Benefits Processing Associate (Fintech)

TL;DR

Benefits Processing Associate (Fintech): Managing participant distributions from 401(k) accounts in a high-growth environment with an accent on data accuracy, compliance, and system integrity. Focus on troubleshooting distribution issues, optimizing operational workflows, and ensuring timely execution of financial transactions.

Location: Must be based in the United States

Salary: $20.67 - $24.32 per hour

Company

A high-growth fintech company dedicated to making retirement savings accessible and affordable for small and medium-sized businesses.

What you will do

• Review data for accuracy and escalate discrepancies to maintain compliant customer accounts.
• Process participant distributions promptly to meet strict deadlines.
• Identify and resolve data discrepancies to ensure high-quality reporting.
• Facilitate cross-team communication to resolve customer inquiries efficiently.
• Contribute to process improvements and workflow optimization.
• Support key projects by delivering tasks on time and maintaining quality standards.

Requirements

• Must be based in the United States
• 1-2 years of experience in Accounting or 401(k) Recordkeeping preferred
• Strong attention to detail and organizational skills
• Aptitude for working with numbers and basic problem-solving
• Ability to work efficiently in a fast-paced environment
• Clear verbal and written communication skills

Nice to have

• Bachelor's Degree
• Basic reconciliation skills

Culture & Benefits

• 401(k) plan with 4% employer match and $0 plan fees
• Comprehensive health, dental, and vision insurance
• Competitive time off and parental leave
• Monthly work-from-home and quarterly lifestyle stipends
• Enhanced mental health support via Lyra and fertility benefits via Carrot
• Access to financial wellness tools and student loan resources