PRT Operations Associate
F&G
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Serve as a point of contact for PRT clients and our Third-Party Administrator throughout transaction integrations, ensuring a smooth transition and ongoing client satisfaction.
- Participate in updating and evolving the Integration Project Plan for each client.
- Participate in regular client meetings to review project progress, address concerns, and adapt plans as needed based on client feedback.
- Coordinate and execute transition activities from kick-off meeting through certificate delivery, including premium reconciliation and true-up, annuity exhibit preparation, GAC execution, and other critical deliverables.
- Collaborate closely with Pricing, Valuation, and Treasury to ensure transactions are managed effectively.
- Document procedures within the team.
- Assist in the management of ongoing administrative issues related to covered annuitants.
- Assist in the preparation of information required for state exams, various audits, and the like.
Requirements
- Minimum of 3 years of applicable experience in financial services. A focus on client management with pension and/or pension risk transfer is a plus.
- Bachelor’s degree in finance, economics, business, a related field, or equivalent experience.
Benefits
- Employee-centric flexible environment
- In-office, hybrid and remote work arrangements
- Complies with federal and state disability laws and makes reasonable accommodations
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
client managementcommunicationcollaborationproject managementproblem-solving