Financial Transaction Specialist

4 weeks ago


Irvine, California, United States iTrustCapital Full time
Key Responsibilities
  • Process client transactions accurately and expeditiously, ensuring seamless execution of financial workflows.
  • Monitor transaction workflows, identifying areas for improvement and implementing efficient solutions.
  • Collaborate with finops, client services, and finance teams to troubleshoot transaction issues and provide exceptional client experiences.
  • Manage high-volume workloads, prioritizing tasks to meet deadlines and deliver results.
  • Responsible for adhering to internal guidelines and contributing to ad-hoc projects that drive business growth.


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