escalated items, identify efficiency improvements
Seniority
Entry-level, 0-2 years experience