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GWIM Sr Operations Analyst

Pennington, New Jersey

Job Description:

The Payment Operations Analyst is part of the Wealth Management Operations team supporting the Retirement and Personal Wealth Solutions (RPWS) Employee Benefit Trust product. This role is responsible for creation of client reporting, payment production and reconciliation for retirement clients.  Responsibilities include the conversion payment data, execution and maintenance of client indicative payment files, reconciliation of bank accounts including payment and tax withholding, tax form production/corrections, as well as, maintenance of ACH and check payments and escheatment processing.  Functions typically have exposure, regulatory risk and client impact. The Analyst in this position is responsible for daily processing and resolution of day to day issues. They contribute to the development and implementation of procedures to enhance productivity, efficiency and ensure that risk controls are adhered to. Responsible for ensuring daily tasks are completed timely and accurately, providing support to front office personnel and clients.  This role is also responsible for participating in initiatives, identifying process enhancements and developing relationships with peers and, partners.

Required Skills:

  • Detailed working knowledge of Excel, Access and MS Office Suite tools

  • Understanding of applications and technology that support operation functions; example TSO, trust reporting, general ledger

  • Basic accounting, spreadsheet tools

  • Organization and micro detail planning to support a varied time sensitive workload

  • Basic business writing

Desired Skills:

  • Retirement products knowledge

  • Experience in check and ACH processing functions

  • Understanding of tax filing requirements and reporting

  • Client service experience

Enterprise Job Description

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Payment Operations Analyst is part of the Wealth Management Operations team supporting the Retirement and Personal Wealth Solutions (RPWS) Employee Benefit Trust product. This role is responsible for creation of client reporting, payment production and reconciliation for retirement clients.  Responsibilities include the conversion payment data, execution and maintenance of client indicative payment files, reconciliation of bank accounts including payment and tax withholding, tax form production/corrections, as well as, maintenance of ACH and check payments and escheatment processing.  Functions typically have exposure, regulatory risk and client impact. The Analyst in this position is responsible for daily processing and resolution of day to day issues. They contribute to the development and implementation of procedures to enhance productivity, efficiency and ensure that risk controls are adhered to. Responsible for ensuring daily tasks are completed timely and accurately, providing support to front office personnel and clients.  This role is also responsible for participating in initiatives, identifying process enhancements and developing relationships with peers and, partners.

Required Skills:

  • Detailed working knowledge of Excel, Access and MS Office Suite tools

  • Understanding of applications and technology that support operation functions; example TSO, trust reporting, general ledger

  • Basic accounting, spreadsheet tools

  • Organization and micro detail planning to support a varied time sensitive workload

  • Basic business writing

Desired Skills:

  • Retirement products knowledge

  • Experience in check and ACH processing functions

  • Understanding of tax filing requirements and reporting

  • Client service experience

Enterprise Job Description

Provides technical and analytical support in a GWIM operations function for one or more product areas such as funds transfer, collateral mgt/margins, corporate actions, static data/data management, control, trader support, clearance/settlement, documentation/confirmations, customer service, new accounts, client valuations, document processing or statement/billing processing. Responsible for the analysis and resolution of moderately complex operations problems and initiatives requiring exception handling and working with multiple operational and/or product specialists to resolve. May participate in projects and/or introduction of new initiatives, systems, products/services and processes. As a technical expert, acts as a unit advisor providing technical support to less experienced associates. This role typically requires 3+ years experience in operations functions and a thorough working knowledge of the operational aspects of transactions and products.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21040690

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Robin Bennett

Referral Bonus:

0

Street Address

Primary Location:
1400 AMERICAN BLVD, NJ, Pennington, 08534