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GWIM Sr. Operations Analyst

Pennington, New Jersey

Job Description:

Enterprise Overview:

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.

LOB Description:

The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS). The Payment Operations Analyst is part of the Employee Benefit Trust (EBT) Disbursements 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. The functions within this role typically have exposure, regulatory risk and client impact. The analyst will be responsible for ensuring daily processing tasks are completed timely and accurately and providing support to front office personnel and clients to resolve day to day issues. The analyst will also be contributing to the development and implementation of procedures to enhance productivity, efficiency and ensure risk controls are adhered to. This role is also responsible for participating in initiatives, identifying process enhancements and developing relationships with peers and partners.

Detailed processing responsibilities include:

  • Conversion payment data
  • Execution and maintenance of client indicative payment files
  • Reconciliation of bank accounts including payment and tax withholding
  • Tax form production/corrections
  • Maintenance of ACH and check payments and escheatment processing

Required Skills:

  • Detailed working knowledge of Excel, Access and MS Office Suite tools
  • Understanding of applications and technology that support operation functions including 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

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Enterprise Overview:

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.

LOB Description:

The Retirement Onboarding and Operations teams within Wealth Management Operations provide onboarding, plan maintenance and operational support for Institutional and Personal Retirement clients for product lines offered through Retirement & Personal Wealth Solutions (RPWS). The Payment Operations Analyst is part of the Employee Benefit Trust (EBT) Disbursements 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. The functions within this role typically have exposure, regulatory risk and client impact. The analyst will be responsible for ensuring daily processing tasks are completed timely and accurately and providing support to front office personnel and clients to resolve day to day issues. The analyst will also be contributing to the development and implementation of procedures to enhance productivity, efficiency and ensure risk controls are adhered to. This role is also responsible for participating in initiatives, identifying process enhancements and developing relationships with peers and partners.

Detailed processing responsibilities include:

  • Conversion payment data
  • Execution and maintenance of client indicative payment files
  • Reconciliation of bank accounts including payment and tax withholding
  • Tax form production/corrections
  • Maintenance of ACH and check payments and escheatment processing

Required Skills:

  • Detailed working knowledge of Excel, Access and MS Office Suite tools
  • Understanding of applications and technology that support operation functions including 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

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21073436

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Dawn Peterson

Referral Bonus:

0

Street Address

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