Operations Associate

TL;DR

Operations Associate (Financial Services): Perform entry-level operations for retirement and reimbursement plans such as payroll processing, contribution reconciliation, and distribution handling with an accent on accuracy, multi-tasking, and client service. Focus on monitoring transactions, generating reports, processing participant requests, and assisting internal teams in a fast-paced environment.

Hybrid in Wakefield, MA or Troy, MI (1-2 days per week) preferred. Role can also be remote.

Salary Range: $45,000-$50,000

Company

hirify.global serves nearly 5,000 U.S. clients with retirement plans, group health insurance, reimbursement accounts, and financial planning solutions.

What you will do

• Respond to incoming tickets from other departments and assist with client inquiries.
• Monitor, process, and reconcile contribution files for retirement and reimbursement plans.
• Initiate funding requests (ACH), reconcile deposits, and perform cash reconciliation.
• Process participant contributions, rollovers, loan payments, distributions, and loan requests.
• Generate and review contributions reports, perform QC on data, and follow up on NIGO requests.
• Monitor inboxes, log requests to Sales Logix, and participate in special projects.

Requirements

• Passion for problem solving and operational thinking.
• Interest in financial services industry.
• Ability to work in fast-paced, collaborative environment.
• Detail-oriented with strong multi-tasking and prioritization skills.
• Proficient in Microsoft Office and quick learner for new systems (CRMs, recordkeeping).

Nice to have

• Proven self-starter with excellent communication skills.
• Strong organizational skills and ability to meet deadlines.
• Completed or pursuing ASPPA RPF modules.

Culture & Benefits

• PTO, FTO after 2 years, 12 paid holidays, volunteer days, summer half days.
• Medical, dental, vision, life insurance, LTD/STD.
• Retirement plan with 4% employer match, parental leave.
• Top Place to Work awards, diverse and inclusive team culture.