Funding Operations Specialist

FloresHR • Charlotte, NC

1d • Hybrid

About The Position

We are passionate about our clients having a great experience and this also applies to our team and our future team members. Building a remarkable team is a top-level company priority. The Funding Operations Specialist ensures appropriate and accurate establishment, accounting, and reconciliation of client accounts for specific company products. The Funding Operations Specialist reports to the Finance Operations Team Leader. What You’ll Do Provide exceptional client-centered customer service. Review the daily ACH report to determine what funding needs to be posted. Work with team members to determine appropriate set up, funding, structuring, and reporting of client accounts. Maintain client accounts to ensure that all information is current and accurate. Process and post payroll deductions and client deposits. Actively work with the client to confirm where funds received should be allocated if necessary. Have a basic understanding of the plans we administer to help fast track posting of funds. Understand the reasons why we would receive funding (FSA funds, invoices, negative balances). Perform client account reconciliations. Perform data entry within multiple applications. Actively participate and contribute to the company Initiatives. Perform other duties as assigned. Maintain quality work that exemplifies and promotes our company’s core values.

Requirements

• High School Diploma required, post-secondary education is preferred.
• 1+ year of experience in customer service environment with a focus on client account balances.
• Ability to enter data ensuring accuracy and data integrity.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and Access.
• Ability to gain proficiency with other software and databases.
• Excellent attention to detail and strong organization and prioritizing skills.
• Strong analytical and problem-solving skills.
• An individual that understands the value of providing a high level of customer service.

Responsibilities

• Provide exceptional client-centered customer service.
• Review the daily ACH report to determine what funding needs to be posted.
• Work with team members to determine appropriate set up, funding, structuring, and reporting of client accounts.
• Maintain client accounts to ensure that all information is current and accurate.
• Process and post payroll deductions and client deposits.
• Actively work with the client to confirm where funds received should be allocated if necessary.
• Have a basic understanding of the plans we administer to help fast track posting of funds.
• Understand the reasons why we would receive funding (FSA funds, invoices, negative balances).
• Perform client account reconciliations.
• Perform data entry within multiple applications.
• Actively participate and contribute to the company Initiatives.
• Perform other duties as assigned.
• Maintain quality work that exemplifies and promotes our company’s core values.

Benefits

• Competitive Benefits – FloresHR offers competitive medical, dental, and vision benefits for employees and their families. We also provide company funded HSA’s, Pre- and Post-tax 401k’s with a company match up to 5%, and other great benefits such as Life Insurance, Accident Insurance, Pet insurance, and more!
• Work Life Balance – We want all our team members to have time to focus on themselves and their families. We offer a Monday - Friday schedule, a generous vacation policy and a Life Balance Reimbursement Plan to support this.
• Community Involvement – We love to give back to our community, and we recognize that our team does too! We have a volunteer program in place to support our team members as they help the organizations’ they are passionate about.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED