Financial Analyst (Level I)
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Job Description
Job Title: Ops Analyst Wealth Management Operations
Location: Pennington, NJ (3 days onsite / 2 days WFH)
Duration: 8-month contract
Pay Rate: $25.92/hr W2
Job Description (Responsibilities):
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Review, reconcile, and process trade correction requests and related account activity
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Research and resolve trade errors and discrepancies in line with established procedures
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Submit market orders based on approved instructions and guidelines
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Manage transaction settlement and allocation of associated P&L after account corrections
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Respond to internal and external inquiries via email, phone, and workflow tools
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Escalate complex issues and exceptions to leaders...