Investment Administrator

　　General Information

　　City/Cities

　　Atlanta, Charlotte, Tampa

　　State(s)

　　Florida, Georgia, North Carolina

　　Country

　　United States

　　Working Schedule

　　Full-Time

　　Work Arrangement

　　Virtual

　　Commutable Distance Required

　　Yes

　　Travel Required

　　10%

　　Relocation Assistance Available

　　No

　　Posted Date

　　09-Jan-2024

　　Job ID

　　1326

　　Description and Requirements

　　Role Value Proposition

　　Responsible for day-to-day transaction processing for MetLife Stable Value IPG and Capital Markets Investment Products. This position is responsible for establishing and maintaining positive and professional relationships with clients and business partners by administering a portfolio of contracts to ensure timeliness of transaction processing, transaction reporting, statement issuance, and escalation resolution

　　Key Responsibilities

　　Under general supervision, perform day to day transaction processing (deposits, withdrawals, and transfers) in one business day, including:

　　Read, interpret, and determine the requested transaction of a newly arrived client trade sheet

　　Perform peer review for accuracy of previous day transactions on the pensions accounting system and report errors and solutions to the original processor

　　Update financial, administrative and imaging systems with transaction information and related documentation

　　Review Schedule A and C client reports for accuracy prior to automated annual mailing based on clients' contract plan year

　　Investigate discrepancies between schedule A and records in the financial management system, and perform recounts or manual processing as needed

　　Resolve internal and external client escalations within one business day and determine best course of action based on received reports of a client escalation

　　Fully implement new contracts by the time funds are deposited, including setup of client web access to online statements and automated delivery of schedule A and C, provision of all necessary process instructions to the client, and initial deposit processing

　　Ensure online client access to monthly fund balance statements; obtain and verify client access information and grant client access to online statements

　　Foster good client relations with internal and external business partners

　　Essential Business Experience and Technical Skills

　　Required:

　　2-5+ years of relevant experience

　　Verbal and written communication skills

　　Accuracy/Attention to Detail

　　Problem-solving and analytical skills

　　Ability to manage multiple priorities and multiple tasks simultaneously

　　Skilled at working independently and as a team

　　Able to build and maintain positive working relationships with associates, brokers, and customers

　　Proficient use of Microsoft Office tools (Excel, Word, Outlook, etc.)

　　Ability to proficiently learn and use core systems

　　Able to review lengthy trade documents, ensure their accuracy and validity, and extract pertinent information

　　Preferred:

　　Financial or insurance industry experience

　　4-year college degree

　　Knowledge of A&I Operations: Can identify the major A&I product categories and the major activities of the operations and administrative support process and understands basic principles, processes, and terminology of the A&I business

　　At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.

　　Equal Employment Opportunity/Disability/Veterans

　　If you need an accommodation due to a disability, please email us at [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.

　　MetLife maintains a drug-free workplace.