Annuity Jobs in Melville (NY)
NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered...
lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength...
Handle daily annuity estimate requests efficiently.
Assess, calculate, and establish monthly annuity payments accurately.
Make decisions on retirement benefit distribution approvals or denials.
Reconcile stale-dated distribution payments with banks...
- Provide strategic legal counsel on high-value (re)insurance transactions,
- Act as a pivotal resource on regulatory landscapes, both domestic...
- Participating in workplace committees and meetings and reporting back to the Compliance Director regarding key issues and developments.
- Monitoring day-to-day operation of the pension, annuity and health processing functions...
deferred annuity and (403b) pension planTuition reimbursementFree on-site parkingThe Medical Assistant will assist in the delivery of care in the ambulatory setting under the direct supervision of a licensed nurse or physicianProvide patient care...
collaborating effectively with co-located development and QA team.
Analytical Skills: The ability to analyze requirements and identify test scenarios and cases effectively.
Domain knowledge - Policy admin systems, Life Insurance and Annuity domain experience...
accrualsTax deferred annuity and (403b) pension planTuition reimbursementFree on-site parkingThe Medical Assistant will assist in the delivery of care in the ambulatory setting under the direct supervision of a licensed nurse or physicianPRINCIPAL DUTIES...
and reviewing commissions and calculating unitrust and annuity payments
Coordinating distributions to various trust beneficiaries and arranging for payment of estimated taxes
Maintenance of accounts and records for various estates and trusts
General trust...
accrualsTax deferred annuity and (403b) pension planTuition reimbursementFree on-site parkingThe Medical Assistant will assist in the delivery of care in the ambulatory setting under the direct supervision of a licensed nurse or physicianProvide patient care...