Transaction Analyst

About the position

The Transaction Analyst provides superior customer service to our corporate trust clients through effective account administration and support of Transaction Managers. This includes monitoring contract provisions and responding to customer inquiries quickly and accurately. The TA works closely with the Transaction Managers and will process all related transactions, including Account Setup/Termination, collecting critical documents, cash disbursements, and other critical functions related to Escrow and Project Finance products.

Responsibilities

• Review and process account requests.
• Prepare system direction to the Transaction Managers or Operations team to execute transactions such as initiating wire and check requests while ensuring all account actions are in accordance with department procedures.
• Receive and record incoming assets ensuring deposits are done promptly and accurately.
• Communicate with clients regarding specific account information including upcoming deliverable dates, distributions, events, notices and generating client statements.
• Organize the account set-up process, update appropriate spreadsheets and ticklers.
• Manage the billing and collection of client fees.
• Monitor ticklers and collect required items from our clients.
• Complete reconciliations timely and accurately.

Requirements

• College Degree Preferred
• Excellent communication, organizational, multitasking, and problem-solving skills
• Computer skills including Microsoft Office
• Strong attention to detail and analytical abilities
• Previous experience in the financial services industry a plus