Transaction Analyst

Responsibilities

• Review and process account requests, including preparing system directions to execute transactions such as wire and check requests while ensuring all account actions comply with department procedures.
• Participate in the collection, tracking, and timely disbursement of trust assets.
• Receive and record incoming assets, ensuring deposits are completed promptly and accurately.
• Communicate with clients regarding specific account information, upcoming deliverable dates, distributions, events, notices, and generate client statements.
• Organize the account set‑up process, update appropriate spreadsheets and ticklers.
• Manage the billing and collection of client fees.
• Monitor ticklers and collect required items from our clients.
• Complete reconciliations in a timely and accurate manner.
• Review work product to ensure accuracy, professionalism, and meet all transactional deadlines.
• Provide effective support to team members as requested.
• Understand and adhere to the company’s risk and applicable regulatory standards, policies, and controls in accordance with the company’s risk appetite, and identify risk‑related issues needing escalation to management.

• College degree preferred.
• Excellent communication, organizational, multitasking, and problem‑solving skills.
• Strong attention to detail and analytical abilities.
• Previous experience in the corporate trust industry is a plus.
• Ability to work independently and collaboratively as part of a team.
• Strong work ethic and commitment to execute transactions under tight deadlines.

• Employees are eligible for success‑sharing bonuses or commission plans based on role and individual performance.
• Competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
• Hybrid or remote work schedules available in alignment with local regulations.

Location:

4250 Lancaster Pike, Wilmington, DE, 19805, US (Hybrid)