About the role

  • FinOps Associate working with investments in Workplace Investing Defined Contribution. Completing daily activities and collaborating with teams to support various investment processes.

Responsibilities

  • Complete daily vital activities to support Workplace Investing Defined Contribution product offerings
  • Work within a dynamic team environment and independently to complete daily control activities
  • Understand in detail how and why functions are performed and their relation to the overall service structure
  • Work with internal and external business partners to support team processes
  • Oversee investment level processing for all Defined Contribution investment offerings
  • Support daily reconciliation for plan to fund for all investment products
  • Build and maintain relationships with internal business partners

Requirements

  • Bachelor’s degree or equivalent preferred, preferably in Accounting or Finance
  • Solid understanding of Microsoft Office products (Word, Excel, Outlook)
  • The ability to take initiative and highly motivated to complete tasks as required
  • An eagerness to meet department goals and shifting assignments where needed
  • Financial Services, 401k, Reconciliation, Transaction, Audit, Resolution skills
  • Excellent customer service skills
  • Adopts new technology and process changes in a fast pace environment
  • Independent problem solver with meticulous attention to detail
  • Enjoy solving mysteries through independent analysis of information captured from multiple sources

Benefits

  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development

Job title

Plan Sponsor Operations Reconciliation Representative III

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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