Penn Mutual
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
1001 - 5000 employees
Founded 1847
Senior Operations Specialist – Cashiering, Advisory
Job not on LinkedIn
November 13
Penn Mutual
For over 175 years, Penn Mutual has empowered individuals, families and businesses on the journey to achieve their financial goals. Through our partnership with Financial Professionals across the U.S., we help generations grow stronger by instilling the confidence and reliability that comes from a secure financial future. Penn Mutual and its affiliates offer a comprehensive suite of competitive and robust solutions to meet the unique needs of Financial Professionals and their clients, including life insurance, annuities, wealth management and institutional asset management. To learn more, including current financial strength ratings, visit www.pennmutual.com.
1001 - 5000 employees
Founded 1847
📋 Description
• Manage cashiering and advisory operations queues • Provide support and resolution for inquiries from Financial Professionals and Field Offices • Recommend and implement process improvements • Collaborate with internal teams and external partners • Handle simple to complex emails or calls
🎯 Requirements
• 3-5 years experience in a broker/dealer within operations • Expert knowledge of Pershing NetX, Advice Pay, and Envestnet Platforms • Bachelor's Degree Preferred • SIE and S99 required or both obtained within 12 months of hire • S7 and S24 preferred
🏖️ Benefits
• Flexible work arrangements • Professional development
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