Transaction Management Analyst

Job Title :

Transaction Management Analyst

Location : Maryland - Remote

What you'll do :

As a Transaction Management Analyst, you'll be responsible for account onboarding including setting up accounts, KYC, tax, etc. Socialize administrative details and setup items with internal Trust employees. You'll work with clients on issues related to account onboarding into the Trust Company, making sure clients have a positive view of the Trust Company as it relates to account onboarding and overall transaction setup.

• Responsible for ensuring the account opening process is documented. Test the account opening process and procedures for sufficiency. Perform steps to open accounts including KYC onboarding, EDD if needed, and GWES setup.
• Ensure governing documents adhere to the document standards, escalating the process if it doesn't adhere. Outline reasons / consequences of not adhering to document standards. Provide support on documenting all technology workflows with Tech team.
• Assist in billing implementation and policy, working with Western Alliance Bank accounting to ensure revenues are accurately accounted for our deals. Provide support on Tax for clients.

What you'll need :

Benefits you’ll love :

We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!