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Annuity Processing Specialist Jobs in Georgia

Currently, there are no Annuity Processing Specialist jobs available in Georgia which match this search. You may wish to explore similar job titles on the Banking jobs in Georgia page or view related jobs below.
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Job FamilySuitability Review Job Description SummaryThis job exists to limit firm liability by avoiding unsuitable transactions.Job Description Responsibilities * Review investment advisory contracts and transactions; as well as broker-dealer transactions in mutual funds. variable contracts (variable universal life and variable annuities), stocks, bonds, direct participation programs, etc. for cli...
The Migration Specialist is primarily responsible for loading new client information into the payroll software system and ensuring an accurate and professional transition to Heartland Payroll. Inputs new client data (including employee payroll data, tax information, etc.) into Heartland Payroll system and reviews for accuracy Balance prior wage and tax reports to prior quarter tax returns Underst...
Overview: When is the last time you felt like you made a difference to your employer and in the job you do? Been awhile? Never? Our employees at Strategic Comp DO make a difference and feel appreciated for it. In fact we received 98% rating for overall job satisfaction from the participants in our last employee survey, making it no surprise that our employee turnover for claims adjusters and manag...
When is the last time you felt like you made a difference to your employer and in the job you do? Been awhile? Never? Our employees at Strategic Comp DO make a difference and feel appreciated for it. In fact we received 98% rating for overall job satisfaction from the participants in our last employee survey, making it no surprise that our employee turnover for claims adjusters and managers is le...
GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their wealth goals. Creates teams ofhighlycredentialedspecialiststoprovide wealth planning, investments, private banking, risk management, and trust services. Ensures delivery and execution of Private Bank experien...
Senior Private Client Advisor Wilmington Trust Atlanta, GA Basic Function The Senior Private Client Advisor will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individiuals, business owners, and families. including but not lim...
Description Position Description: The primary role of the Financial Center Financial Solutions Advisor (FSA) is to deepen banking and investment relationships with Mass Affluent customers. Located in Financial Centers with a concentration of Mass Affluent customers, the FSA will act as the primary point of contact for Mass Affluent customers, although will not have a “book of business.” Walk-in cu...
Deloitte is one of the leading professional services organizations in the United States, specializing in audit, tax, consulting and financial advisory services with clients in more than 20 industries. We provide powerful business solutions to some of the world s most well-known and respected companies, including more than 75 percent of the Fortune 100.At Deloitte, you can have a rewarding career o...
Alternate Locations: Atlanta, GA (Georgia); Omaha, NE (Nebraska) Relocation assistance is not available for this opportunity. Hiring Manager: Jennifer L Gilmore Level: M1 Requisition #15061 About The Company Led by over 9,000 employees – including you – Lincoln Financial provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism....
Audit individual excess loss claim submission through analysis of excess loss policy provisions, employer plan document provisions, administrative agreements, and cost containment vendor agreements to process accurate claim reimbursements made payable to the policyholder. Review potential claim notices and claim submissions for cost containment opportunities and refer to medical risk consultants o...
Audit individual excess loss claim submission through analysis of excess loss policy provisions, employer plan document provisions, administrative agreements, and cost containment vendor agreements to process accurate claim reimbursements made payable to the policyholder. Review potential claim notices and claim submissions for cost containment opportunities and refer to medical risk consultants o...