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Phaxis LLC | New York County, New York, United States | Posted May 16, 2026
Position Overview
Day-to-Day Responsibilities
- Set up, maintain, and process pension payments efficiently.
- Handle cash processing and exception clearance for impacted entries.
- Reconcile internal books/accounts with transfer agents, custodians, and third-party investment managers.
- Manage cash processing/movements while understanding the associated risks.
- Process financial instructions such as ACH, checks, and wires.
- Work under strict deadlines and service level agreements (SLAs) to meet processing window deadlines.
- Handle exceptions and post transactions on accounting and custody books.
- Respond to client queries in a timely manner.
- Contribute to automation/transformation initiatives when applicable.
Skills Required
- Experience in the Wealth Management/Investment Banking domain.
- Exposure to audits (internal and external) and a stron...