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):

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

  
  


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

  
  


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  Submit market orders based on approved instructions and guidelines

  
  


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

  
  


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

  
  


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  Escalate complex issues and exceptions to leaders...