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MetLife

Investment Administrator

Posted 6 Hours Ago
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Hybrid
Tampa, FL
50K-55K Annually
Mid level
Hybrid
Tampa, FL
50K-55K Annually
Mid level
Responsible for processing transactions, maintaining client relationships, resolving escalations, and ensuring accuracy of financial documentation.
The summary above was generated by AI
Description and Requirements
Location: Virtual within commutable distance to Tampa FL, Atlanta GA, and Charlotte NC
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 with the 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.) and the 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.
The expected salary range for this position is $50,000 - $55,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the 2025 "World's Most Admired Companies", Fortune World's 25 Best Workplaces™ for 2024, as well as the 2025 Fortune 100 Best Companies to Work For ®, MetLife , through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by empathy, we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible . Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
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.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.
$50,000 - $55,000

Top Skills

Excel
MS Office
Outlook
Word

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