Transaction Management Ops Analyst - BPRO Financial Transaction Review
Core
Process branch-initiated transaction requests for retail and retirement distribution/disbursement, ensuring accuracy, regulatory compliance, and fund availability for WM Advisory clients.
Role type
Transaction Management Operations Analyst
Builds
Operational transaction processing and fulfillment for internal business partners and external clients
Domain
Banking / Financial Services
Required skills
Attention to Detail, Customer Focus, Oral Communications, Prioritization, Problem Solving, Account Management, Analytical Thinking, Research, Numerical Reasoning
Preferred skills
Mentoring, Coaching, Written Communications
Technologies
Multiple systems and applications for operational tasks
Responsibilities
Process branch-initiated requests for retail and retirement distribution/disbursement; Perform risk-based reviews of account documentation and activity; Research and resolve moderately complex transaction requests; Review and approve complex requests involving legal/special distributions for Non-Resident Aliens and US Clients abroad; Respond to high-priority client inquiries; Understand end-to-end process flow and controls.
Seniority
Mid-level, hands-on IC