Operation Analyst-Custodial Operations

• Resolve partner-submitted operational tickets and inquiries within established SLAs, maintaining clear, professional communication.
• Investigate and resolve escalated inquiries regarding HSA tax reporting (e.g., Forms 1099-SA and 5498-SA).
• Maintain active partner operational contact lists and distribute compliance notifications and operational alerts.

OPERATIONAL EXCELLENCE & PROCESS IMPROVEMENT

• Identify friction points, recurring defects, or manual bottlenecks in daily workflows and suggest process enhancements.
• Assist in updating and maintaining Standard Operating Procedures (SOPs), process flows, and audit-ready control documentation.
• Support audit readiness by compiling sample documentation and evidence for internal and external control evaluations.
• Execute other cross-functional operational projects as assigned.
• Proactively identify and embrace opportunities to integrate AI and automation technologies into operational processes. This includes initiatives to drive scale, reduce reliance on manual processes, and mitigate operational risks.

These statements are intended to describe the general nature and level of work being performed rather than give an exhaustive list of all duties and responsibilities.

• Bachelor’s degree in Business, Finance, Accounting, or a related field; or a minimum of 1 year of experience in risk operations, internal controls, banking, or healthcare financial services.
• Working familiarity with regulatory frameworks impacting HSAs (e.g., IRS guidelines, CIP/KYC, and OFAC).
• Strong numerical and analytical capabilities, with high attention to detail in discrepancy identification.
• Strong organizational skills with demonstrated ability to manage competing operational deadlines independently.
• Proficiency in Google Workspace and Microsoft Excel.
• Clear, professional written and verbal communication skills across internal and partner-facing channels.
• Must successfully pass a comprehensive background investigation.
• Demonstrated capability to independently manage individual work-queues under changing priority environments.
• Strong working knowledge of spreadsheet data manipulation functions (including Pivot Tables, data filtering, and text matching).

The base pay range represents the anticipated low and high end of the pay range for this position. Actual pay rates will vary and will be based on various factors, such as your qualifications, skills, competencies, and proficiency for the role. Base pay is one component of WEX's total compensation package. Most sales positions are eligible for commission under the terms of an applicable plan. Non-sales roles are typically eligible for a quarterly or annual bonus based on their role and applicable plan. WEX's comprehensive and market competitive benefits are designed to support your personal and professional well-being. Benefits include health, dental and vision insurances, retirement savings plan, paid time off, health savings account, flexible spending accounts, life insurance, disability insurance, tuition reimbursement, and more.