Fidelity Investments

Manager, HSA Transfer of Assets & Holding Accounts

Fidelity Investments

279 W S Temple, Salt Lake City, UT 84101, USA
Full-TimeDepends on ExperienceSenior LevelBachelors
Job Description

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.

Where is this job?
This job is located at 279 W S Temple, Salt Lake City, UT 84101, USA
Job Qualifications
  • 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

Required Skills
  • Customer Relationship Management

  • Time Management

  • Facilitation skills

  • Analytical skills (data driven)

Soft Skills
  • Process Improvement

  • Communication Skills

  • Adaptability

  • Detail Oriented and Organized

  • Multi-tasker

Compensation

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.

Additional Information
Fidelity Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJanuary 5th, 2021
Apply BeforeJune 21st, 2025
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About Fidelity Investments

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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