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Pension Payments Processing
Phaxis LLC
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New York County, New York, United States
Location
New York County, New York
Posted
May 16, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Day-to-Day Responsibilities
Skills Required
- Set up, maintain, and process pension payments efficiently.
- Handle cash processing and exception clearance for impacted entries.
- Reconcile internal books/accounts with transfer agents, custodians, and third-party investment managers.
- Manage cash processing/movements while understanding the associated risks.
- Process financial instructions such as ACH, checks, and wires.
- Work under strict deadlines and service level agreements (SLAs) to meet processing window deadlines.
- Handle exceptions and post transactions on accounting and custody books.
- Respond to client queries in a timely manner.
- Contribute to automation/transformation initiatives when applicable.
Skills Required
- Experience in the Wealth Management/Investment Banking domain.
- Exposure to audits (internal and external) and a stron...