Operations Specialist (Level III)

Operations Analyst

Work Location: 1300 Merrill Lynch Drive, Pennington, NJ 08534

Pay Rate: $22.29/hour W2 (paid weekly)

Duration: 8 months (potential to convert to FTE)

Benefits: Health, Vision, and Dental

Start Date: October 26, 2026

Job Description: The Operations Analyst is responsible for performing standard transaction and fulfillment processing, including the movement of assets into and out of client accounts. This role supports daily operational activities such as transaction processing, reconciliation, mail handling, and client service while ensuring accuracy and adherence to established procedures.

The Operations Analyst will provide operational support to internal business partners and external clients, respond to routine inquiries, conduct basic research, and identify and escalate potential risks or complex issues to leadership.

The ideal candidate is detail-oriented, accountable, analytical, and able to work independently while maintaining a professional presence and delivering high-quality service in a fast-paced operational environment. Key Responsibilities:

• Perform standard transaction processing and reconciliation in accordance with established guidelines, procedures, and controls.
• Process and support the movement of assets into and out of client accounts.
• Respond to client and business partner inquiries through multiple communication channels while maintaining a high level of professionalism and service.
• Conduct basic research, follow-up, and resolution of routine operational requests.
• Review daily activities to identify potential issues, discrepancies, or operational risks and escalate concerns appropriately.
• Provide general operational support, including mail sorting, deposit processing, and mail distribution.
• Maintain accurate records and ensure requests are completed fully and within established timelines.
• Work independently with minimal supervision while knowing when to seek guidance or escalate complex issues.
• Communicate professionally through email and other business communication channels.
• Support team priorities and contribute to overall operational efficiency and quality.

Requires Skills and Qualifications:

• Strong attention to detail with a consistent focus on accuracy and quality.
• Excellent written communication skills and professional email etiquette.
• Strong sense of accountability and ownership, ensuring requests are completed accurately and in their entirety.
• Analytical and critical-thinking skills with the ability to assess situations and make timely decisions.
• Ability to work independently with minimal supervision and guidance.
• Strong research skills with the ability to navigate systems and locate information efficiently.
• Ability to identify potential operational risks and escalate concerns appropriately.
• Strong organizational and time-management skills.
• Professional presence and ability to interact effectively with clients, business partners, and team members.
• Proficiency with Microsoft Office Suite, particularly Outlook and Word.

Tailored Management Services