Manager Process Improvement leading team to deliver advanced analytics insights for payment integrity at Elevance Health. Responsible for team development, performance management, and high - quality analytics delivery.
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Onsite Senior Analyst – Wealth Institutional Administration and Operations
Posted 3 hours ago
About the role
- Senior Analyst managing complex financial accounts at Truist. Ensuring operational excellence while coordinating cash processing and account management duties.
Responsibilities
- Responsible for the day-to-day operations of the more complex book of business including Custody, Defined Benefit, Foundations & Endowments, Funeral & Cemetery account types
- Daily review of cash balances, overdrafts, and lockbox activity
- Processes contributions, distributions, pension payments, trade requests, stock donations, charitable gift annuities, fund accounting, and system coding requests
- Aids in the account opening and closing process
- Acts as a liaison between Client Managers, Account Managers, Investment Managers, and clients
- Effectively coordinates all duties on assigned line of business accounts
- Adhere to internal controls and procedures
- Continually explore all opportunities to gain efficiencies through standardization and automation
- Actively participate in training new teammates
- Demonstrates ability to manage complex accounts and deal with situations that require sound judgement
- Provide assistance to team members with researching and resolving account issues
- Coordinate and provide quality control reviews for teammates
- Participate in internal and external audit inquiries as required
- Coordinate cash needs for CIF accounts with internal and vendor partners
- Produce and validate fund accounting statements
Requirements
- Bachelor’s degree in business or related field or equivalent work experience
- Minimum of five years of philanthropic work or similar experience
- Strong problem-solving skills and keen attention to detail
- Ability to work under pressure and meet critical deadlines
- Ability to process detailed work and work independently
- Proficient knowledge of Microsoft Office software products and various fund accounting systems
- Working knowledge of internal software applications (preferred)
- Minimum of five years of experience working with trust and/or not-for-profits (preferred)
- Strong communication, interpersonal and organization skills (preferred)
Benefits
- medical, dental, vision, life insurance
- disability, accidental death and dismemberment
- tax-preferred savings accounts
- 401k plan
- no less than 10 days of vacation
- 10 sick days
- paid holidays
- eligibility for defined benefit pension plan, restricted stock units, and/or deferred compensation plan
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
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