Transaction Services Specialist

Position Overview :

• We are seeking a highly organized and detail-oriented Transaction Services Specialist to join our team.
• In this role, you will be responsible for performing a variety of tasks related to transaction processing, client support, and cross-functional collaboration.
• The ideal candidate will have a strong understanding of financial transactions, ACH processing, tax documentation, and client service, with a commitment to accuracy and efficiency in all tasks.
• This person must possess a self-starter attitude and a desire to achieve a high standard of service.

Key Responsibilities :

Transactions :

Deposits and Withdrawals :

Custodian Alerts :

Tax Forms / 1099 Inquiries :

Cost Basis Updates :

Miscellaneous Action Items :

Cross-Training for Client File Preparation :

Qualifications :

Experience :

Skills :

Other Requirements :

Work Environment :

Benefits :

If you are a highly motivated individual with a passion for financial services and a strong attention to detail, we invite you to apply for the Transaction Services Specialist position.