Talent Software Services

Job Description: Benefits Team Operations Analyst is responsible for transaction processing, reconciliation, and resolution of research requests supporting the wealth management business.. 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. Bachelor's degree preferred or 3+ years of experience in Financial Services is preferred

operations specialist

Job 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 •Bachelor's degree preferred or 3+ years of experience in Financial Services is preferred

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