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Financial Analyst (Level I)

Company

Veterans Sourcing Group

Location

Pennington, New Jersey, United States

Type

Full-time

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):





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




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




  • Submit market orders based on approved instructions and guidelines




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




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




  • Escalate complex issues and exceptions to leaders...

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