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Adjustments Analyst
Location
United States
Posted
26 days ago
Salary
$28 - $29 / hour
Seniority
Mid Level
Job Description
Adjustments Analyst
Human Interest
• Review and reconcile 401(k) related customer and account data. • Process customer transactions including but not limited to contributions and distributions. • Become an expert at operational processes and a source of knowledge for internal stakeholders. • Build process and policy documentation. • Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs. • Complete assignments within SLA and adhere to high-quality standards. • Trace transaction information through the recordkeeping lifecycle to identify root cause. • Problem-solve and propose solutions.
Job Requirements
- Bachelor’s degree OR equivalent experience preferred.
- Meticulous attention to detail.
- Capacity to organize and meet performance goals.
- Effective communication skills, both written and verbal.
- Advanced Excel skills.
- Ability to perform at high efficiency in a fast-paced environment.
- Strong sense of task ownership.
- Determination to overcome challenges.
- Ability to identify and communicate process improvements.
- Desire to actively participate on a highly engaged team.
- 2+ years’ experience within operations of 401(k) or banking preferred.
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: 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 social events to team offsites, promoting collaboration and camaraderie.
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