Trading Services Analyst - Insurance Operations

Job Description :

Join a team where your expertise shapes the future of Insurance and Retirement Operations. As a Trading Services Analyst, you will make a meaningful impact by improving processes and ensuring quality standards. This role offers a dynamic environment that encourages creativity, innovation, and high performance. You will collaborate with business partners and global teams to drive operational excellence. Be part of a company that values your growth and supports your professional journey.

Job Summary
As a Trading Services Analyst in Insurance and Retirement Operations, you review applications, additions, and post-issue documents submitted by Financial Advisors. You help identify process gaps, propose improvements, and develop effective controls. We work together to ensure consistent implementation of policies and procedures while maintaining high standards of quality. Your contributions help us deliver reliable solutions and strengthen our operations.

Job Responsibilities

• Review and evaluate new business applications, additions, and post-issue documents
• Collaborate with business partners to implement system, policy, and procedural enhancements
• Propose and implement process improvements
• Ensure adherence to established policies and procedures
• Support business partner deliverables and document quality standards
• Manage relationships with global partners
• Lead process improvement initiatives
• Identify opportunities for operational improvement
• Demonstrate understanding of Insurance and Retirement processes
• Represent the team to internal and external stakeholders
• Coach and mentor team members

Required Qualifications, Capabilities, and Skills

• Three years of relevant experience in service, project management, or support roles
• Advanced proficiency in MS Office, including Excel and Access
• Strong customer service orientation with a goal-focused mindset
• High sense of urgency and professionalism
• Excellent analytical skills and attention to detail
• Outstanding communication and interpersonal skills
• Ability to collaborate at all organizational levels
• Strong organizational skills for managing tasks within strict timelines
• Flexibility to work non-standard hours, including early mornings, late evenings, and weekends

Preferred Qualifications, Capabilities, and Skills

• Experience in Insurance and Retirement Operations
• Proven ability to lead process improvement initiatives
• Strong relationship management skills with global partners
• Experience documenting business requirements and quality standards
• Advanced problem-solving skills for process reengineering
• Experience supporting business partner deliverables

Additional Information:

• Shift Schedule: Night Shift
• Work Setup: Full Time Onsite

In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged