IAO Account/ Financial Analyst

Summary: The IAO Financial Processor role involves researching, analyzing, and processing service requests for various types of contracts, including annuities and structured settlements. The position requires 1-3 years of experience and emphasizes contract maintenance and adherence to departmental quality standards. This is a fully remote position based in the USA. The role is classified as outside IR35.

Key Responsibilities:

• Researching, analyzing and processing service requests for issued contracts.
• Provide contract maintenance for annuity contracts including single and flexible-premium fixed, indexed, and variable annuity contracts, as well as structured settlements and pension contracts.
• Processes instructions received via hard copy paper instruction or by electronic means.
• Reviews, interprets, and processes a variety of financial and/or non-financial contract requests received from agents/brokers, broker dealers, Third Party Administrators or clients.
• Meets or exceeds departmental quality and service standards.

Key Skills:

• 1-3 years experience in finance or accounting.
• Ability to research and analyze financial data.
• Experience with processing service requests for contracts.
• Knowledge of annuity contracts and structured settlements.
• Strong attention to detail and quality standards.

Salary (Rate): undetermined

City: undetermined

Country: USA

Working Arrangements: remote

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: Finance