Transaction Support Job Description
Transaction support
provides support to business operations such as front end, image & data capture, payment services, and/or document/.
Transaction Support Duties & Responsibilities
To write an effective transaction support job description, begin by listing detailed duties, responsibilities and expectations. We have included transaction support job description templates that you can modify and use.
Sample responsibilities for this position include:
Monitors and manages the BAP Workflow system
Inspect P.O.D
A tertiary qualification in a business related degree
Prepare various schedules for reporting purposes related to mergers and acquisitions
Assist with determining proper accounting for mergers and acquisition transactions as needed
Provide other recurring and ad hoc analysis as may be required by management
Five to seven years accounting experience with at least two recent years of technical accounting experience
Knowledge of accounting for M&A transactions including business combinations preferred
Valuation modeling skills preferred
Answering all Clients enquires as experts in their field, ensuring reports are delivered accurately and on a timely basis
Transaction Support Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Transaction Support
List any licenses or certifications required by the position: CPA, CA, ACCA
Education for Transaction Support
Typically a job would require a certain level of education.
Employers hiring for the transaction support job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, Graduate, Economics, Business/Administration, Professional Accounting, Social Sciences, Human Resources, MBA
Skills for Transaction Support
Desired skills for transaction support include:
Capture machines in order to perform image capture
Internal documents to ensure accuracy of document processing
IFRS
Internal documents
Collaborative arrangements
IBM organizations
Lease accounting and revenue recognition accounting literature
EMIR
Highly preferable
Local accounting environment IFRS
Desired experience for transaction support includes:
Understanding of complex and unique processing
Direct liaison with processing team teams to resolve daily operational issues
Client/Fund Manager/Trustee Due Diligence co-ordination including documentation
Provide support and cover for other teams within Transaction Management
Prepare and submit monthly Quality + data
Ensure team keep accurate stats, prepare and analyze trends on a monthly basis
Transaction Support Examples
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Transaction Support Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of transaction support. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for transaction support
- Oversee the team’s daily activity
- Guide team members to provide best customer service
- Escalate issues related to procedures, systems and workflow to Team Leader
- Help Team Leader to enhance team’s capabilities and efficiency
- Support customer service calls to assist customers and Bank employees with product questions and online system troubleshooting
- Responsible for the overall performance of the team's KPIs, metrics
- Define timing, tools and process for collecting updates across the integration team relating to progress on key activities, deliverable completion, issues, decision status
- Support the M&A Transaction Services team in preparation of financial analysis using spreadsheet and data analytical techniques
- Gather and pre-processing of information (financial data, accounting records and financial statements )
- Ensure maintenance of OFAC and sanctioned party databases and pass judgment on potential hits
Qualifications for transaction support
- Excellent interpersonal skills and networking abilities with Clients and internal teams/business partners
- Strong verbal and written communication skills including conducting presentations
- Client service experience within Financial Services, ideally Investor Services
- Proven track record in leading initiatives, managing cross-functional relationships, coaching staff
- Investor & Treasury service operations experience in Custody preferably Transaction Management
- Provide a high level of customer service, consistent
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Transaction Support Job Description
Job Description Example
Our innovative and growing company is looking for a transaction support. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction support
- Maintain a record of the formal decisions of Compliance in relation to OFAC
- Assist in testing and developing software to support compliance
- Suggest and test exceptions and rules to mitigate false positive sanction hits
- Basic understanding of the ISO 8583 message format standard in order to build a strong
- Assist with the review of detailed CLEIT proposals to ensure that the key data in the proposal is accurate so far as Secretariat function can verify and that aspects affecting Secretariat matters are raised and actioned
- Assist the Assistant Company Secretary in executing the Secretariat aspects of special projects Group reorganisations and collaborative projects initiated by Global Tax, Corporate Treasury, Corporate Development, Corporate Finance or other corporate function
- Assist the Assistant Company Secretary in maintaining the Company secretarial work (including the review and approval of statutory accounts) in respect of certain ‘specialist’ companies, including debt issuance companies, various IP holding companies and overseas companies which are tax resident in the UK
- Provide advice, guidance and coaching to Company Secretariat Assistants and any complementary workers joining the team
- Assist the Assistant Company Secretary with the provision of support to the Disclosure Committee including arranging meetings, circulating materials and maintain a log of decisions
- Assist the Assistant Company Secretary with the maintenance of insider lists and business confidential lists
Qualifications for transaction support
- Must be a self-starter with excellent communication skills
- Willing to work in 24/7 rotational shifts and ensure coverage during National Holiday , weekends and odd hours as per the business requirements - Mandatory
- Good knowledge of Windows OS is desirable
- Basic knowledge of Active Directory & Networking protocols
- Meticulous, diligent & an eye for detail
- Certifications like MCP, ITIL v3 would be added advantage
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Transaction Support Job Description
Job Description Example
Our company is searching for experienced candidates for the position of transaction support. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for transaction support
- Support the Assistant Company Secretary with the provision of Board support to ViiV Healthcare Ltd and its subsidiaries
- To provide corporate secretarial support to securities or debt-related renewals, issuances, registrations and certifications
- The set-up and operation of project-specific and ad-hoc insider lists
- Support to the Business in setting up and operating business confidentiality lists
- The release of regulatory announcements and press releases issued through a regulatory news service
- Advising on regulatory and disclosure obligations within the UK
- The preparation and release of overseas regulatory and securities or debt-related filings, including (but not limited to) in the USA and Japan
- Providing advice, guidance and coaching to less senior or experienced Company Secretariat Assistants and complementary workers in the team
- Documenting and maintaining procedures for the various activities of the Special Operations team
- Instructing Back Office for the booking of facilities after closing, in compliance with credit approval
Qualifications for transaction support
- Able to work in a fast paced environment and meet established Service Level Agreements
- Monitor multiple functional email boxes, executing requests submitted and routing incoming correspondence to correct parties
- Contact partners and/or customers to reconcile post booking tax exemption discrepancies
- Monitor @Oncefinance system to clear any applications routed for review
- Assist with managing of Lease Transfer Fallout reports
- Assist with UCC filings, continuations, termination, and research
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Transaction Support Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of transaction support. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for transaction support
- Assist in drafting of SEC reports, including 10-K, 10-Q, 8-K, comment letter responses
- Prepare external audit materials and support relationships with internal and external auditors to provide complete documentation, especially with regard to implementation of new accounting standards
- Preparation of internal financial reports for executive management, monthly variance and financial analysis and internal reports for the Financial Reporting team
- Previous experience in banking or fraud preferred
- Customer services focus and problem solving skills
- Knowledge of SWIFT messaging and/or payments environment is an asset
- To prepare for presentation materials for customers by using power point
- To analyze the target company (mainly MNCs) from the view point of Transaction banking perspective (LC, Supply Chain Finance, cash and FX)
- To assist marketing activities – including attending customer/bank meeting
- To assist internal reporting work – including update weekly pipeline, credentials, and monthly PDCA materials
Qualifications for transaction support
- You will lead or support the financial work-stream on bigger global buy & sell-side M&A projects in close collaboration with the Corporate Mergers & Acquisitions Department
- Lead work-streams of complex financial analyses and valuations
- Lead discussions and comment on Investment-Applications regarding M&A transactions with senior management
- Fully own client relationship to senior management during the engagement
- Lead the coordination of external suppliers assisting in some of the due diligence or valuation activities
- Manage direct staff responsibility of CF A TS consultants and managers
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Transaction Support Job Description
Job Description Example
Our company is growing rapidly and is looking for a transaction support. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for transaction support
- To contribute to achieve revenue/income target through delivering transaction banking products to ECFD, ESFD and GTBD EMEA Office clients through drawing their requirements, delivering solutions to them by structuring schemes and concluding the transactions working with sales team people and RMs
- Reviewing escalated issues for appropriate handling
- Managing the team’s SharePoint site
- Direct the operation of the following unit processes and procedures within a variety of programs
- Direct and monitors the day-to-day operation of the unit
- Recommend and implement changes in procedures
- Develop and maintain individual performance standards and monitor the production tracking system
- Develop workload projections and staffing plans
- Answer employee questions concerning processing requirements
- Interview, screen and select applicants for vacant positions
Qualifications for transaction support
- Strong academic history (degree in Business Administration, Finance or Accounting)
- CPA, ACCA, ACA qualification desired
- Strong experience in M&A deals and exposure to financial due diligence or valuation and Business Plan modeling tasks or Business / Performance / Project Controlling
- Detailed knowledge and understanding of M&A contracts
- Strong multi Project Management and outstanding team leadership skills
- Commitment to travel 80% of your time globally