Join a team where your expertise shapes the future of Insurance and Retirement Operations. As a Trading Services Analyst, you will make a meaningful impact by improving processes and ensuring quality standards. This role offers a dynamic environment that encourages creativity, innovation, and high performance. You will collaborate with business partners and global teams to drive operational excellence. Be part of a company that values your growth and supports your professional journey.

Job Summary
As a Trading Services Analyst in Insurance and Retirement Operations, you review applications, additions, and post-issue documents submitted by Financial Advisors. You help identify process gaps, propose improvements, and develop effective controls. We work together to ensure consistent implementation of policies and procedures while maintaining high standards of quality. Your contributions help us deliver reliable solutions and strengthen our operations.

Job Responsibilities

Review and evaluate new business applications, additions, and post-issue documentsCollaborate with business partners to implement system, policy, and procedural enhancementsPropose and implement process improvementsEnsure adherence to established policies and proceduresSupport business partner deliverables and document quality standardsManage relationships with global partnersLead process improvement initiativesIdentify opportunities for operational improvementDemonstrate understanding of Insurance and Retirement processesRepresent the team to internal and external stakeholdersCoach and mentor team members

Required Qualifications, Capabilities, and Skills

Three years of relevant experience in service, project management, or support rolesAdvanced proficiency in MS Office, including Excel and AccessStrong customer service orientation with a goal-focused mindsetHigh sense of urgency and professionalismExcellent analytical skills and attention to detailOutstanding communication and interpersonal skillsAbility to collaborate at all organizational levelsStrong organizational skills for managing tasks within strict timelinesFlexibility to work non-standard hours, including early mornings, late evenings, and weekends

Preferred Qualifications, Capabilities, and Skills

Experience in Insurance and Retirement OperationsProven ability to lead process improvement initiativesStrong relationship management skills with global partnersExperience documenting business requirements and quality standardsAdvanced problem-solving skills for process reengineeringExperience supporting business partner deliverables

Additional Information:

Shift Schedule: Night ShiftWork Setup: Full Time Onsite

 

 

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged