Operations Associate

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years AmeriLife has been a leader in the development marketing and distribution of annuity life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Job Description

Hours: 40 hours per week (In-Office)

Position: Operations Associate

Location: 550 Pharr Road NE Suite 400 Atlanta GA 30305

The operations associate will report directly to the Senior Director of Operation and will provide support to all advisors regarding onboarding registration compliance and other operations tasks.

Responsibilities:

• Assist with applying developing and implementing Registration Department procedures practices and controls related to licensing and registration and all applicable filing requirements (Form U4 and U5)
• Oversee new hire on-boarding including on-boarding onto company systems and initial training coordination and communication
• Assist with ensuring filing maintaining and updating Form ADV and completing other regulatory filings.
• Maintain licensing and registration related records
• Assist with providing interpretative guidance on registration and disclosure related rules and regulations.
• Support the resolution of issues or concerns related to registration matters and other employee inquiries
• Communicate with the sponsorship and compliance team to maintain consistent procedures and systems across the board
• Perform other duties as assigned

Requirements:

• General understanding of financial services business
• Strong communication skill and coach-ability required.
• Extremely organized and attentive to details
• Advanced understanding of Microsoft Office Suite specifically Excel
• Data-entry and administrative experience

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race color religion creed sex (including pregnancy childbirth breastfeeding or related medical conditions) sexual orientation gender identity or expression age national origin ancestry disability genetic information marital status veteran or military status or any other protected characteristic under applicable federal state or local law. We are committed to providing an inclusive equitable and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process please contact us at .

Pay Transparency Statement

We are committed to pay transparency and equity in accordance with applicable federal state and local laws. Compensation for this role will be determined based on skills qualifications experience and market factors. Where required by law the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information such as benefits bonuses and commissions will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about discussing or disclosing their pay or the pay of another employee or applicant as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening which may include employment verification education verification criminal history check and other job-related inquiries as permitted by law. All screenings are conducted in accordance with applicable federal state and local laws and information collected will be kept confidential. If any adverse decision is made based on the results applicants will be notified and given an opportunity to respond.