Trade Operations Associate

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

📋 Description

• Review all data for precision and identify discrepancies, escalating issues to ensure customer accounts are accurate and compliant.

• Consistently achieve timely processing of contributions, meeting deadlines and ensuring that customers' contributions are applied correctly without delays.

• Proactively spot discrepancies and rectify errors, ensuring high-quality and consistent data for reporting and operational needs.

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

• Attain proficiency in the company's operational processes, becoming a reliable point of contact for daily support and providing insights on process enhancements.

• Aid in the successful completion of key projects by timely contributing to tasks, supporting project leads, and maintaining high standards of quality in deliverables.

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

⛳️ Requirements

• Excellent attention to detail.

• Strong organizational skills.

• Effective communication skills, both verbal and written.

• Ability to work efficiently in a fast-paced environment.

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

• Strong numerical aptitude.

• Time management skills to effectively prioritize tasks.

• Basic problem-solving skills.

• Interest in research and continuous learning.

• Willingness to identify and propose improvements to processes.

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

• Bachelor's Degree.

• Basic skills in reconciliation.

🏝️ Benefits

• A fantastic 401(k) plan: Our own! It includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees.

• Top-tier health plans, in addition to dental and vision insurance.

• Competitive time off and parental leave policies.

• Additional Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and promote your financial wellness.

• Lyra: Enhanced Mental Health Support for employees and their dependents.

• Carrot: Benefits for fertility healthcare and family formation.

• Candidly: A resource for student loans 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 experiences, from virtual social events to team offsites, fostering collaboration and camaraderie.