Securities Operations Specialist supporting Wealth and Investment Management Operations through metrics and capacity planning. Responsible for business analysis and optimizing operational performance in a financial context.
About the role
- Retirement Operations Associate at Gusto ensuring accurate operations and compliance across systems. Collaborating with internal teams to streamline workflows while maintaining service quality.
Responsibilities
- Identify, investigate, and correct operational or data errors while mitigating downstream impact.
- Document and improve internal processes to drive efficiency and consistency as we scale
- Partner cross-functionally with internal teams to resolve issues and ensure smooth operations.
- Leverage AI to maintain and update standard operating procedures (SOPs) and internal knowledge tools.
- Support CX initiatives such as audits, reconciliations, and data integrity reviews.
- Analyze patterns in data errors or escalations to recommend process improvements.
- Use tools like Salesforce, SQL, and Google Workspace to pull, validate, and update data.
- Provide timely updates and excellent internal customer service to ensure resolution and clarity.
- Take ownership of evolving operational workflows as business needs change.
Requirements
- 3+ years of professional experience in an operations or compliance role in 401(k) plan administration in a high-volume environment.
- Strong attention to detail, organization, and follow-through.
- Skilled in problem-solving and navigating ambiguity; you naturally look for root causes and scalable fixes.
- Experience with Google Workspace (Docs, Sheets, Gmail) or Microsoft Office.
- Familiarity with data tools such as Excel (pivot tables, VLOOKUP), SQL, or Salesforce.
- Proven ability to collaborate across teams and communicate clearly, both written and verbal.
- Comfortable in a metrics-based, fast-paced environment where quality and accuracy matter.
- Self-starter who thrives in a collaborative and continuous-improvement environment.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Tech skills
Location requirements
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