Financial Operations H&w Inactive Billing Associate

2 weeks ago

Merrimack, United States Fidelity Investments Full time

**The Role**

Responsible for the oversight and reconciliations performed during the monthly billing cycle in the H&W Inactive Billing process. This will involve reviewing participant billing files, balancing payment files for lockbox check deposits, automatic EFT bank withdrawals, validating payroll arrears files, and pension deductions on a daily, weekly, and monthly basis. You will be part of a team that is accountable for the full accounting process of billing participants, reconciliation of payments, and remitting funds along with reporting to clients.

Expertise and Skills you Bring
- Accountable for maintaining and following controls to ensure organization meets established standards
- Ability to get results by effectively communicating with internal and external business partners, including supporting the team lead and senior associates on corporate actions
- Are flexible to the needs of the team and can confidently balance multiple priorities to help the team meet tight timeframes
- Your responsibilities will involve working with several different business partners in numerous locations so you must be highly motivated, self-directed and an independent problem solver with strong attention to detail
- One to three years’ experience within a professional, fast paced, corporate environment, preferably in the financial services industry
- Experience with applicable Fidelity System Applications (Oracle Accounts Receivable, HOBS, XTRAC, Disc Recon, Net Benefits) and Microsoft Office products (Word, Excel, Outlook) is preferred but not required
- Ability to successfully execute a task and move onto the next job function in a fast-paced, deadline-oriented environment
- Exhibit strong analytical and problem-solving skills
- Strong written and verbal communication skills

**The Team**

You will be part of a multi-product team with 9 associates, where you will work closely with other H&W specialized associates in Merrimack & Raleigh. You will also be working closely with members of the client service teams and H&W Operations team to resolve client and participant issues. Given the high degree of risk, including considerable financial and reputational exposure, proactive research, issue resolution and reconciliation skills are top priorities.

**Certifications**:
**Company Overview**

Fidelity Investments is a privately held company with a mission _to strengthen the financial well-being of our clients._ We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

**Join Us**

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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