Operations Processor II

Job Summary

Working in a hybrid environment, the full-time Operations Processor II will manage correction requests for financial accounts, ensuring accuracy and compliance while collaborating with internal and external customers.

Key responsibilities

• Research and address client needs by processing complex financial and legal documents
• Maintain quality standards while executing correction requests and managing timelines
• Communicate effectively with team members and clients to resolve escalated cases and improve processes

Required qualifications

• 3+ years of business experience, with VALIC experience preferred
• 1+ years of experience with Microsoft Excel for calculations
• Experience with SAP, TAPS, and Wire Transfers is preferred
• 1+ years of accounting and/or bookkeeping experience is preferred
• Strong written customer service skills and ability to manage a caseload effectively