Transaction Management Operations Analyst - Wealth Management Operations
Core
Process moderately complex transactions, reconciliation, and settlement for 401(k) plans and institutional retirement products, handling asset movement and beneficiary reviews.
Role type
Transaction Management Operations Analyst
Builds
Operational support for 401(k) Defined Contribution, NQDC, and Institutional Trust/Custody products
Domain
Financial Services / Wealth Management / Retirement Benefits
Required skills
Transaction processing, Reconciliation, Settlement, Client inquiry resolution, Risk analysis, Process improvement, Microsoft Excel, Microsoft Word, Attention to detail, Prioritization
Preferred skills
401(k) product knowledge, MLII/iGate applications, Advanced Excel
Responsibilities
Perform transaction processing and reconciliation, Respond to client inquiries via multiple channels, Analyze and resolve complex transaction exceptions, Identify risk and process improvement opportunities
Seniority
Individual Contributor, entry to mid-level