Annuities Representative (New Business) jobs in Santa Fe, NM

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

Recently Added Annuities Representative (New Business) jobs

Business Specialist II

New Mexico Courts
Santa Fe, NM FULL_TIME
Administrative Office of the Courts

Business Unit: 21800

Business Specialist II #10114100-21800, Full-Time, Perm, in Santa Fe, NM

# of Positions: 1

Opening Date: 04-16-2024 - Close Date: -

Target Pay Range/Rate: $24.000 hourly or $49,920 annually

The Administrative Office of the Courts (AOC) is recruiting for a full-time, classified, Business Specialist II position #10114100-21800 for the AOC Human Resources Division in Santa Fe, New Mexico. GENERAL STATEMENT OF DUTIES: Acting under general supervision may organize and assist with the overall business functions in the administrative, fiscal, and/or human resource operations of a court. Finalist(s) may be subject to criminal background check(s).

EXAMPLES OF JOB DUTIES
The Business Specialist II is responsible for planning, organizing, and coordinating projects, activities, providing support for projects, and office functions and may be assigned specific responsibilities related to fiscal or human resources operations.
Drafts, creates, proofreads, edits, and distributes documents, reports, PowerPoint presentations, correspondence, agendas and minutes for meetings.
Ability to answer telephones, provide customer service and greet visitors.
Ability to utilize the case management system to perform basic functions necessary for researching of case information.
Procures office supplies, fixed assets, and inventory.
Serves as a liaison with judges, court staff, law enforcement agencies, state agencies, and the public.
Coordinates repair of equipment and arranges for disposal of equipment.
Communicates changes in processes, rules, and systems to other employees.
Reviews applications, evaluate applicant’s skills and make recommendations regarding applicant’s qualifications.
Schedules interviews, checks references, and completes background checks.
Uses electronic databases to manage and track information and data.
Compiles, analyzes, and prepares statistical reports.
Ensures compliance with judicial branch, financial and/or human resources policies and procedures.
Present or develop training programs, prepare employment letters, employee files, and complete human resources forms.
Prepares and submits administrative, financial, business or human resources documents and reports.
Track capital inventory for a division or court and keep current records of fixed assets.
Provides assistance with administrative, budget, human resources, operational, or legislative projects.
Assists external auditors, and/or prepares documentation for financial audits.
Participates in creating and implementing specialized projects in the area of human resources, which may include but are not limited to, Equal Employment Opportunity (EEO), Employee Relations, Training, Performance Appraisals, Investigations and Compensation Analysis.
Provides and develops customized reports in order to identify trends, correlations to uncover insights, and/or audit data.
Coordinates recruitment efforts and job postings and makes recommendations regarding applicant’s qualifications.
Maintains filing systems and archives personnel actions, records, and/or other documents.
Manage or administer employee information, pay data, position changes, or reclassifications, new or changed positions and various human resources transactions utilizing the automated human resources system.
Administer and audit payroll processes, pay vouchers, direct deposit, and related corresponding queries and reports to ensure accuracy.
Track and prepare travel or other reimbursements.
Assist with appropriation requests, operating budgets, supplemental budget requests, and/or budget adjustment requests.
Assists with the procurement process, which may include RFPs and contract management.
Performs accounting or fiscal functions and assist with the preparation of the courts annual operating budget.
Interact calmly and professionally with irate individuals.
Provide customer service information by providing general procedural information without giving legal advice.
Prepare, process, and post vouchers, operating transfers, encumbrances, warrants and warrant cancellations.
Review, interpret, and/or provide guidance on governmental employment regulations including but not limited to Family Medical Leave Act (FMLA), Fair Labor Standards Act (FLSA), Workers’ Compensation, and the Americans with Disability Act (ADA).
Log and reconcile bank statements to daily receipts and monthly reports, and assists with bookkeeping functions.
Prepare unclaimed property reports and operating transfers for unclaimed property.
Conduct and/or process new employee orientations, terminations, payroll and employee benefits.
Provide guidance and assistance regarding progressive disciplinary matters.
May be assigned supervisory duties under the mentorship of a supervisor or manager.
Act as IT site coordinator and maintain website.
Troubleshoots IT and equipment problems and provides technical assistance.
Other duties as assigned.

This job description is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions performed

Medical/Dental/Vision/Rx, Short, and Long Term Disability Insurance Programs, employee assistance program (EAP) [http://www.mybenefitsnm.com/]
State paid life insurance, supplemental and dependent life insurance
Optional flexible spending accounts for medical, day-care, and travel expenses
Paid time off, up to eight (8) weeks
Paid time off and retirement buyback
Eleven (11) paid holidays
Up to 12 weeks of paid parental leave
Deferred Compensation 457(b) plan
Lifetime Defined Benefits Retirement Plan [http://www.nmpera.org/]
Flexible work schedules and alternative work locations*
Free health care, Rx, and lab work at the facility (Stay Well Health Center) in Santa Fe, NM
Bilingual compensation*
Training and career development opportunities
Higher education opportunities, educational leave, and tuition reimbursement
May qualify for the Public Service Loan Forgiveness Program (PSLF)
May receive overtime holiday or shift differential pay*
May receive physical fitness leave*

QUALIFICATIONS

Education: Bachelor’s degree from an accredited college or university in Public or Business Administration, Finance, Accounting or a directly related field.

Education Substitution: Four (4) years of directly related or relevant experience may substitute on a year for year basis.

Experience: Two (2) years of experience in office administration, public administration, banking, human resources, accounting or a directly related field.

Experience Substitution: Additional post-secondary education in a related field may substitute for up to two (2) years of experience. Thirty (30) semester hours equals one (1) year of experience.

TO APPLY: Submit a New Mexico Judicial Branch Application for Employment, or a Resume and a Resume Supplemental form, and proof of education to:

Administrative Office of the Courts

Attn: AOC Human Resources Division

202 E. Marcy Street

Santa Fe, New Mexico 87501

Fax: 505-479-2641

Email: jobs@nmcourts.gov

PROOF OF EDUCATION IS REQUIRED.

Applications can be emailed, faxed, or mailed.

EQUAL OPPORTUNITY EMPLOYER

Just Posted

Annuities Representative (New Business) jobs in Santa Fe, NM

Recently Added Annuities Representative (New Business) jobs

About Santa Fe, New Mexico