Annuity Operations Administrator

Foresters Financial

. Administer and transact financial and non-financial annuity transactions, including application processing, tax inquiries, 1035 exchanges, maturity notices, transfers, annuity maintenance, disbursements, and settlement options .

Posted 10/16/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in administering financial and non-financial annuity transactions while ensuring compliance with regulatory standards and internal controls. Possesses strong communication skills and a commitment to exceptional customer service in a collaborative environment.

Highest-signal resume keywords

Annuity Transaction AdministrationUS Annuities Practices KnowledgeCustomer Service ExcellenceRegulatory Compliance ExpertiseMathematical Aptitude

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Annuity MaintenanceTax CalculationsAccounts Payable ProcessingDocument ExaminationWorkflow ManagementProcess ImprovementValuation Spreadsheet UpdatesOperational Risk MitigationTechnical Aptitude for Annuity ProductsState Legislation Knowledge

Soft Skills

Strong Verbal CommunicationWritten Communication AbilitiesProblem Solving SkillsConflict Resolution SkillsTeam Collaboration

Tools & Technologies

Microsoft OfficeExcelCRM SoftwareAWS Amazon Connect

Certifications & Qualifications

University Degree in Financial ServicesLOMA AAPACertificate in Retirement EssentialsFLMI Designation

Industry Keywords

Financial Services IndustryAnnuity ProductsTaxation RegulationsAML ComplianceKYC Requirements

Tech Stack

Tools & technologies

AWS

About the role

Key responsibilities & impact

Administer and transact financial and non-financial annuity transactions, including application processing, tax inquiries, 1035 exchanges, maturity notices, transfers, annuity maintenance, disbursements, and settlement options
Provide customer and producer service by phone, live chat, and email
Communicate with customers, producers, and internal departments regarding requests, inquiries, confirmations, and taxation within service levels
Examine documents to ensure legal and contractual requirements are met
Assess guidelines, rules, and regulations against legislative and corporate requirements
Maintain Accounts Payable records to process payments and withdrawals for payout annuities
Update valuation spreadsheets, databases, taxation systems, and manual tax records
Complete calculations including cash values, tax gains, and withholding tax
Support team members during absences and peak workload periods
Maintain Settlement Options records
Meet or improve service-level agreements and identify process improvements
Review, update, and create annuity standard operating procedures
Support projects and strategic initiatives
Ensure compliance with procedures, regulatory standards, internal controls, AML, and KYC requirements
Identify and mitigate operational risks with the team

Requirements

What you’ll need

University degree or college diploma in financial services
2–3 years of relevant experience within the financial services industry
Technical aptitude for understanding annuity products
In-depth knowledge of US annuities practices, products and relevant rules and regulations
Comprehensive knowledge and understanding of state legislation including taxation is an asset
LOMA AAPA, Certificate in Retirement Essentials, or FLMI designation is an asset
Bilingual (Spanish) is an asset
Strong verbal and written communication abilities
Commitment to exceptional customer service and a collaborative, team-oriented approach
Ability to manage daily workflows and consistently meet deadlines
Ability to work independently and collaboratively
Ability to identify issues and implement effective solutions
Strong problem solving, de-escalation, and conflict resolution skills
Ability to manage multiple tasks and shifting priorities in a fast-paced environment
Proficient knowledge of Microsoft Office, specifically Excel
Solid knowledge of CRM; AWS Amazon Connect is an asset
Demonstrated mathematical aptitude, attention to detail, and accuracy
Operation hours availability from 9:00am–5:00pm Eastern Time
Flexibility for periodic weekend shifts and statutory holidays may be required

Benefits

Comp & perks

Discretionary variable incentive plan for eligible employees, subject to individual and company performance
Accessible candidate experience and recruitment-process accommodations