Find & Apply For Scheduler / Operations Coordinator Jobs in Cohoes, New York

Finance - Annuity Operations Northpointe Staffing Professionals - 3.7 Cohoes, NY Job Details Temporary From $25 an hour 4 hours ago Qualifications Teamwork Microsoft Outlook Spreadsheets Word embeddings Bachelor's degree Attention to detail Quality control Process management Technical Proficiency Time management Excel data analysis Full Job Description Individual within this role will be part of the Annuity Operations Team, which is a specialized team within the broader Operations division, dedicated to the meticulous facilitation of annuity products for high-net-worth individuals. The team serves as the central hub for implementation, bridging the gap between internal advisors, specialized strategy teams, and external insurance carriers. The team's primary mission is to ensure that every task—from creation to final funding—is precisely prepared and administratively sound before moving through the firm's final review and submission channels. Your Role In this position, you are far more than a data processor; you are an annuity and technical Specialist responsible for the high-volume preparation and coordination of the annuity lifecycle. While this role does not involve direct client contact, you are the engine that enables advisors to provide premier service experience. Your meticulous oversight ensures that every document is prepared with absolute administrative integrity—flawless, intuitive, and structured for immediate execution. This is a high-volume, detail-intensive role that requires a unique blend of precision processing and proactive problem-solving. The individual within this role will act as a primary operational liaison between internal teams and third-party insurance carriers, navigating a vast landscape of carrier-specific nuances and regulatory requirements. Your objective is to maintain the highest standards of administrative accuracy, ensuring a frictionless process for the client and internal stakeholders. How You Will Fulfill

Your Potential Command of Complexity:

You will develop a deep, technical understanding of the annuity landscape, becoming an expert in the diverse procedural requirements of the firm and various insurance carriers.

Operational Excellence:

You will thrive in a fast-paced, high-volume environment where your attention to detail ensures that complex financial transactions are prepared flawlessly.

Process Coordination:

You will manage the movement of sensitive data across multiple platforms, ensuring that all prerequisites for successful implementation are met.

Collaborative Impact:

You will act as a key enablement partner, working across internal teams and external vendors to streamline workflows and deliver a frictionless experience for high-net-worth clients.

Principal Responsibilities Application Preparation:

Execute the meticulous preparation of new annuity applications and related service documents, ensuring adherence to firm and carrier-specific requirements. Workflow

Coordination:

Facilitate the multi-stage implementation process, interfacing between internal advisors, insurance strategist teams, and external carriers to move files toward completion.

Data Integrity & Entry:

Manage the accurate input and movement of financial data across multiple internal systems and external carrier portals.

System Navigation:

Work seamlessly across multiple internal systems and external carrier portals to facilitate transactions and resolve discrepancies.

Risk & Compliance:

Apply sound business judgment to identify and escalate unusual or suspicious activities, ensuring strict adherence to firm-wide information security and quality policies.

Implementation Support:

Facilitate the final funding process and provide operational support for special projects as requested by the business. Skills & Experience We're Looking For Basic Qualifications

Education:

Bachelor's degree required. Technical Proficiency: Working knowledge of the Microsoft Office suite (Word, Outlook, PowerPoint).

Excel Skills:

Proficiency in Microsoft Excel, including the ability to manage large datasets and utilize advanced functions.

Operational Mindset:

Proven ability to maintain high levels of focus and accuracy in a high-volume, repetitive processing environment.

Communication:

Superior written and verbal communication skills, with the ability to maintain a professional, service-oriented tone with internal partners and third-party vendors. Meticulous Attention to

Detail:

A systematic approach to quality control and a "zero-error" mindset when preparing complex documentation.

Preferred Skills & Attributes Learning Agility:

The ability to quickly command and retain nuanced procedural rules across multiple software platforms and carrier portals.

Sound Business Judgment:

Proven analytical and problem-solving skills, specifically the ability to identify anomalies and escalate high-risk issues appropriately.

Time Management:

Exceptional organizational skills with the ability to prioritize a shifting queue of tasks under tight deadlines.

Collaborative Spirit:

A proactive, team-oriented approach with the flexibility to adapt to changing workflows and special projects.

Pay:

From $25.00 per hour Application Question(s): Do you have prior experience within Financial Industry?

Education:

Bachelor's (Required)

Location:

Cohoes, NY 12047 (Preferred)

Work Location:

In person