Under the direction of the Compliance Manager, the Paralegal - Compliance independently manages multiple tasks relating to record management, project tracking, budgeting, invoice management and administrative support. The Paralegal - Compliance supports members of the Legal and Compliance team with various projects and strategic initiatives and works with both internal and external partners on legal, compliance and related matters. Develops, implements and maintains appropriate processes and protocols to support compliance, tracking and reporting requirements. Works with minimal supervision and is responsible for making a range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

The corporate communications specialist is a member of the Corporate Communications team, charged with developing and executing internal and external communications strategies and activities supporting a wide range of topics, including year-end financial performance, financial ratings and rankings, business and company milestones, corporate philanthropy, community involvement, talent acquisition and retention, and executive and employee engagement. The corporate communications specialist supports strategic communications, executive communications, media relations and financial communications efforts to reinforce company and brand reputation management at the local, state, regional and national levels in support of Western & Southern Financial Group business...

Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and followthrough on commitments. Provides a broad range of sales and marketing support to national and independent broker-dealers. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.

Sorts and distributes incoming mail to Western & Southern Financial Group (W&SFG). Processes undeliverable mail and refers it to the appropriate department. Tracks all incoming express, registered, certified mail and delivery confirmation, keying information into a database. Provides backup to the mail coordinators when necessary. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis

Analyzes major business processes for improvement in operational effectiveness. Functions as an internal consultant to the Enterprise Licensing Team. Coordinates the devlopment, implementation and ongoing maintenance of a performance metrics system for the Enterprise Licensing Team. Coordinates ongoing analysis, benchmarking and reporting on key performance indicators in the performance metrics system. Develops and implements reports to identify training opportunities, areas for improvement and operational efficiencies. Prepares written and procedural documentation and conducts process-specific training for new or current associates.

Manages workflow within Return Mail Team to ensure customer addresses are being verified and corrections are made to customer master records. Monitors workload to ensure timely and accurate handling of image documents. Processes and coordinates solutions to correspondence received from internal and external customers. Assists Return Mail Analyst in resolving complicated cases and provides extensive research where necessary. Develops and/or revises procedural manuals and supports changes in process. Conducts random quality audits on processed Return Mail.

Evaluates claim information and decides appropriate course of action to properly assess, clarify and appraise the claim in compliance with policy provisions, claim procedures, legal requirements and professional ethics.

Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements to support multiple...

The Portfolio Analyst is a member of the Portfolio & Risk Analysis group on the investment team with varying responsibilities. The primary goal of the centralized Portfolio & Risk Analysis function is to work closely with the investment team and operations group to increase efficiencies and data accuracy with improved reporting and dynamic portfolio analysis of both third party institutional accounts and Western & Southern's balance sheet. The associate is exposed to all facets of investment management processes, including portfolio construction, trading, risk management and reporting. The associate will have exposure to a broad range of asset classes and sectors within Fixed Income and Public Equity and will specialize in a specific area. Works with minimal supervision and is responsible...

Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Provides consultation to plan sponsors and agents regarding plan design and operation. Works with minimal supervision.

Provides support to business and IT teams, including assistance in security consulting for corporate initiatives and information security projects.  Assists in performing security and risk assessments of Western & Southern Financial Group (W&SFG) systems, third-party vendors, and user access to identify areas of noncompliance with established information security standards and regulations.  Supports members of the Security Risk Management (SRM), Identity and Access Management (IAM), and IT Risk Management (ITRM) in daily operations and helps recommend risk mitigations and countermeasures.  Escalates when needed and updates senior team members and Manager on a regular basis.

The Institutional Marketing Specialist oversees interdisciplinary processes of proposal generation for business development opportunities and customized response development for due diligence inquiries. Implements a sound and strategic approach to each proposal or questionnaire response, commonly referred to as Requests for Proposal (RFPs), Requests for Information (RFIs) and Due Diligence Questionnaires (DDQs). Identifies the viability of new business opportunities, understands related regulatory issues, interprets subtle variations in questions, and coordinates all appropriate resources from across the firm. Works under some supervision and makes independent decisions, escalating to Manager as appropriate.

Plans, coordinates and executes all facets of a wide range of meetings and supports small to medium size CBU (Core Business Unit) meetings and conferences across the Enterprise, including site inspections as needed, location recommendations, contract negotiations, budgeting, on-site execution, billing reconciliation and post-meeting evaluation. Works directly with business unit heads, their administrators, and other senior leaders and marketing teams through all stages of planning and execution. Manages all aspects of executive travel with Cin-Air and Limolink, working directly with the office of the Chairman, President and CEO. Supports the Meeting Planning, Travel & Events team in specific areas of meeting and conference planning, including program specifications, banquet event orders...

Assists in the daily food production and service of approximately 2,000 meals per day. Rotates among six server positions and five cold food prep positions according to a standard rotation schedule. Prepares, sets up and cleans serving areas in the cafeteria and dining rooms. Interacts with guests and ensures that all items are stocked and available for service. Under direct and some indirect supervision, incumbent is responsible for making a limited range of decisions, escalating to lead worker on a regular basis and updating management when necessary

Oversees, leads, and manages the implementation and continued maturity of the W&S Operational Excellence (OpEx) system, which identifies and maximizes value for customers while engaging associates in regular and sustainable process improvement. Works with business Leaders, Managers and Associates to drive the development and execution of standard operating practices supporting the business's financial and operational goals. This role will learn and deploy a consistent, systematic methodology for achieving process excellence that drives performance acceleration leading to stakeholder value creation.

Responsible for managing and analyzing the performance of media campaigns and digital presence through monitoring, responding, escalating, and trending within both social media, email, and all other digital channels. Directly influences and impacts customer perception of brand based on prompt response, providing quality control feedback, appropriate escalations, and mitigation actions to managing comments and content.

Processes incoming premium payments and reviews payment discrepancies including items rejected by policyholder's financial institutions. Processes ACH transactions (Automated Clearing House), credit card, and loan payments and responds to other inquiries related to these categories. Responds to inquiries relating to Accounting Category Work, i.e., Billing, Group Billing, etc. Responses are typically made in writing. At times telephone responses are necessary depending on the urgency of the inquiry.

Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.

In a manner consistent with compliance and regulatory requirements, responds to agent's inquiries via multi-media factors including inbound/outbound calls and email. This position is the liaison between our external agents and our Agency Operations Department and requires system, product and insurance industry knowledge. This role is the face of Gerber Life to our external partners, requiring this role to be the expert on all things Gerber Life Agency to our experts (the external Agents) in the insurance industry.

Partners with Regional Vice President (a.k.a., External Wholesaler) to strategically manage territory. Places calls and provides information about portfolio composition, relative to performance and product design. Develops and maintains relationships with registered representatives to promote the sale of Touchstone investment products and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of investment products across all disciplines (i.e., investment product objectives, portfolio structures, investment management process and strategy, and investment product benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with minimal supervision and is...