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Operations Coordinator

Company: HealthEquity Inc.
Location: Tempe
Posted on: January 8, 2021

Job Description:

Overview:We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.How you can make a differenceWith direct supervision and detailed instructions, this position provides operations support to client, participants and internal team members through banking / funding functions, fulfillment and purchasing process, managing and analyzing data, managing vendors and by providing overall support to the operations team.What you'll be doing

  • Assist with client and participation communications
  • Processes returned mail to appropriate work groups
  • Researches and validates client and participation identification
  • Gathers required data for outbound communications
  • Provides preapproved outbound responses to inquiries using standard company templates
  • Researches appropriate communication modes for each client
  • Supports banking/funding functions
  • Creates client accounts in Great Plains
  • Prepares bank deposits, transaction movement request and basic banking reconciliation
  • Process stop payments, voids, reissues ACH returns, balance data and drafts and updates desktop procedures
  • Completes basic ordering and tracking tasks for fulfillment and purchasing process;
  • processes outbound and returned mail,
  • generates participant statements, communicates fulfillment delays, tracks orders and inventory stock
  • Assists with research to complete forecast efforts, and processes returned inventory, including SmartCard transfers and replacements; utilizes Quick Start Guide mapping to platform to meet client requirements and follow quality control steps for Quick Start Guide distribution
  • Compares data sets for completeness and redundancies
  • Provides data mining services, monitors and verifies file movement
  • Prepares variance reports, tracks Positive Pay / ACH files, and monitors job movement and notifications
  • In addition, identifies potential issues, investigates data variances and discrepancies, and reports job failures
  • Provides overall support to team: sorts, documents, files, mails, places orders, provides subject matter expert support and customer relationship management (CRM) support, manages CRM queriesWhat you will need to be successful
    • Fundamental knowledge of Math and English as normally obtained through the completion of a high school diploma or equivalent is required
    • Up to one year of work experience in a professional environment is preferred
    • Experience or exposure to accounting, banking operations, vendor management, fulfillment activity, procurement, employee benefits plans, or card operations is also preferred.A strong customer service orientation is essential
    • Demonstrated ability to adapt to the changing demands of business is a must
    • The ability to critically resolve moderately complex problems, investigate, research and conduct root cause analysis is strongly preferred
    • Basic understanding of fulfillment processes
    • Basic understanding of managing vendors
    • Basic understanding of Accounting principles (General Ledger, Chart of Accounts, Debits / Credits, etc.), transaction processing, differences in client and participation obligations
    • A general understanding of cash applications, transaction processing, and cash flows preferred.Benefits and perks
      • Medical, Dental, Vision
      • 401(k) match
      • Paid Maternity/Paternity leave
      • Ongoing education
      • Gym/Fitness Reimbursement
      • Purple with Purpose (paid volunteer time off)
      • HSA contribution and match
      • Award winning Wellness Program
      • Consumer Driven Healthcare (CDH) educationWhy work for HealthEquityHealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth and build health savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save and spend their healthcare dollars.We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.Our advice to youHealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun--- we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.HealthEquity, Inc. is a proud promoter of equal opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees. HealthEquity, Inc. support Equal Employment Opportunities without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status when hiring - under federal, state and local laws.

Keywords: HealthEquity Inc., Tempe , Operations Coordinator, Other , Tempe, Arizona

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