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Pension Payments Processing

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Phaxis LLC
πŸ“ New York County, New York, United States
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Location New York County, New York
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Posted May 16, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Day-to-Day Responsibilities


  • 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...

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πŸ“ Location Details

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City
New York County, New York
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Country
United States
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Commute
Local Area

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