Operations Associate

Overview

Role involves supporting operational workflows and improving processes for client servicing.

Ideal candidate should have experience with 401(k) rules and strong technical skills in data tools.

This role is open to candidates in CO, FL, MA, ME, NC, TX, and UT

Locations

• United States, North Carolina
• United States, Colorado
• United States, Massachusetts
• United States, Maine
• United States, Texas
• United States, Florida
• United States, Utah

Requirements

• Experience with 401(k) rules
• Technical proficiency in Excel, G-suite, SQL, and Salesforce
• Client-facing experience required

Responsibilities

• Develop scalable processes
• Collaborate with teams
• Investigate client issues
• Maintain tools and SOPs
• Contribute to projects
• Enhance plan compliance
• Provide internal support
• Take on additional responsibilities

Benefits

• Health insurance
• Paid parental leave
• Flexible time off
• 401(k) plan
• Sabbatical after 5 years
• Learning stipend