Lead Operations Processor Associate - Disbursements at Aspida Financial Services LLC

Durham, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

10 Apr, 26

Salary

0.0

Posted On

10 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Attention To Detail, Transaction Processing, Organizational Skills, Microsoft Office, Communication Skills, Regulatory Compliance, Workflow Management, Cost Basis Transactions, Team Collaboration, Documentation Verification, Process Improvement, Self-Directed, Dependability, Reliability, Adaptability, Repetitive Tasks

Industry

Financial Services

Description

Description Company Description: Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn. Who We Are: Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida. Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers. What We Are Looking For: As a Lead Operations Processor Associate - Disbursements, you will play a vital role in ensuring disbursement transactions are processed accurately and efficiently. Working primarily in a back-office capacity, the associate will collaborate with other internal teams, including Client Support and Annuity Specialists, to obtain necessary information and ensure transactions are completed in accordance with company policies and regulatory requirements. The ideal candidate demonstrates exceptional attention to detail, is committed to maintaining the highest standards of accuracy and reliability, excels at repetitive tasks, and is self-directed. This role is required to be onsite 3 days a week at our Durham, NC headquarters. What You Will Do: Process a variety of disbursement transactions, ensuring compliance with contract provisions and regulatory guidelines. Handle cost basis transactions as part of surrender requests, verifying all required documentation and calculations. Utilize various systems to manage daily workflow and transaction processing. Review and approve the accuracy of transactions processed by other team members. Collaborate with other internal teams to obtain necessary information for transaction completion. Maintain high levels of accuracy and attention to detail while processing a significant volume of transactions. Provide essential feedback to support the automation and continuous improvement of transaction processing workflows. Adhere to established schedules and demonstrate dependability and reliability in meeting processing deadlines. Ensure compliance with company policies, industry regulations, and best practices. What We Provide: Hourly, DOE Long-Term Incentive Plan Full-Time Full Benefits Package Available What We Believe: At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items. Requirements What We Require: Experience in transaction processing is preferred. Strong attention to detail and ability to maintain high levels of accuracy. Comfortable with repetitive tasks and managing work independently. Exceptional organizational skills and ability to handle multiple tasks efficiently. Proficiency with basic computer systems and Microsoft Office applications. Ability to learn and adapt to new processes and tools. Clear written and verbal communication skills. Must adhere to schedule requirements demonstrating dependability and reliability. Must have or obtain NC Life License within 90 days of direct hire.

Responsibilities

The Lead Operations Processor Associate - Disbursements will process disbursement transactions accurately and efficiently while collaborating with internal teams. They will also review and approve transactions processed by others and provide feedback for process improvements.