Financial Operations Consultant

A company is looking for a Financial Transactions Operations Consultant. Key Responsibilities Analyze financial transaction processes to enhance service standards Oversee the management of reports related to financial transactions and mass mailings Develop and refine procedures to ensure compliance with new regulations Required Qualifications Bachelor's Degree in a related field preferred 5-7 years of experience in a Life and Annuity operations or service environment required Extensive knowledge of financial products and processes preferred Ability to work independently under limited supervision Proven self-starter with strong personal initiative

Mar 26, 2025 - 17:06
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Financial Operations Consultant
A company is looking for a Financial Transactions Operations Consultant. Key Responsibilities Analyze financial transaction processes to enhance service standards Oversee the management of reports related to financial transactions and mass mailings Develop and refine procedures to ensure compliance with new regulations Required Qualifications Bachelor's Degree in a related field preferred 5-7 years of experience in a Life and Annuity operations or service environment required Extensive knowledge of financial products and processes preferred Ability to work independently under limited supervision Proven self-starter with strong personal initiative