Lead Operations Processor Associate - Disbursements

Company Description

Aspida is a tech‑driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. We protect the dreams of our partners, producers, and especially our clients through a suite of products available on an elegant and intuitive digital platform that focuses on stable retirement solutions with attractive features and downside protection.

Aspida is a subsidiary of Ares Management Corporation (NYSE: ARES) and benefits from dedicated investment management, capital solutions, and corporate development partnership. For more information, visit

We are a culture of moxie, dedication, and an entrepreneurial spirit. We don’t let egos stand in the way, settle for the status quo, or complain when facing tough challenges. Instead, we share a common vision for the future and each person makes an unspoken commitment to building that future together. Our work ethic is built on three main tenets:
Get $#!+ Done, Do It with Moxie, and Have Fun.

As a Lead Operations Processor Associate – Disbursements, you will play a vital role in ensuring disbursement transactions are processed accurately and efficiently. Working primarily in a back‑office capacity, you will collaborate with internal teams, including Client Support and Annuity Specialists, to obtain necessary information and ensure transactions are completed in accordance with company policies and regulatory requirements. The ideal candidate demonstrates exceptional attention to detail, commitment to maintaining the highest standards of accuracy, excellence at repetitive tasks, and is self‑directed.

This role is required to be onsite three days a week at our Durham, NC headquarters.

• Process a variety of disbursement transactions, ensuring compliance with contract provisions and regulatory guidelines.
• Handle cost basis transactions as part of surrender requests, verifying all required documentation and calculations.
• Utilize various systems to manage daily workflow and transaction processing.
• Review and approve the accuracy of transactions processed by other team members.
• Collaborate with other internal teams to obtain necessary information for transaction completion.
• Maintain high levels of accuracy and attention to detail while processing a significant volume of transactions.
• Provide essential feedback to support the automation and continuous improvement of transaction processing workflows.
• Adhere to established schedules and demonstrate dependability and reliability in meeting processing deadlines.
• Ensure compliance with company policies, industry regulations, and best practices.

• Hourly, DOE
• Long‑Term Incentive Plan
• Full‑time position
• Full benefits package available

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. We do not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin, or any other basis prohibited by applicable law. Hiring, transferring, and promotion practices are performed without regard to the above listed items.

• Experience in transaction processing is preferred.
• Strong attention to detail and the ability to maintain high levels of accuracy.
• Comfortable with repetitive tasks and managing work independently.
• Exceptional organizational skills and the ability to handle multiple tasks efficiently.
• Proficiency with basic computer systems and Microsoft Office applications.
• Ability to learn and adapt to new processes and tools.
• Clear written and verbal communication skills.
• Must adhere to schedule requirements, demonstrating dependability and reliability.
• Must have or obtain an NC Life License within 90 days of direct hire.