Truity Partners
Transactions Specialist
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 5pm Monday through Friday. Please apply for immediate consideration.
Base Pay Range $24.00/hr - $30.00/hr
Employment Type Temporary (temp to hire)
Seniority Level Associate
Job Function Finance and Administrative
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.
Benefits Medical insurance
Referrals increase your chances of interviewing at Truity Partners by 2x
#J-18808-Ljbffr
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 5pm Monday through Friday. Please apply for immediate consideration.
Base Pay Range $24.00/hr - $30.00/hr
Employment Type Temporary (temp to hire)
Seniority Level Associate
Job Function Finance and Administrative
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.
Benefits Medical insurance
Referrals increase your chances of interviewing at Truity Partners by 2x
#J-18808-Ljbffr