PRT Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Support the management and development of relationships with both potential and current PRT clients.

• Act as a primary contact for PRT clients and the Third-Party Administrator during transaction integrations.

• Engage in the updating and advancement of each client’s Integration Project Plan.

• Take part in regular client meetings to assess project progress, address any issues, and modify plans based on client input.

• Oversee and implement transition activities from the initial kick-off to certificate delivery.

• Handle premium reconciliation and true-up, prepare annuity exhibits, execute GAC, and manage other essential deliverables.

• Collaborate with Pricing, Valuation, and Treasury teams to ensure effective transaction management.

• Record and maintain team procedures.

• Provide assistance with ongoing administrative matters related to covered annuitants.

• Help in preparing documentation for state examinations and audits.

• Undertake additional functions, responsibilities, and projects as assigned.

• Report directly to the Director of PRT Client Management.

⛳️ Requirements

• At least 3 years of relevant experience in the financial services sector.

• Experience in client management, particularly with pension and/or pension risk transfer, is advantageous.

• Bachelor's degree in finance, economics, business, or a related field, or equivalent experience.

• Capability to establish strong relationships and collaborate effectively across F&G and with both new and existing clients.

• Exceptional verbal and written communication skills, proficient in conveying information clearly and concisely.

• High attention to detail and accuracy, along with outstanding organizational and documentation abilities.

• Proven ability to perform well in a constantly changing environment.

• Demonstrated track record of achieving required outcomes.

• Proven ability to enhance processes.

• Consistent and punctual attendance.

• Limited travel required (less than 10%).

🏝️ Benefits

• Options for in-office, hybrid, and remote work arrangements, determined with the leader during the hiring process.

• Minimal travel required (less than 10%).

• Reasonable accommodations available for applicants and candidates with disabilities.

• Equal opportunity employer.