Overview
A rapidly scaling fintech organization is seeking an Adjustment Analyst to join their Adjustments team. This role focuses on supporting the day-to-day administration of clients’ 401(k) plans by ensuring accurate and timely financial transactions. The position requires a process-driven and people-focused individual who is organized, adaptive, and strategic, ready to contribute to building operational processes from the ground up.
Responsibilities
- Review and reconcile 401(k)-related customer and account data.
- Process customer transactions including contributions and distributions.
- Develop expertise in operational processes and serve as a knowledge resource for internal stakeholders.
- Build and maintain process and policy documentation.
- Provide transactional support to operations teams during high volume periods, product development, or prioritized business needs.
- Complete assignments within service level agreements (SLA) while maintaining high-quality standards.
- Trace transaction information through the recordkeeping lifecycle to identify root causes.
- Problem-solve and propose solutions to operational challenges.
- Track data on root cause analysis, responsibility, and financial impact.
- Establish cross-functional relationships and processes to address clients’ corrective needs.
- Ensure all corrections comply with fiduciary responsibilities.
Requirements
- Bachelor’s degree or equivalent experience preferred.
- Meticulous attention to detail.
- Strong organizational skills with the ability to meet performance goals.
- Effective written and verbal communication skills.
- Advanced proficiency in Excel.
- Ability to perform efficiently in a fast-paced environment.
- Strong sense of task ownership and determination to overcome challenges.
- Ability to identify and communicate process improvements.
- Desire to actively participate in a highly engaged team.
- Minimum of 2 years’ experience in 401(k) or banking operations preferred.
Preferred Qualifications
- Experience working within 401(k) plan operations or banking environments.
Compensation & Benefits
- Hourly base salary range: $28.22 - $29.81, determined by geographic location, relevant skills, and experience.
- Potential additional compensation components such as bonuses, commissions, and equity may be offered depending on the position.
- Comprehensive benefits package including:
- 401(k) plan with dollar-for-dollar employer match up to 4% of compensation (immediately vested) and no plan fees.
- Health, dental, and vision insurance.
- Competitive time off and parental leave.
- Access to digital financial wellness tools and professional support.
- Enhanced mental health support for employees and dependents.
- Fertility healthcare and family forming benefits.
- Student loan resources.
- Monthly work-from-home stipend and quarterly lifestyle stipend.
- Team-building experiences including virtual social events and offsites.
Location
- This position is based in the United States; salary and benefits are adjusted according to location.
Equal Opportunity & Accessibility
The organization is an equal opportunity employer and considers all applicants without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other protected characteristics. Employment is at-will.
Reasonable accommodations are available throughout the application process upon request.
Additional Information
Applicants are encouraged to apply directly through official channels. The organization does not request financial or banking information during the application process and will communicate only through official email addresses. Resumes submitted through third-party vendors or unsolicited sources will not be considered.
Applicants with arrest and conviction records will be considered in compliance with applicable fair chance laws.