Transaction Specialist Job at Truity Partners, Waukesha, WI

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  • 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, Monday to Friday,

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