More jobs:
Operations Analyst; Trust Disbursements
Job in
Pennington, Mercer County, New Jersey, 08534, USA
Listed on 2026-06-10
Listing for:
Veterans Sourcing Group
Contract
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
Risk Manager/Analyst, Financial Analyst, Regulatory Compliance Specialist, Financial Compliance -
Business
Risk Manager/Analyst, Financial Analyst, Regulatory Compliance Specialist, Financial Compliance
Job Description & How to Apply Below
Location: Pennington, NJ
Duration: 12 Months Contract (Potential Contract-to-Hire)
Pay Rate: $42/hr W2
Schedule: Hybrid (Minimum 3 days onsite/week; additional onsite days may be required during training)
- Process complex retirement and pension-related transactions, including disbursements, money movement, account maintenance, and participant updates.
- Support reconciliation, settlement, tax reporting, trade processing, and transfer activities while ensuring accuracy and compliance.
- Investigate and resolve transaction discrepancies, payment issues, and operational exceptions.
- Collaborate with internal business partners and external clients to deliver timely and accurate service.
- Assist with process improvements, operational controls, and training of less experienced team members.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Self-motivated, detail-oriented, and able to work independently in a fast-paced environment.
- Excellent written and verbal communication skills with strong client management abilities.
- Proven problem-solving skills and ability to provide solutions for complex operational issues.
- Proficiency in Microsoft Excel and Word.
- Ability to adapt quickly to changing priorities and business needs.
- Advanced Microsoft Excel and Word skills.
- Experience with Employee Benefit Trusts, pension administration, retirement services, or financial operations.
- Background in transaction processing, reconciliation, settlements, payroll, benefits administration, or banking operations.
Note: Candidates must be authorized to work in the U.S. and not require sponsorship now or in the future.
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