Process Specialist - DC
Core
Process and verify financial transactions, ensure regulatory compliance, and resolve discrepancies to guarantee accurate financial solutions.
Role type
Process Specialist (Financial Transactions)
Builds
Financial transaction processing workflows and compliance adherence
Domain
Financial Services / 401K Administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Transaction processing, Financial regulations compliance, Discrepancy resolution, Record maintenance, Analytical skills, Problem-solving
Preferred skills
401K domain experience (Distributions)
Technologies
None stated
Responsibilities
Process and verify various financial transactions accurately and efficiently, Ensure compliance with regulatory and internal policies, Resolve discrepancies and issues related to transaction processing, Maintain accurate records and documentation of transactions, Collaborate with other departments to improve transaction processes
Seniority
Mid-level (2-5 years experience)