Contribution Trade Operations Associate

🕒 Junho 15

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $20 - $24 / hora

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

⚙️ Operações

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Human Interest

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 2015

💸 Finanças

💳 Fintech

💰 $200.000.000 Series D em 2021-08

Finance • Fintech

A Human Interest é uma empresa que oferece planos de aposentadoria 401(k) e 403(b) acessíveis e completos, com foco principalmente em pequenas e médias empresas. Fundada em 2015, seu objetivo é simplificar o processo de planejamento de aposentadoria por meio de integrações de folha de pagamento com mais de 500 sistemas de folha de pagamento líderes. A empresa enfatiza fundos de baixo custo e zero taxas de transação, oferecendo soluções de aposentadoria personalizáveis para atender às diversas necessidades de empregadores e seus funcionários. A Human Interest também oferece serviços de consultoria em investimentos por meio de sua subsidiária, Human Interest Advisors LLC. Seu objetivo é tornar os benefícios de aposentadoria acessíveis a empresas de vários tamanhos, promovendo o bem-estar financeiro e a satisfação dos funcionários.

Descrição

• Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts. • Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays. • Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes. • Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency. • Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes. • Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables. • This position's duties and assignments are subject to modification based on organizational needs.

🎯 Requisitos

• Strong attention to detail • Good organizational skills • Clear communication skills, both verbal and written • Ability to work efficiently in a fast-paced environment • Comfortable working both independently and as part of a team • Strong aptitude for working with numbers • Time management skills to prioritize tasks effectively • Basic problem-solving abilities • Interest in research and learning • Willingness to identify and suggest process improvements • 1-2 years of experience in Accounting or 401(k) Recordkeeping • Bachelor's Degree • Basic reconciliation skills

🏖️ Benefícios

• A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees • Top-of-the-line health plans, as well as dental and vision insurance • Competitive time off and parental leave • Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness • Lyra: Enhanced Mental Health Support for Employees and dependents • Carrot: Fertility healthcare and family forming benefits • Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt • Monthly work-from-home stipend; quarterly lifestyle stipend • Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.