Direct Business Operations Specialist Job Summary: The Direct Business Operations Specialist is to process and support assets held directly with insurance carriers and fund companies. The products include annuities, life insurance, mutual funds, and alternative investments.

Essential Duties/Responsibilities: Submit Broker/Dealer changes for annuities, life insurance and mutual fund products. Coordinate efforts to appoint financial advisors and affiliates with annuity and life insurance companies. Submit instructions to network annuity and life insurance products to client accounts.

Coordinate annuity purchase orders, including 1035 exchanges. Coordinate submitting life insurance business to underwriting and issuance. Submit directly held mutual fund purchases to the fund companies.

Facilitate alternative investment redemptions and re-registrations. Develop business relationships with insurance carriers and provide follow-up and tracking where appropriate. Perform other duties and responsibilities as assigned.

Qualifications: Great attention to detail and organizational skills. Quick and accurate data entry skills with the ability to multitask. Patient with exceptional customer service skills.

Excellent written and oral communication skills. Ability to thrive in a team environment. Proficient with technology, including Microsoft Office Suite.

Low-code experience is a plus. Education and/or Work Experience: Minimum Required: 3 years of experience in brokerage operations. License/Registration: N/A Work Environment: This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required.

The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. About Benjamin F. Edwards If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place.

Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve. We are a firm that values our Legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, Legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm's mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off. Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F.

Edwards is an Equal Opportunity Employer. LI-Onsite.