FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
About the role
Key responsibilities & impact- HSA Transaction Processing: Process internal bank transfers and wires accurately
- Reconcile depository and intermediary bank accounts
- Facilitate money movements for HSA contributions and distributions
- Facilitate money movements for consumer investment transactions
- Coordinate and facilitate sub-custodian processing for financial institutions
- Manage Contribution Exception processing from partner notification through resolution
- Operational Efficiency: Provide input and support in streamlining processes within the HSA Custodian Operations
- Contribute to the development and maintenance of procedures related to HSA Custodian Operations
- Maintain positive vendor relationships to ensure smooth operational processes
- Data Gathering: Collect and validate data from various internal and external sources to ensure the accuracy and completeness of HSA transactional records
- Perform routine analysis to support key operational functions, including daily account reconciliations, exception management, and the investigation of discrepancies
- Generate and distribute reports to monitor operational metrics, track service level agreements (SLAs), and provide leadership with insights into transaction volumes and trends
- Leverage data to identify opportunities for process automation, risk mitigation, and operational efficiency improvements
- Risk Mitigation and Error Resolution: Identify and escalate potential risks or control gaps in operational processes
- Investigate and resolve transaction discrepancies and errors in a timely manner, documenting the resolution process
- Customer and Partner Support: Respond to consumer and partner inquiries related to HSA Custodian processing such as tax reporting, unclaimed property, and contribution processing within service level agreement while demonstrating best-in-class customer service SLA Support
- Support internal teams and report on external service level agreements
- Proactively identify and embrace opportunities to integrate AI and automation technologies into operational processes
- Completes other projects as assigned
Requirements
What you’ll need- Bachelor’s Degree in business, finance, accounting or related field preferred but not required
- Strong analytical and problem-solving skills with an exceptional commitment to accuracy and detail
- High proficiency with spreadsheet software (e.g., Microsoft Excel, Google Sheets)
- Effective communication skills (both written and verbal) for collaborating with internal teams and external partners
- Excellent organizational and time-management abilities to manage multiple tasks in a fast-paced environment
- A proactive and self-motivated work ethic with the flexibility to adapt to change
- Must successfully pass a background investigation
- Preferred Qualifications: Direct experience with HSA/custodial operations or in a treasury or accounting role
- Strong customer service and interpersonal skills
- Experience with VLOOKUPs, pivot tables, MACROs and AppScripts
- Experience with wire transfer platforms and core banking systems
- Proven ability to adapt to change and take initiative on new projects
- 1-2 years of experience working in the Financial Services industry
Benefits
Comp & perks- health, dental and vision insurances
- retirement savings plan
- paid time off
- health savings account
- flexible spending accounts
- life insurance
- disability insurance
- tuition reimbursement
- quarterly or annual bonus or commission for sales roles
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
HSA transaction processingaccount reconciliationexception managementdata validationprocess automationrisk mitigationerror resolutionfinancial analysiscontribution processingtax reporting
Soft Skills
analytical skillsproblem-solving skillscommunication skillsorganizational abilitiestime-management abilitiescustomer service skillsinterpersonal skillsproactive work ethicself-motivatedadaptability