
Manager, HSA Transfer of Assets & Holding Accounts
As a Senior Manager, Transfer of Assets (ToA) and Holding Accounts, supporting Fidelity’s Health Savings Account work, you will combine strong operational skills with a deep curiosity to discover, analyze, and mature operational and service routines on emerging and evolving products. Under minimal direction, you will conduct the daily routines for administrative and operational services around bulk transfer of assets, holding accounts, negative contributions, and excess contributions, contribution management, and will also assist with answering HSA questions and issues around the contribution management space. You ensure your contribution management work is accurate, timely, and meets all risk and audit standards. You are accountable for maintaining and following controls to ensure organization meets established standards.
7-10 years’ experience with administration of reconciliation accounts
3-5 years’ within a professional, fast paced, corporate environment, preferably in the financial services industry
Significant experience with growing and standardizing operational routines and standard operating procedures
Ability to work with several different business partners in numerous locations
Customer Relationship Management
Time Management
Facilitation skills
Analytical skills (data driven)
Process Improvement
Communication Skills
Adaptability
Detail Oriented and Organized
Multi-tasker
According to JobzMall, the average salary range for a Manager, HSA Transfer of Assets & Holding Accounts in 279 W S Temple, Salt Lake City, UT 84101, USA is between $58,000 to $81,000 per year. This range is based on the experience and qualifications of the individual.
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Fidelity Investments Inc., commonly referred to as Fidelity, earlier as Fidelity Management & Research or FMR, is an American multinational financial services corporation based in Boston, Massachusetts.

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