Trade Operations Associate

Role Overview

• Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts.
• Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays.
• Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes.
• Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency.
• Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes.
• Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables.
• This position's duties and assignments are subject to modification based on organizational needs.

Requirements

• Strong attention to detail
• Good organizational skills
• Clear communication skills, both verbal and written
• Ability to work efficiently in a fast-paced environment
• Comfortable working both independently and as part of a team
• Strong aptitude for working with numbers
• Time management skills to prioritize tasks effectively
• Basic problem-solving abilities
• Interest in research and learning
• Willingness to identify and suggest process improvements
• 1-2 years of experience in Accounting or 401(k) Recordkeeping
• Bachelor's Degree
• Basic reconciliation skills

Benefits

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Competitive time off and parental leave
• Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
• Lyra: Enhanced Mental Health Support for Employees and dependents
• Carrot: Fertility healthcare and family forming benefits
• Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.