Phaxis

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Operations Analyst

Woodbridge, NJ 07095

Posted: 04/01/2025 Employment Type: Direct Placement Job Number: 25204633 Pay Rate: 70000-75000 USD/Year

Job Description

Join the Finance Department of this leading investment management firm as a dedicated Fee Operations Analyst in their Woodbridge, NJ office. This candidate will assist in managing the fee lifecycle for client accounts. This role involves collaborating with a specialized team to oversee all stages of the fee lifecycle, from initial implementation to ongoing maintenance and account closure. This position offers a unique opportunity to build a successful career at a prestigious firm, reporting directly to the department manager.

Primary Responsibilities:

Operate efficiently in a fast-paced environment to meet deadlines and understand the firm's complex and customized fee structures, systems, and applications.
Research, analyze, and implement fee structures for new client accounts.
Execute fee-related changes for all existing accounts
Process account closure requests, including the calculation and finalization of fees.
Implement non-standard fees as approved by senior management.
Maintain accurate client account documentation using the firm's electronic storage system.
Collaborate with Client Advisory on fee analyses, complex fee issues, and overall client requirements.
Test periodic software upgrades to ensure system functionality remains intact.
Assist with projects aimed at improving data accuracy, process efficiency, and user experience.
Demonstrate flexibility and willingness to work overtime based on workload and project deadlines.

Qualifications:

Bachelor's Degree required.
Minimum of 1+ years of corporate experience.
Basic understanding of Trusts, investments, and Asset Classes preferred.
Proficiency in Microsoft Office Excel is required.
Experience with FIS Global Plus, Appway, and PL/SQL is helpful.
Excellent verbal and written communication skills, with the ability to convey information clearly and concisely.
Strong organizational skills, with the ability to prioritize multiple tasks and adapt to evolving policies efficiently.
Detail-oriented, innovative thinker, and self-starter.
Research and analytical skills.


This role is ideal for a detail oriented, innovative individual eager to contribute to a dynamic team and grow within a leading firm.

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David Glickman

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About Woodbridge, NJ

Ready to embark on a fulfilling career journey in Woodbridge, New Jersey? This vibrant area nestled in Middlesex County is brimming with job opportunities and endless possibilities for professional growth. From the picturesque landscapes of Merrill Park to the bustling atmosphere of Woodbridge Center Mall, there's something for everyone in this thriving community. Take a stroll through the artsy Downtown Woodbridge and catch a show at the historic State Theatre. Indulge in a delicious slice of Woodbridge's famous pizza or explore the diverse culinary scene that lines Main Street. Join our team and discover why Woodbridge is not just a place to work, but a place to thrive. Explore our job listings today and kickstart your career in this charming and bustling region!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison