Operations Analyst for Custodial Services
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Job Summary
Monitoring compliance and operational workflows, the full-time Operations Analyst for Custodial Services will execute daily operational controls, support partner inquiries, and drive process improvements in a remote environment.
Key responsibilities
- Monitor reporting and review consumer accounts for compliance with regulatory requirements
- Resolve partner-submitted operational tickets and inquiries within established service level agreements (SLAs)
- Identify process inefficiencies and suggest enhancements to operational workflows
Required qualifications
- Bachelor's degree in Business, Finance, Accounting, or a related field, or a minimum of 1 year of relevant experience
- Familiarity with regulatory frameworks impacting Health Savings Accounts (HSAs)
- Strong numerical and analytical capabilities with attention to detail
- Proficiency in Google Workspace and Microsoft Excel, including advanced spreadsheet functions
- Ability to manage competing operational deadlines independently
Complete Job Description
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