Financial Analyst (Level I)

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):

• Review, reconcile, and process trade correction requests and related account activity

• Research and resolve trade errors and discrepancies in line with established procedures

• Submit market orders based on approved instructions and guidelines

• Manage transaction settlement and allocation of associated P&L after account corrections

• Respond to internal and external inquiries via email, phone, and workflow tools

• Escalate complex issues and exceptions to leadership as required

• Perform moderately complex transaction processing with medium to high monetary risk

• Identify risks and opportunities for process improvement across operational workflows

• Support operational efficiency and deliver high-quality client service

• Assist in training and mentoring junior team members

Required Skills:

• Strong attention to detail and analytical thinking

• Effective written and verbal communication skills

• Problem-solving and research capabilities

• Client and customer service orientation

• Ability to prioritize and manage multiple tasks

• Account management and transaction processing experience