Transaction Management Ops Analyst | SBL and 529 Account Servicing
Core
Process moderately complex transactions, account servicing, and reconciliation for SBL and 529 accounts, ensuring accuracy and compliance.
Role type
Transaction Management Operations Analyst
Builds
Operational processes for asset movement and account maintenance
Domain
Banking / Wealth Management / 529 Plans
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Transaction processing, Reconciliation, Client inquiry resolution, Risk identification, Process improvement, Account management, Data analysis, Regulatory compliance, Workflow management, Financial reporting
Preferred skills
Wealth management knowledge, Cross-functional collaboration, System application proficiency
Technologies
Microsoft Excel (V-lookup, pivot tables), Multiple operational systems
Responsibilities
Perform transaction processing and reconciliation; Resolve complex client inquiries and exceptions; Research and resolve regulatory risks and data discrepancies; Identify process improvement opportunities; Train less experienced team members
Seniority
Mid-level, operational IC