Transaction Management Analyst - 401(k) & Plan Reconciliation

Jobtailor; Pennington (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor is seeking a detail-focused operations professional in New Jersey to support 401(k) and Non-Qualified Deferred Compensation plan processing. You will handle moderately complex transactions, reconcile data, and respond to client inquiries across multiple channels.

The role emphasizes accuracy, initiative, and strong communication as you work with plan sponsors and service teams to meet deadlines and maintain regulatory compliance.

Qualifications

• Highly organized and detail oriented.
• Self-starter attitude with initiative.
• Ability to multi-task and handle multiple projects quickly.
• Excellent written and verbal communication; able to influence and negotiate.
• Proven ability to deliver comprehensive solutions to complex problems.
• Familiarity with 401(k) products and MLII/iGate applications.

Responsibilities

• Perform moderately complex transaction processing and reconciliation with medium to large monetary impact.
• Respond to moderately complex client inquiries through numerous channels
• Analyze and resolve moderately complex transactions requiring escalations and exceptions
• Identify risks and process improvement opportunities
• Monitor assigned plans on a scheduled basis
• Support 401(k) and Non-Qualified Deferred Compensation plan transaction processing

Skills

Transaction Processing

Reconciliation

Payroll Processing

Data Analysis

Excel Proficiency

Education

College degree preferred

Tools

MLII/iGate Applications

Microsoft Word

Microsoft Excel

Job description

Jobtailor is seeking a detail-focused operations professional in New Jersey to support 401(k) and Non-Qualified Deferred Compensation plan processing. You will handle moderately complex transactions, reconcile data, and respond to client inquiries across multiple channels.

The role emphasizes accuracy, initiative, and strong communication as you work with plan sponsors and service teams to meet deadlines and maintain regulatory compliance.