Financial Analyst (Level I)

Job Title: Ops Analyst Wealth Management OperationsLocation: Pennington, NJ (3 days onsite / 2 days WFH)Duration: 8-month contractPay Rate: $25.92/hr W2Job Description (Responsibilities):Review, reconcile, and process trade correction requests and related account activityResearch and resolve trade errors and discrepancies in line with established proceduresSubmit market orders based on approved instructions and guidelinesManage transaction settlement and allocation of associated P&L after account correctionsRespond to internal and external inquiries via email, phone, and workflow toolsEscalate complex issues and exceptions to leadership as requiredPerform moderately complex transaction processing with medium to high monetary riskIdentify risks and opportunities for process improvement across operational workflowsSupport operational efficiency and deliver high-quality client serviceAssist in training and mentoring junior team membersRequired Skills:Strong attention to detail and analytical thinkingEffective written and verbal communication skillsProblem-solving and research capabilitiesClient and customer service orientationAbility to prioritize and manage multiple tasksAccount management and transaction processing experience