Operations Specialist

Veterans Sourcing Group

  • Weehawken, NJ
  • 3 days ago

    Highlights

    Experience in operations, financial services, account servicing, transaction processing, case management, workplace benefits, equity plans, or related support function preferred. • Familiarity with stock benefit plans, equity compensation, participant account servicing, financial transactions, controls, or regulated financial-services environments.

    Numbers & Facts

    LocationWeehawken, NJ

    Description

    Operations Specialist
    Weehawken, NJ 
    12 months+


    About the Role
    As an Operations Core Processor, you'll support account servicing, transaction processing, documentation review, case management, and exception resolution. You'll validate required information, manage cases and follow-ups, maintain accurate documentation, and apply established procedures, controls, secure communication standards, and data protection practices.

    What You'll Do
    • Process account-servicing requests, including transfers, ACH/wires, stop checks, updates, tax forms, estate requests, and related workflows.
    • Review requests for accuracy, documentation, and procedural alignment.
    • Monitor cases, exceptions, aging items, and follow-ups to support timely resolution.
    • Document, categorize, route, and resolve operational inquiries using case-management and workflow tools.
    • Maintain accurate records, case notes, and audit-ready documentation to support quality review, controls, and reporting.
    • Apply verification, control, secure communication, and data-protection standards.
    • Identify and escalate complaints, fraud concerns, transaction discrepancies, control gaps, data issues, and unusual activity.
    • Collaborate with operations, service, technology, risk, and other internal partners to resolve exceptions and strengthen workflow execution.
    • Spot recurring issues, process gaps, manual workarounds, reporting needs, and opportunities to improve procedures, tools, and controls.

    Your Expertise
    • 2-3 years of applicable work experience
    • Experience in operations, financial services, account servicing, transaction processing, case management, workplace benefits, equity plans, or related support function preferred.
    • Strong attention to detail, organization, documentation, prioritization, judgment, and follow-through.
    • Ability to manage multiple workflows, follow established procedures, safeguard confidential information, identify risk indicators, and escalate issues appropriately.

    Preferred Qualifications
    • Experience with CRM, case management, workflow, reporting, or operations platforms.
    • Familiarity with stock benefit plans, equity compensation, participant account servicing, financial transactions, controls, or regulated financial-services environments.
    • Background supporting process improvement, quality review, audit support, exception management, or procedure documentation.

    Similar Jobs

    See more jobs