Disbursements Specialist

Madison Trust Company specializes in Self-Directed IRA Accounts. The Disbursements Department is responsible for reviewing and processing client transaction requests and outgoing funds while ensuring transactions are handled accurately and in accordance with company procedures and regulatory requirements. Salary: $50,000–$53,000 annually Benefits: 401(k), health insurance, and gym discount Schedule: Full-time, hybrid Location : Montvale, New Jersey Position Summary Madison Trust Company is seeking a detail-oriented and customer-focused Disbursements Specialist to join our Disbursements Team. This role is responsible for reviewing and processing client transaction requests, ensuring all documentation meets company, operational, and regulatory requirements. The ideal candidate will possess strong organizational skills, excellent attention to detail, and the ability to provide exceptional client support while managing multiple priorities in a fast-paced environment. Key Responsibilities Review client transaction requests and supporting documentation for completeness, accuracy, and compliance with internal procedures and regulatory requirements. Communicate with clients via phone and email to provide updates, answer questions, and resolve issues related to transaction requests. Collaborate with internal departments to facilitate efficient processing and resolution of client inquiries. Prioritize and manage a high volume of requests while meeting deadlines and maintaining attention to detail. Ensure all work is conducted in accordance with company policies, compliance standards, and established service level expectations. Identify process improvement opportunities and contribute to enhancing operational efficiency. Support additional operational and administrative tasks as assigned. Qualifications Bachelor's degree in finance, business, or a related field required. Strong attention to detail with the ability to manage multiple tasks in a deadline-driven environment. Clear and professional written and verbal communication skills. Proficiency with Microsoft Office Suite and the ability to learn company-specific systems quickly. Core Competencies Customer-focused approach to client support. Ability to manage multiple priorities in a fast-paced environment. Commitment to compliance and established procedures. Effective collaboration and problem-solving skills. This job description is intended to describe the general nature and level of work performed. It is not an exhaustive list of all responsibilities, duties, and skills required. Duties and expectations may change at any time with or without notice at the discretion of management. #J-18808-Ljbffr