Associate, Custody Operations (Fintech)

TL;DR

Associate, Custody Operations (Fintech): Managing daily processing and monitoring of retirement and savings plans on a financial platform with an accent on trust accounting, trade settlement, and data reconciliation. Focus on resolving complex operational discrepancies, collaborating with internal stakeholders, and ensuring compliance with plan administration standards.

Location: Must be based in or able to commute to King of Prussia, PA (Hybrid)

Salary: $65,000–$70,000

Company

hirify.global is a financial technology company powering the savings economy, providing retirement, education, and healthcare savings solutions for over 350,000 businesses.

What you will do

• Review incoming cash, wires, and checks within the trust accounting system.
• Process daily corrections at both the plan and participant levels.
• Coordinate with sub-custodians to manage trade settlement for mutual funds, stable value funds, and ETFs.
• Identify and resolve discrepancies in cash and share balances.
• Support the creation and maintenance of written operating procedures.
• Audit record-keeping and plan administration components to ensure accuracy.

Requirements

• Undergraduate or graduate degree in Finance or Accounting with a strong academic record.
• Strong aptitude for numbers and experience with cash and traditional securities reconciliations.
• High proficiency in Excel.
• Proactive, analytical mindset with strong problem-solving and organizational skills.
• Must be able to work in a hybrid schedule at the King of Prussia office.

Nice to have

• Experience with CRM and project management tools like Salesforce, Zendesk, or Jira.
• Knowledge of ERISA rules and record-keeping systems like SunGard Relius or ASC.
• Qualified 401(k) Administrator (QKA) or ASPPA credentials.
• Familiarity with custodial platforms such as Matrix or Schwab.

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Competitive 401(k) plan.
• Hybrid work model offering flexibility and collaborative office environments.
• Participation in the Company Bonus Pool and new hire equity.
• Dedicated Employee Wellbeing Committee.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment.
• Virtual or in-person interview panel.
• Reference check with a current or former manager and a peer.