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Transaction Specialist Confidential Employer Location: Tampa Bay Area, FL Job Type: Full-Time | In ... Maintain the highest level of accuracy, confidentiality, and customer service. What We're Looking ...

Transaction Services Analyst/Specialist The ideal candidate would be able to attend a nearby office, but this role is flexible and can be fully remote. As a Transaction Services Analyst/Specialist ...

Position Overview The Transaction Review Specialist (TRS) will be a member of the Transaction Services team. The TRS Specialist will be primarily responsible for ensuring every approved consumer ...

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Transaction Services Specialist information

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$75K

$152.3K

$226.5K

How much do transaction services specialist jobs pay per year?

As of Aug 8, 2026, the average yearly pay for transaction services specialist in the United States is $152,336.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,000.00 and $177,000.00 per year, depending on experience, location, and employer.

What is a transaction services specialist?

Transaction Services Specialists are professionals who handle and process a wide range of financial transactions for businesses or financial institutions. Their responsibilities typically include verifying transaction accuracy, ensuring compliance with regulations, resolving discrepancies, and maintaining detailed records. They often work with electronic payment systems, wire transfers, and other financial instruments. Strong attention to detail, analytical skills, and knowledge of financial procedures are essential for this role.

What are some common challenges transaction services specialists face when handling high-volume transactions, and how can they be managed?

Transaction Services Specialists often encounter challenges such as maintaining accuracy under tight deadlines, managing large volumes of data, and ensuring compliance with regulatory standards. To address these challenges, specialists typically rely on robust organizational skills, attention to detail, and the use of advanced transaction processing systems. Regular communication with team members and ongoing training in compliance procedures also help manage the workload effectively and minimize errors.

What are the key skills and qualifications needed to thrive as a transaction services specialist?

To thrive as a Transaction Services Specialist, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a relevant degree. Familiarity with financial software, transaction management systems, and sometimes certifications like CFA or CPA are typically required. Excellent communication, customer service orientation, and the ability to work well under pressure help professionals excel in this client-facing and deadline-driven environment. These skills are crucial for ensuring accurate transaction processing, minimizing errors, and maintaining client trust in financial operations.

What is the difference between Transaction Services Specialist vs Due Diligence Analyst?

AspectTransaction Services SpecialistDue Diligence Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; CPA or CFA preferredBachelor's or master's in finance, accounting, or economics; certifications like CFA advantageous
Work EnvironmentFinancial advisory firms, investment banks, consulting firmsInvestment firms, private equity, consulting firms
Employer & Industry UsageUsed in M&A, restructuring, and financial advisory contextsUsed in due diligence processes for mergers, acquisitions, and investments

Both roles involve financial analysis and require similar credentials, but Transaction Services Specialists focus on supporting M&A transactions and financial due diligence, while Due Diligence Analysts primarily conduct detailed investigations into target companies' financial health. Understanding these distinctions helps candidates align their skills with the right role in the finance industry.

More about Transaction Services Specialist jobs
Infographic showing various Transaction Services Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $152,336 per year, or $73.2 per hour.

Transaction Services Specialist / Data Entry / Payment Poster

Aladdin Companies

Sioux Falls, SD

$16.50 - $20.25/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago


Job description

Transaction Services Specialist

Are you a detailed person who thrives from multi-tasking? Then we want you to join our team! Aladdin Financial is a fun, fast-paced and rewarding company that provides capital solutions in the transportation industry where customers always come first.

As a Transaction Services Specialist, you will play a key role in the organization and efficiency of the company’s Transaction Team. If you enjoy the challenge of multi-tasking and troubleshooting, this just may be the place you have been searching for.

Your day-to-day:

  • Factoring Operations
    • Payment Posting in multiple software systems, from Wire, ACH and physical checks
    • End of Day processes and balancing, working with multiple bank accounts and software systems
    • Billing in multiple software systems and web portals
    • Transaction processing
    • Boarding, Auditing and Closing Client Files
    • Filing UCC Lien & UCC Audits
    • Filing 8821 tax forms
    • Special Projects as assigned
  • General Office Operations
    • Answer general phone lines and route calls.
    • Greet visitors when they arrive and general clerical work

What we look for:

  • Proficient multi-tasker
  • Impeccable organizational skills with emphasis on attention to detail
  • Proficient in Word, Excel, and Outlook
  • Excellent communication skills
  • Ability to learn quickly and adapt
  • Ability to identify processes and improve them

Culture

Aladdin Financial has a casual and fun atmosphere. We believe that the team’s success provides unmatched opportunities for everyone. We strive to help every employee meet and exceed their own personal and professional goals. Your success is our success and will be celebrated!

Our Benefits:

Aladdin Financial provides a competitive and comprehensive compensation package for our full-time employees. Our benefits include:

  • Company sponsored Health, Dental & Vision Benefits
  • 401(k) with Company Matching
  • Paid Time Off, 6 paid holidays
  • No Weekends or Evening Shifts! Hours are M-F 8am-5pm, Full Time and Part Time

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