RemotevilleRemote Banking Operations Associate Job in San Francisco, CA Lively, Inc.
Banking Operations Associate Lively, Inc.
$70000 - $80000
Attention To DetailBusiness Process ImprovementData EntryDebit CardsFintechGoogle WorkspaceOralOrganization Skills
San FranciscoCA
The Modern Health Savings Account
180+ employees
B2BHealthcareFintechHR
Open for applications
Role
Who you are
- 2+ years financial services or fintech experience
- Expert with Google Suite tools
- Basic understanding of banking and investment instruments
- Excellent written and verbal communication
- Comfortable with ambiguity and able to create structure
- Meticulous attention to detail
- Able to prioritize tasks in a high-volume, time-sensitive environment
- Willing to put in extra hours during busiest season (Dec. - Mar.)
- Good sense of humor and down-to-earth personality
What the job involves
- Support money movement and partner reporting
- Work closely with app support for process improvements
- Maintain compliance and procedure documentation
- Ensure smooth communication with member support about transactions
- Critical daily reconciliation processes
Company
Company mission
Lively is the health and lifestyle benefits platform that works the first time, every time. Our solutions are designed to take the guesswork out of managing benefits and drive efficiency for you and your teams. Our innovative platform is grounded by your everyday needs and circumstances. By combining robust features with unparalleled service, we make maximizing your benefits as simple as it should be.Company benefits
- Competitive salaries
- Stock options
- Medical, dental, vision, life, and disability coverage
- Employer HSA contribution
- FSA
- Paid parental leave
- Medical travel benefits
- 401k plan
- Flexible vacation policy
- Lifestyle spending accounts
Company values
- Lively is the health and lifestyle benefits platform that works the first time, every time. Our solutions are designed to take the guesswork out of managing benefits and drive efficiency for you and your teams. Our innovative platform is grounded by your everyday needs and circumstances. By combining robust features with unparalleled service, we make maximizing your benefits as simple as it should be.