Treasury Operations Specialist

4 days ago


Jersey City, New Jersey, United States Fidelity TalentSource LLC Full time
Job Description:

We are seeking a highly skilled Treasury Operations Specialist to join our team in the Cash Management Services division. As a key member of our team, you will be responsible for supporting timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines.

  • Review incoming wire payment exceptions to identify the credit party and post/return accordingly
  • Reconcile the department's suspense accounts, including identifying, researching and resolving any breaks
  • Review incoming retirement account wire receipts and code with the appropriate tax reporting mnemonic
  • Deliver exceptional service to our clients by processing their requests in an accurate and timely manner
  • Identify opportunities to improve key efficiencies within money movement to enhance quality and scalability of our workflows
The Expertise and Skills You Bring:
  • 3-5 years of treasury operations and transaction servicing experience
  • Suspense account reconciliation experience
  • Knowledge of electronic payments processing (Fed Wire, SWIFT, ACH)
  • Strong written, verbal and interpersonal communication skills
  • Strong time management skills
  • Highly flexible and adaptable to fast-paced environments, willing to assist in other areas as needed
  • Ability to work independently and collaborate with associates
  • Ability to work overtime as needed for business requirements
About Fidelity:

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested.

We invite you to explore our company culture and learn more about our benefits and opportunities at Fidelity Careers.



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