Transaction Operations Analyst: Settlement & Reconciliation

United States Digital Space LLC; Pennington (NJ); On-site; USD 34,000 - 51,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

United States Digital Space LLC is seeking a Transaction Management Analyst within Wealth Management Operations to support payroll, benefits, and money movement for 401(k) products. You will administer 401(k) processes, review beneficiary data, and ensure accurate tax reporting with a focus on client service.

The role emphasizes collaboration, accuracy, and the ability to work in a fast-paced financial services environment. On-site, 1st shift, 40 hours per week, with competitive benefits.

Qualifications

• Highly organized and detail-oriented.
• Self-starter with initiative and accountability.
• Ability to multi-task and meet deadlines.
• Strong written and verbal communication skills.
• Proficient with Excel and Word.
• Can adapt to changing environment.

Responsibilities

• Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to guidelines.
• Responds to moderately complex client inquiries via multiple channels to support operations.
• Analyzes and resolves moderately complex transactions requiring escalations.
• Identifies risks and opportunities for process improvements across units.

Skills

Organized

Self-starter

Multitasking

Attention to detail

Flexibility

Communication

Problem solving

Prioritization

Excel

Word

Adaptability

Education

Bachelor's degree or 3+ years experience

Tools

MLII/iGate

Microsoft Excel

Microsoft Word

Job description

United States Digital Space LLC is seeking a Transaction Management Analyst within Wealth Management Operations to support payroll, benefits, and money movement for 401(k) products. You will administer 401(k) processes, review beneficiary data, and ensure accurate tax reporting with a focus on client service.

The role emphasizes collaboration, accuracy, and the ability to work in a fast-paced financial services environment. On-site, 1st shift, 40 hours per week, with competitive benefits.