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Reconciliation Specialist

Ubiquity Retirement + Savings

in Telecommute / San Francisco CA / AZ / CO / FL / IL / KY / LA / MA / NC / NJ / NV / NY / OH / OR / RI / SC / TN / WA

Logo for Ubiquity Retirement + Savings

Ubiquity Retirement + Savings® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record keeping. Our mission is to empower small businesses and their employees to create a more secure financial future by leveraging technology with affordable retirement solutions and world-class customer support. For over 2 decades, we have helped workers save more than $2.5 billion and opened retirement plans for 9,000+ small businesses—pioneering a transparent, flat-fee, customizable savings experience. Our tenured team are retirement experts and future-you champions! Learn more at: myubiquity.com

The only thing as unique as our business model is our company culture. We thrive on accountability, collaboration, and transparency. Proudly one of the Best Places to Work in the Bay Area and Entrepreneur Magazine's Top 150 Company Cultures, we take what we do seriously and always strive to be happy at work. With mottos like "Freedom With Accountability," we are a family of friends who like to get it done and do it with passion.

Recognition

Rated as one of the 100 fastest-growing companies in the Bay Area by the San Francisco Business Times (for nearly a decade)

Ranked as one of the top 5000 fastest-growing private companies in the nation by Inc. Magazine (11 years running)

Listed as one of Business Week’s 100 fastest-growing inner-city companies in the nation (every year since 2012)

Ubiquity also produced a hard-hitting and feature-length documentary with producers and editors out of CNN. Watch Broken Eggs: The Looming Retirement Crisis in America, today. 

The purpose of this role is to support the Financial Operations team by using critical thinking and analytical skills, as well as a thorough understanding of the Paradigm Recordkeeping System and 401(K) industry regulations.  Using your extremely detail oriented personality, you will reconcile accounts and reports to ensure data accuracy, support 5500 audits, internal audits, and client inquiries. You will champion for our internal and external clients and ensure that any escalations are resolved quickly and correctly.

Core Responsibilities

  • Matrix Invoice Recon Reconciliation
  • Matrix Omnibus Account Reconciliation
  • Assist with Compliance Related Reconciliations
  • Backup Transactions and Payroll Adjustments
  • Backup Fund List/Model Changes
  • Backup Processing Fund Corporate Actions
  • Responding timely and accurately to Sales Force Tickets and internal written and verbal requests
  • Additional cross training and support tasks as assigned

 

Competencies

401(K) knowledge - Working knowledge of 401K rules and regulations

Organization - Capable of successfully managing multiple projects of varying importance simultaneously

Critical thinking - Ability to look at situations from multiple perspectives. Breaks problems into component parts. Considers and organizes parts in a systematic way. Looks for underlying causes.

Results Oriented - Proactive and Result driven, able to identify what steps are necessary to reach a result and willing to practice good follow through to achieve solutions.

Attention to Detail - Thoroughness in accomplishing a task with concern for all the areas involved, no matter how small. Checks work and organizes time and resources efficiently.


Skills + Experience

  • 3+ years of experience in the retirement industry
  • Intermediate accounting reconciliation skills
  • Strong attention to detail and high degree of accuracy
  • Ability to diagnose problems
  • Ability to flex between work autonomously and as a group member
  • Project management experience preferred
  • Excellent follow through and communication skills
  • Experience with custodial account reconciliation preferred
  • Intermediate excel knowledge – need to be extremely comfortable creating pivot tables and using the following tools in excel:
    • Accounting formulas: Add, subtract, multiple divide, Sum if*
    • Remove duplicates
    • Data Validations
    • V Look ups

 

Additional information

This is a salaried, full-time position. Remote candidates will be considered. Please follow application instructions carefully and make sure to submit a cover letter along with your resume.

We offer:

  • Competitive compensation package
  • 401(k) company match (up to 4%)**
  • Generous stipend toward premiums for medical, dental, and vision
  • Learning and development stipends
  • Monthly wellness subsidies
  • Equity incentives
  • Flexible PTO policy
  • Time off for volunteering
  • Fun social events and outings
  • Emphasis on internal promotions
  • Regular performance reviews
  • Telecommuting

Ubiquity Retirement + Savings is an equal employment opportunity employer for all applicants and employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by applicable local, state, or federal laws.

How to Apply

Apply Now


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