Contribution Trade Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Review all data for precision, identifying and escalating discrepancies to ensure customer accounts remain accurate and compliant.

• Ensure timely processing of contributions consistently, meeting deadlines and applying customers’ contributions correctly without any delays.

• Actively identify discrepancies and rectify errors, maintaining high-quality and consistent data for reporting and operational needs.

• Facilitate effective communication between teams to swiftly resolve customer inquiries and contribute suggestions for streamlining workflows, enhancing overall operational efficiency.

• Develop a deep understanding of the company's operational processes, becoming a reliable point of contact for daily support and providing insights for process improvement.

• Contribute to the successful completion of key projects by timely task execution, supporting project leads, and maintaining high-quality standards in project deliverables.

• Responsibilities and assignments for this position may be adjusted based on organizational requirements.

⛳️ Requirements

• Excellent attention to detail.

• Strong organizational abilities.

• Effective communication skills, both written and verbal.

• Capability to work efficiently in a dynamic environment.

• Comfortable working autonomously as well as collaboratively within a team.

• Strong numerical aptitude.

• Time management skills to prioritize tasks effectively.

• Basic problem-solving skills.

• Interest in research and continuous learning.

• Willingness to identify and propose process enhancements.

• 1-2 years of experience in Accounting or 401(k) Recordkeeping.

• Bachelor's Degree required.

• Basic reconciliation competencies.

🏝️ Benefits

• A robust 401(k) plan: Our plan offers a dollar-for-dollar employer match up to 4% of compensation (immediately vested) with no plan fees.

• Comprehensive health plans, including dental and vision insurance.

• Competitive time off policy and parental leave.

• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you navigate your equity and support your financial well-being.

• Lyra: Enhanced mental health support for employees and their dependents.

• Carrot: Fertility healthcare and family planning benefits.

• Candidly: Resources for student loan management to assist you and your family in planning, borrowing, and repaying student debt.

• Monthly work-from-home stipend and quarterly lifestyle stipend.

• Engaging team-building activities, including virtual social events and team offsites, to promote collaboration and camaraderie.