Job Description
POSITION SUMMARY
The Correspondence Coordinator is the entry-level partner in our two-person mailroom and the dual-control counterpart to the Senior Correspondence Coordinator. After the Senior scans inbound mail, you take custody of the physical originals — including premium checks — and own deposit preparation, secure storage, and all outbound mail. You will close the day with the Senior on a joint reconciliation that confirms every check is accounted for. This is a role of financial trust and a strong starting point for a career in annuity operations.
CORE RESPONSIBILITIES
- Take custody of scanned originals from the Senior Correspondence Coordinator and store them in the dual-control bonded cabinet
- Maintain the Custody Chain Log — every transfer of negotiable instruments captured with timestamps, item counts, dollar totals, and dual signatures
- Prepare daily deposits: complete remote deposit cap...