Operations Associate (Financial Services)

Location: Hybrid in Wakefield, Massachusetts or Troy, Michigan 1–2 days per week, or remote within the United States.

Salary: $48,000 annually; compensation is calibrated to geographic location and may vary based on where you live.

Company

hirify.global is a U.S. employee benefits and financial services firm serving nearly 5,000 clients with retirement plans, health insurance, reimbursement accounts, and financial planning solutions.

What you will do

• Monitor, process, and reconcile payroll files for retirement plans through recordkeeping systems.
• Initiate funding requests, including ACH transactions, reconcile deposits, and generate and review payroll reports.
• Process and post payroll contributions, rollover transactions, and loan payoff transactions.
• Perform cash reconciliations for custodial partners and respond to internal and external inquiries about transactions.
• Conduct quality control reviews, investigate discrepancies, and escalate issues requiring additional support.
• Contribute to process improvement, testing, documentation, and special projects.

Requirements

• Entry-level experience with an interest in financial services and retirement plan operations.
• Strong attention to detail, accuracy, organization, and deadline management.
• Problem-solving, operational thinking, initiative, and the ability to manage competing priorities.
• Strong verbal and written communication skills and the ability to work effectively in a collaborative environment.
• Proficiency in Microsoft Office and the ability to quickly learn CRMs, recordkeeping platforms, and other systems.
• Ability to work in the stated hybrid locations or remotely within the United States.

Nice to have

• Completed or in-progress ASPPA RPF modules.

Culture & Benefits

• PTO, vacation, sick, and personal time bank; FTO becomes available after two years of service.
• 12 paid holidays, two community volunteer days, and five summer half days.
• Medical, dental, vision, life, short-term disability, and long-term disability insurance.
• Retirement plan with a 4% employer match.
• Parental leave and an inclusive, equal-opportunity workplace.