Operations Specialist

Operations Specialist

Job Summary:

An Operations Specialist is responsible for processing/reconciling contributions and plan setup/closing of Flexible Savings Accounts, Health Reimbursement Arrangements and Health Savings Accounts. This role is also responsible for processing enrollment files and assisting with maintaining employer and consumer accounts.


  • Create, update and maintain employer plans
  • Meet Service Level Agreements for completing setup of Employer plans
  • Review setup of plans with a high degree of accuracy
  • Process plan changes
  • Complete plan year closings
  • Process requests for consumer accounts per forms or internal service requests
  • Process closures of accounts
  • Post contribution checks to accounts
  • Issue distributions and transfer requests per consumer's direction
  • Review Identify Verification Failures
  • Review submitted documentation for account verification if Health Savings Accounts
  • Remove funds per partner guidelines for past due accounts
  • Work internal service requests for accounts
  • Work through various tasks in OnBase queues
  • Work through tasks in OnBase double check queues
  • Monitor team mailbox
  • Perform research on transactions for partners
  • Review current process for improvement opportunities
  • Work with the Service Teams to develop new procedures
  • Document and train team on new procedures
  • Communicate changes to the various Service Center teams
  • Other duties as assigned
  • Computer proficiency required
  • Excellent written, oral, and interpersonal communications skills
  • Ability to work in a fast-paced professional environment
  • Detail oriented with excellent analytical, and investigative skills
  • Benefit experience preferred

Equal Opportunity Employer/Vets/Disability

Meet Some of WEX's Employees

Julia C.

Sr. Recruiter

As a senior recruiter supporting the IT and Sales Departments, Julia spends her days sourcing candidates, reaching out to great potentials, and coordinating with her fellow recruiters to attend off-site events.

Leela M.

Software Engineer

As a member of the Core Processing Team, Leela works alongside fellow engineers to ensure that the back-end systems supporting all of WEX’s credit card transactions are functionally optimized.

Back to top