Transaction Management Ops Analyst
About The Position
This role is responsible for moderately complex transaction and fulfillment processing, including movement of assets into and out of accounts. The work includes reconciliation, settlement, trade and transfer support, and providing quality operations support and service to internal business partners and external clients under established guidelines and procedures. The role handles operational processes that may carry medium to high monetary risk and assists in training less experienced team members. Within the Abandoned Property team, the position supports identification and review of accounts that may contain abandoned property. The team verifies whether property is abandoned, takes custody of confirmed abandoned property, and transfers ownership to the applicable government through escheatment. The analyst reviews abandoned accounts, supports client claims, resolves reinstatement, distribution, and escheatment exceptions, conducts due diligence outreach, and contributes to regulatory reporting and process improvements. The position is based at 1400 American Boulevard, Hopewell Building 4, Pennington, New Jersey. It is a first-shift role scheduled for 40 hours per week. The stated hourly pay range is $25.00–$36.92, with offers based on experience, education, and skill set. It is not incentive eligible and is currently benefits eligible.
Requirements
- At least 1 year of experience processing transactions, records, requests, or documentation in an operations, financial services, regulatory, or related environment.
- Experience researching and resolving moderately complex operational issues, exceptions, discrepancies, or client requests while following established procedures and requirements.
- Experience reviewing information, applying judgment, and making decisions that affect client accounts, transactions, or operational outcomes.
- Experience managing multiple priorities and meeting quality, accuracy, and timeliness expectations in a high-volume environment.
- Experience working with clients, business partners, or internal teams to obtain information, resolve issues, and provide status updates.
- Experience identifying potential risks, regulatory impacts, or process issues and escalating concerns appropriately.
Nice To Haves
- Experience supporting abandoned property, unclaimed property, escheatment, regulatory reporting, or other compliance-related processes.
- Knowledge of wealth management, banking, brokerage, retirement, or investment products and services.
- Experience conducting due diligence activities, validating client information, or supporting account reinstatement and asset distribution requests.
- Experience preparing reports, maintaining records, or supporting regulatory, audit, or control-related activities.
- Education, training, or certification in business, finance, accounting, economics, compliance, or a related field.
Responsibilities
- Analyze and resolve moderately complex transactions requiring escalations and exceptions by reviewing abandoned accounts, supporting client claims, and resolving reinstatement, distribution, and escheatment exceptions.
- Perform moderately complex transaction processing and reconciliation with medium to large monetary impact according to established written guidelines and procedures.
- Respond to moderately complex client inquiries through numerous channels to support operational efficiency and quality client service.
- Conduct due diligence outreach, confirm client responses, and support account reactivation and claim requests.
- Identify risks and opportunities for process improvements based on how the work affects other operational units.
- Evaluate regulatory requirements, generate regulatory reports, and identify process impacts across business partners and support teams.
- Assist in training less experienced team members.
Benefits
- Benefits eligible; access to paid time off, resources, and employee support.
- Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
