Money Out Operations Coordinator (Retirement)

TL;DR

Money Out Operations Coordinator (Retirement): Processing and reconciling financial transactions while providing customer service support for retirement accounts with an accent on accuracy, compliance, and efficient problem resolution. Focus on managing transaction workflows, resolving client inquiries, and maintaining detailed operational records within a hybrid office environment.

Location: Must be based in New York, NY. This is a hybrid-office role requiring 5 days in-office for the first 6 months.

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

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future.

What you will do

• Process and reconcile financial transactions related to retirement operations.
• Provide high-quality customer service by resolving client complaints and inquiries.
• Communicate and coordinate with internal teams to ensure timely issue resolution.
• Monitor accounts and generate reports to verify information accuracy.
• Document and summarize operational data for team review.
• Participate in ongoing professional development and training.

Requirements

• Must be able to work in-office in New York, NY.
• 2 years of post-secondary business-related education or equivalent work experience.
• Strong oral and written communication skills.
• Detail-oriented with solid decision-making and problem-solving abilities.
• Ability to work effectively both independently and within a team.
• Basic knowledge of financial products and services.

Culture & Benefits

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