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Operations Specialist (Level III)

Location: Pennington, NJ
Duration: 9 months

Description:
Benefits Team Operations Analyst is responsible for transaction processing, reconciliation, and resolution of research requests supporting the wealth management business.
These transactions and requests may carry some risk.
Additional responsibilities include providing quality assurance, fulfillment and scanning of documents. Individuals should be familiar with operational processing.
Proactively identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units

1-2 years of work experience
Strong organizational skills
Strong communication skills (verbal and written)
Strong problem-solving and decision-making skills
Detail oriented
Flexibility
Team player
Basic PC and math skills
Bachelors degree preferred or 3+ years of experience in Financial Services is preferred

As an equal opportunity employer, ICONMA prides itself on creating an employment environment that supports and encourages the abilities of all persons regardless of race, color, gender, age, sexual orientation, citizenship, or disability.

 

Last updated on Oct 30, 2023

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