Elsa Evans Email & Phone Number

Richmond, VA, US

• Reviewing data in application for accuracy and submit new annuity contracts utilizing our workflow management system and administrative system.
• Reviews and processes all post-issue money.
• Answers in-bound phone calls.
• Answers various e-mail inquiries from the department e-mailbox of annuity products and contract status.
• Assisting with any other responsibilities as assigned by manager.
• Communicated with financial advisors and relationship managers of annuity carriers regarding issues with transfer/rollover inquiries.

Richmond, VA, US

• Answer phones, filing, and preparing correspondence.
• Successfully passed SIE exam.
• Submitting client requests for checks, wires, transfers, and security registrations.
• Helping clients to understand their monthly statements and annual tax notices.
• Acquiring cost basis.
• Responding on a timely basis to operational notices.

St. Louis, Missouri, US

• Recorded metrics on various processes to research and report the reasons for the changes in volume.
• Prepared files daily to place confirmed trades into the international market for settlement. Then monitor the process of exchanging securities for payment to complete the transaction.
• Placed and received calls with internal and external clients to resolve any issues with the settlement of confirmed trades.
• Prepared for internal and external quarterly audit reviews making sure data files were up to date.
• Followed up on internal and external quarterly audit reviews for feedback and correction.
• Recommended improvements with department processes.