Operations Analyst

Veterans Sourcing Group

  • Pennington, NJ
  • 30+ days ago

    Highlights

    The Employee Benefit Trust Disbursements (EBT) Team facilitates the processing of pension payment disbursements, payee maintenance updates, reconciliation, tax reporting/testing, money movement, and deceased payment recoveries. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.

    Numbers & Facts

    LocationPennington, NJ

    Description

    Operations Analyst
    Locations:
    1st choice = Pennington, NJ ;2nd choice = Jacksonville, FL ;
    Hybrid - minimum of 3 days/week onsite
    Duration of Contract: 12 months**This role is a potential contract to hire and will require resources that do not require sponsorship now or in the future.**

    Target Start Date: ASAP - 3 weeks after acceptance
    Training schedule: may need to be in office more than 3 days for training

    Job Description:
    The Institutional Retirement Payroll, Benefits, and Disbursements Team within WMO is responsible for payroll and benefits processing, money movement, participant-level maintenance and tax reporting support for 401(k) Defined Contribution, Non-Qualified Deferred Compensation (NQDC), Institutional Trust and Custody, Defined Benefit and Health Benefits Solutions (HBS) products.
    The Employee Benefit Trust Disbursements (EBT) Team facilitates the processing of pension payment disbursements, payee maintenance updates, reconciliation, tax reporting/testing, money movement, and deceased payment recoveries. Products supported include Institutional Trust & Custody.
    This Transaction Management Ops Analyst is responsible for complex transaction and fulfillment processing, including the movement of assets into and out of accounts.
    Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures.

    Job expectations include handling operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members.

    This candidate must have excellent communication and client management skills to maintain positive client relations. This candidate must be a self-starter, who is able to work in a fast-paced dynamic environment. They must possess initiative and desire to enhance client satisfaction through timely and accurate implementations for our product.
    Required Skills:
    Highly organized
    Self-starter attitude and demonstrates initiative
    Ability to multi-task and handle multiple projects in a short time period
    Exceptional attention to detail and the ability to hold others accountable without direct supervision
    Flexibility with ability to handle a variety of tasks and projects independently
    Strong written and verbal communication skills; able to influence/challenge and negotiate to keep all parties engaged in the process
    Proven ability to provide comprehensive solutions to complex needs and/or problem
    Ability to prioritize and meets established deadlines
    Proficient Microsoft Excel and Word skills
    Excellent verbal and written communication skills
    Ability to adapt to a changing environment
    Desired Skills:
    Advanced Microsoft Excel and Word skills
    Familiarity with Employee Benefit Trust and/or pension products

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