Job
Description
Is responsible for performing a variety of operational tasks for highly complex Annuity Processing tasks. Duties may include:
- Reviewing annuity liquidation paperwork, Commission Processing and processing annuity related instructions in Wells Fargo applications etc.
- To be able to process all type of tasks independently
- To be able to process all Income related allocations like Commission, principal etc.
- To be able to follow-up assertively with various external/internal parties
- Interaction with market participants like custodian, Agent, Investment Managers/Financial Advisors to gather process/product related information
Essential Qualifications:
- 1.5-3 years of securities/Custody/Investment banking experience
- Basic understanding of Annuity
- Understanding of Annuity life cycle
- Understands the basics of capital markets and various products like what is mutual fund, bonds, stock/equity, etc.
- Attention to detail and comprehension skills
- Commerce Graduate with CA/CFA/ICW/M.com /MBA preferably in Finance vertical
Desired Qualification:
- Candidate should have basic accounting Knowledge
- Good problem solving and analytical skills and numerical skills
- Typing Skills / Good Communication (Read / Write / Speak)
- Desirable to have experience of interacting with US customers.