What are the responsibilities and job description for the Financial Operations Analyst position at Veterans Sourcing Group?
REQUIREMENT DETAILS
Job Title: Wealth Management Operations Specialist
Location: Pennington, NJ – ONSITE
Pay Rate: $23.44/hr on W2
Duration: 6-month contract with possible extension
ASAP start, required to onsite all 5 days no exceptions
Description:
- Needs to have professional presence, respond to emails in a professional manner
- Wealth Management Operations provides end-to-end operational support that drives the client experience for Wealth Management advisory partners and their clients.
- Within WMO, Banking & Personal Retirement Operations provides support for Merrill and Private Bank accounts and transactions.
- The Perform Private Bank Settlement Transactions team supports external and internal bank payoffs, letters of credit, Certificate of Deposit Account Registry Service (CDARS), settlement and break resolution.
Top 3 Skillsets:
1. MS Suite
2. Outlook
3. Word
Job Type: Contract
Pay: $23.44 per hour
Expected hours: 40 per week
Benefits:
- Health insurance
Schedule:
- 8 hour shift
Ability to Commute:
- Pennington, NJ 08534 (Required)
Work Location: In person
Salary : $23
