Mutual Funds & Annuities Associate at Prudential
Posted in Admin - Clerical 30+ days ago.
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Location: Dresher, Pennsylvania
Responsible for disbursing money from Prudential Annuities upon request. Incumbents must have knowledge of fixed and variable investments within the Non-Qualified and Qualified markets. Incumbents must have a proficient knowledge of all our support systems for each product/market.
This incumbent is responsible for reviewing the forms received for "good order". Review includes but not limited to: tax, procedural and compliance requirements. Once the case is determined "good order" the representative inputs the request for the client in the appropriate system. For those cases that do not meet the "good order" review are referred for handling. Responsible for transactions including: free looks, full surrenders, partial withdrawals, excess withdrawals, dividend withdrawals, loans, 1035 exchanges, transfers and rollovers.
· Available to work overtime on short notice
· Ability to work 10AM - 6PM, Monday - Friday
· Bachelor's degree preferred
· Transaction and processing experience preferred
· Annuities industry experience preferred
· Claims experience a plus