Our national wealth management, investment banking, and capital markets partner headquartered in Center City, Philadelphia is looking for an Annuities and Insurance Associate to join their Annuities group.
The Associate will be responsible analyzing and processing annuity and insurance investments for the Operations group. They will interact with financial advisors, branch managers, and internal staff over the phone and via email, as well as be the liaison between our client and their insurance carriers. They will be also be called upon to consult on process and team improvement with upper management, as well as assist in various projects.
- 1-2 years in a corporate environment within finance, communications, marketing, business or related field. Degree strongly preferred.
- Industry knowledge of annuities and insurance and/or investment industry knowledge
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.