Treasury Analyst 1
North Dakota - Remote Office
WEX Health provides services to various providers of Health Savings Accounts (HSA). In support of those relatoinships, WEX Health provides custody services for HSA bak accounts on behalf of our Partner organizations through the WEX Inc. Non-Bank Custodian (NBC). The role is Operations Analyst for the HSA Custodian Operations accounts team, which provides account opening, and maintenance, custody services, and ensures compliance with the Customer Identification Program (CIP).
Responsibilities Include
Partner account setup and maintenance
Partner compliance with account opening responsibilities
Respond to partner service requests
Tax reporting
Escheatment processing
Respond to consumer inquiries over the phone
Fulfill responsibilities related to the Consumer Identification Program (CIP)
Monitor reporting
Provide feedback on and update procedure documents
Monitor and notify partners of overdrafts
Required Qualifications
Experience working within a large organization, preferably within the Financial Services industry (preferably 1 year)
Some understanding of the Custody Services Business
Experience of working within a control function or in close partnership with control functions (preferably 1 year)
Experience of working across multiple business areas and/or functions to deliver results
Excellent written and verbal communication skills
Travel requirements: extremely limited
Desired Additional Qualifications
Strong analytical and numeracy skills
Attention to details and proven ability to work accurately and under pressure to meet deadlines
Equal Opportunity Employer/Vets/Disability
The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more. For more information, check out the "About Us" section.Pay Range: $51,000.00 - $68,000.00 ApplyJob Profile
Remote Office
Benefits/PerksDental Insurance Disability Insurance Flexible Spending Flexible Spending Accounts Health insurance Health savings account Life Insurance Paid Time Off Quarterly or annual bonus Retirement plan Retirement savings Retirement savings plan Total compensation package Tuition reimbursement Vision Insurance
Tasks- Account setup
- Consumer inquiries
- Monitoring overdrafts
- Partner compliance
- Procedure updates
- Service requests
- Tax reporting
Account management Analytical Communication Compliance Customer service Financial Services Flexible spending accounts Health savings accounts Numeracy Operations analysis Reporting Sales Tax Reporting
Experience1 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9