Money Out Operations Coordinator (Retirement)

TL;DR

Money Out Operations Coordinator (Retirement): Processing and reconciling retirement-related transactions and providing customer support with an accent on data accuracy and operational efficiency. Focus on account monitoring, resolving client inquiries, and coordinating inter-departmental communication to ensure timely transaction completion.

Location: Hybrid (New York, NY). Must report 5 days in-office for at least the first 6 months.

Salary: $42,540 - $53,170 USD

Company

hirify.global is a financial services corporation focused on providing retirement and investment opportunities to help individuals and communities reach a better financial future.

What you will do

• Process and reconcile operational transactions while verifying information accuracy.
• Provide customer service to clients, resolving complaints and questions in an efficient manner.
• Coordinate with internal associates to ensure issues are resolved and communicated to customers promptly.
• Monitor accounts and reports to reconcile information and document status updates for the team.
• Engage in ongoing professional development and training.

Requirements

• 2 years of post-secondary business-related education or equivalent work experience.
• Basic knowledge of financial products.
• Strong oral and written communication skills.
• Solid decision-making and problem-solving skills.
• Must be based in or able to work from the New York, NY office.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) Savings plan with company matching contributions up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• Paid time off including 20 days PTO, nine company holidays, and a Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.