HealthEquity, Inc.

  • Trust Specialist

    Job Locations US-UT-Draper
    Category
    Finance
  • Overview

    We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.

     

    How you can make a difference

     

    This position reports to the Trust Team Lead and will be responsible for safe-guarding custodial funds through bank reconciliation, process documentation, continuous improvement, and participation in periodic audits as well as payroll processing responsibilities. Successful candidates will be detail oriented, able to learn quickly, and able to adapt to change. The ability to productively work on cross-functional teams is also a must. Successful candidates will also have the ability to use continuous improvement in accounting process flow creation and documentation. We look to candidates that can positively reflect the purple spirit of HealthEquity and strive to help make it the one of the greatest places to work.

    What you’ll be doing

    • Work through daily, weekly, and monthly bank reconciliation processes
    • Prepare necessary reports and data for periodic audits
    • Participate in month-end close as it relates to custodial assets
    • Responsible for full-cycle process flow for assigned bank accounts
    • Audit various operational processes as they relate to account reconciliation
    • Innovate through continuous process improvement
    • Ensure that payroll is processed timely and accurately
    • Maintain and update employee information (direct deposit and W-4 requests)
    • Coordinate 401(k) requests
    • Process garnishments
    • Process unscheduled payroll runs, including bonus checks and stock option exercises
    • Collect and summarize timekeeping information including manager approvals
    • Process year-end W-2s
    • Solve problems concerning payroll, answer inquiries and enforce payroll policies
    • Ensure compliance with payroll controls

    What you will need to be successful

    • 4-year degree in Accounting or related field preferred
    • Great attention to detail required
    • Proficient in Microsoft Office, especially Excel
    • Technically minded
    • Excellent analytical skills
    • Excellent verbal and written communication skills
    • Understanding of Operational Excellence / Continuous Improvement
    • Ability to multi-task and meet deadlines
    • Team player (works well with others) and an ability to take direction
    • Cross-functional work experience

    Benefits and perks

     

    • Medical, Dental, Vision
    • 401(k) match
    • Paid Maternity/Paternity leave
    • Ongoing education 
    • Tuition Assistance
    • Gym/Fitness Reimbursement
    • Purple with Purpose (paid volunteer time off)
    • HSA contribution and match
    • On site Lunch and Learns
    • Award winning Wellness Program
    • Consumer Driven Healthcare (CDH) education

    Why work for HealthEquity

    HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth and build health savings for life. Through our innovative technology and superior service delivery, our members gain valuable insights to better save and spend their healthcare dollars.

     

    We firmly believe that our team members drive the success of this company. We hire passionate contributors who enjoy the thrill of pioneering their positions to their full potential. Join us and discover a work experience where the person is valued more than the position, and where are our purple culture drives a remarkable experience.

     

    Our advice to you

    HealthEquity is fiercely focused on hiring passionate individuals to contribute to our purple culture. If you speak passion, excellence, service, ambition, fun… we want to speak with you! We believe that your personality is as important as your experience and qualifications so when we do have the opportunity to speak together, be authentic, be genuine, be you! Showcase your experience and your passion.

     

    HealthEquity, Inc. is a proud promoter of equal opportunities for training, compensation, transfer, promotion, and other aspects of employment for all qualified applicants and employees. HealthEquity, Inc. support Equal Employment Opportunities without regard to sex, race, color, religion, national origin, age, disability, sexual orientation or veteran status when hiring – under federal, state and local laws.

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