Transaction Management Operations Analyst - Wealth Management Operations
Core
Process moderately complex 401(k) distribution transactions, including withdrawals, transfers, QDROs, and loans, ensuring accurate reconciliation and settlement for institutional clients.
Role type
Transaction Management Operations Analyst
Builds
401(k) defined contribution plan transactions and financial settlements
Domain
Wealth Management / Retirement Benefits
Required skills
transaction processing, reconciliation, settlement, QDRO handling, client inquiry resolution, risk analysis, process improvement, Microsoft Excel, Microsoft Word
Preferred skills
401(k) product knowledge, MLII/iGate applications, advanced Excel
Technologies
MLII, iGate
Responsibilities
Perform moderately complex transaction processing and reconciliation; respond to client inquiries via multiple channels; analyze and resolve complex transactions requiring escalation; proactively identify risks and process improvement opportunities.
Seniority
Individual Contributor, entry to mid-level