Transaction Specialist Job at Truity Partners, Waukesha, WI

STZzcFd0b1RLM3V1SGcyRXN5U3N6YzBWNFE9PQ==
  • Truity Partners
  • Waukesha, WI

Job Description

Our rapidly growing financial services client near Pewaukee is seeking a Transactions Specialist to join the team on a temp to hire basis immediately. This role supports day-to-day financial and transaction operations for client accounts, with a strong focus on accuracy, reconciliations, and cash movement. The ideal candidate comes from a banking or financial services environment and is comfortable working with high-volume transactions, controls, and time-sensitive processing. Role is 100% on-site with hours of 8am to 5pm or 8:30am to 5:30pm Monday through Friday. Please apply for immediate consideration.

Responsibilities:

  • Process daily financial transactions including cash postings, client activity, and account-level entries.
  • Perform daily and monthly reconciliations (bank accounts, client accounts, book-to-cash).
  • Monitor and research transaction discrepancies, resolving breaks in a timely manner.
  • Support cash movement, payments, and settlement activities.
  • Maintain strict adherence to internal controls, policies, and compliance standards.
  • Partner with internal teams to ensure accurate financial reporting and data integrity.
  • Assist with month-end close support related to operational accounts.
  • Document procedures and support process improvements within financial operations.

Requirements:

  • Prior experience in banking or financial services operations required.
  • Strong understanding of transaction flows and reconciliations.
  • High attention to detail and accuracy.
  • Comfort working in deadline-driven, process-oriented environment.

Job Tags

Temporary work, Immediate start,

Similar Jobs

Element Care

Interpreter - Mandarin speaking Job at Element Care

Great Life work Balance position with excellent benefits! The Interpreter provides language interpretation services between limited English proficient speaking patients/families and the sites care providers. This is a full or part time position. Hours of operation...

Insight Global

Senior Financial Analyst Job at Insight Global

 ...Description: Assist in the monthly, quarterly, and annual consolidation process for multiple entities. Prepare and review financial statements and ensure compliance with GAAP and internal policies. Perform variance analysis and provide insights on... 

American Logistics Authority

Entry-Level Freight Dispatcher (Remote) - Earn $2,200 to $3,000 Weekly ($114,400-$156,000 Annually) Job at American Logistics Authority

Entry-Level Freight Dispatcher (Remote) Earn $2,200 to $3,000 Weekly ($114,400$156,000 Annually) We are hiring motivated individuals to join our logistics team as Freight Dispatchers. This is a remote position with strong income potential. Candidates must already ...

RSTRmarketing

Entry Level Events Assistant Job at RSTRmarketing

 ...marketing that drives authentic engagement, builds brand loyalty, and delivers measurable results. We are known for our experiential and event-based campaigns, direct and performance-driven outreach, and energetic teams representing brands with passion. We create customized... 

IES Infrastructure

Industrial/Automotive Painter Job at IES Infrastructure

General Job Description: Industrial/Automotive Painter$2,500 Sign-on Bonus1st and 2nd shifts available Are you our next Industrial/Automotive Painter? When it comes to custom steel fabrication Greiner really can do it all. We create unique and challenging...