At JP Morgan, we pride ourselves on being a leading trustee and custodian, offering comprehensive Benefit Payment Services. Our team manages pension payments for Defined Benefit, Defined Contribution, and Non-qualified plans, ensuring seamless service for retirees across the US. We are committed to enhancing the participant experience by managing workflows and providing essential tax documentation.
Job Summary
As a Trade Services Analyst in Benefit Payments Proofing Team, you will be instrumental in supporting daily operations by manually running reports & data for payees based on instructions processed by various teams. Reporting to an Associate (Process Manager), you will ensure adherence to risk and control guidelines while maintaining high standards of accuracy. This role requires ensuring proofing activities of cheques and EFTs for benefit payments clients during U.S. hours, necessitating a dedicated night shift schedule.
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Job Responsibilities
- Understand complex products and structures to implement changes.
- Ensure proofing is completed daily, weekly & monthly for DDA account.
- Respond promptly to queries and resolve client issues.
- Meet all relevant deadlines and control requirements.
- Provide accurate and complete MIS reports.
- Assist in training team members on job functions and procedures.
- Process backup tasks and identify improvements in work practices.
- Work independently and proactively identify tasks.
- Participate in function rotation within the group.
- Proofing of various accounts during U.S. hours in a night shift role.
- Maintain high standards of work quality and efficiency.
Required qualifications, capabilities, and skills:
- Graduate with minimum 5 years in International Payment Proofing Operations.
- Demonstrate experience in various aspects of payment reconciliation or proofing.
- Communicate effectively at all levels and be a team player.
- Exhibit excellent written and oral communication skills in English.
- Approach problem-solving proactively and escalate issues appropriately.
- Maintain a strong client focus.
- Possess strong PC and analytical skills.
Preferred qualifications, capabilities, and skills:
- Leverage expertise in MS Access, Excel, PowerPoint, and Word, with Alteryx knowledge as a plus.
- Quickly adapt to new technologies and processes.
- Demonstrate leadership potential, initiative, and strong organizational and multitasking skills.
- Maintain attention to detail and accuracy in all tasks.
- Commit to continuous learning and improvement.
- Promote a collaborative and supportive team environment.
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.