Human Interest

Contribution Trade Operations Associate

Human Interest

full-time

Posted on:

Location Type: Hybrid

Location: Lindon • Utah • United States

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Salary

💰 $21 - $22 per hour

About the role

  • 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.

Requirements

  • 1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
  • 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.
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Accounting401(k) RecordkeepingData accuracyData reportingError correctionProject managementProcess improvement
Soft Skills
Attention to detailOrganizational skillsClear communicationTime managementProblem-solvingTeamworkIndependenceResearch interest