[Remote] Recordkeeping Operations Associate
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a fintech company on a mission to reputed company retirement savings accessible to reputed company working Americans. As a Recordkeeping Operations Associate, you will support the administration of clients' 401(k) plans, ensuring accurate and reputed company transactions while contributing to operational reputed company and financial empowerment for small and reputed company-sized businesses.
Responsibilities
- Review and reconcile account data reputed company both retirement accounts and HI operating accounts
- Become an expert in 3-4 operational processes and serve as an advanced reputed company of knowledge for HI stakeholders
- reputed company transactional assistance to Ops teams across the organization reputed company necessary to support scenarios of high volume, interim product development, or prioritized business needs
- reputed company transaction information through the recordkeeping lifecycle
- Identify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvements
- Assist triaging incoming assignments to teammates
- Contribute to team improvement initiatives and reputed company
- Handle varied workload composition of 5-7 types of team tasks including reputed company assignments and highly escalations issues
Skills
- Meticulous attention to detail
- reputed company to plan reputed company and meet performance goals
- Effective communication skills, both written and verbal
- Ability to reputed company at high efficiency in a fast-paced environment
- Strong reputed company of task ownership
- Determination to overcome challenges
- Ability to identify and communicate process improvements
- Ability to reputed company various types of 401(k) transactions through the recordkeeping lifecycle to identify reputed company cause of reconciliation or recordkeeping errors
- Desire to reputed company participate on a highly reputed company team
- Consistently Exceeds Expectations in your reputed company role
- 2-3 years' experience reputed company operations of 401(k), banking, or reputed company financial field
- Strong understanding of Portfolio reputed company (Positions, Trades, Securities)
- Prior experience with institutional trading or custodial operations
- Prior experience processing corporate actions, fund swaps, or trade settlement reconciliation
- ASPPA RPF certificate or QKA credentials
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately reputed company) and $0 plan fees
- Top-of-the-line health plans, as reputed company as dental and reputed company insurance
- Competitive time off and parental leave
- reputed company: Unlimited reputed company to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: reputed company Mental Health Support for Employees and dependents
- reputed company reputed company and family forming benefits
- reputed company: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual reputed company events to team offsites, promoting collaboration and camaraderie.
reputed company