HSA Bulk Transfers Coordinator

Alegeus•Maitland, FL

6d•$53,000 - $90,400•Hybrid

About The Position

Join our team at Alegeus, where you’ll experience unmatched opportunity and a culture that cares deeply about succeeding together. As a HSA Bulk Transfers Coordinator, you’ll play a critical role in ensuring the seamless transfer of Healthcare Savings Account assets, helping employer groups and participants experience accurate, timely, and successful transitions. Collaborate with dedicated colleagues, embrace a spirit of innovation, and build an enriching career with us. OPPORTUNITY HAPPENS HERE — REALIZE YOURS Alongside the best and the brightest, you will regularly: Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction. Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process. Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule. Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience. Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments. Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.

Requirements

2+ years of relevant professional experience preferred.
Experience leading or speaking on behalf of teams or business initiatives is preferred.
Exposure to project management methodologies such as Lean, Six Sigma, or PMBOK and experience supporting engagement initiatives are a plus.
Relevant education and/or equivalent professional experience preferred.

Nice To Haves

Highly organized, efficient, analytical, and action-oriented with excellent communication, prioritization, problem-solving, and relationship-building skills.
Demonstrates initiative, collaborates effectively across teams, and uses data-driven decision-making to achieve results.

Responsibilities

Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction.
Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process.
Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule.
Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience.
Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments.
Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.