Operations Specialist at Protective Life (Birmingham, AL)

| Birmingham, AL
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The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

The Operations Specialist supports the New Accounts department, with the objective of maintaining optimal operational efficiency and effectiveness

Responsibilities:

  • To understand, perform and cross train in all of the operational responsibilities included in the opening of new accounts
  • To understand retirement accounts, RMDs, contributions, transfer, trusts, investment products 
  • Crosstrain to understand and preform Cashiering and Transfer procedures 
  • To assist in the effective management of departmental policies and procedures to ensure that all of ProEquities registered representatives are provided with accurate and timely information, service, and assistance as it pertains to research, processing and resolution of issues requiring account opening expertise
  • To assist on an as needed basis with special projects and initiatives outside the normal scope of work

Qualifications

  • Broker/Dealer Backoffice operations experience preferred 
  • Bachelor’s or Associate College Degree preferred 
  • Proficient in Microsoft Office Suite
  • Must be able to effectively multitask and prioritize to meet critical regulatory deadlines and achieve managements’ strategic objectives 
  • Must posses a strong work ethic and the ability to maintain a professional demeanor when under pressure
  • Must possess analytical skills with the ability to work independently, proactively and with a sense of urgency to devise and implement solutions

Employee Benefits:
We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
 
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Diversity and Inclusion:
At Protective, we are committed to providing an inclusive culture where all employees fully contribute and thrive. We have always been a values-driven culture. Doing the right thing and serving people are part of our DNA, and we believe that valuing and embracing different backgrounds and perspectives is what makes us unique.
 
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.

More Information on Protective Life
Protective Life operates in the Insurance industry. The company is located in Birmingham, AL. Protective Life was founded in 2022. It has 2912 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 54 open jobs at Protective Life, click here.
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