Recordkeeping Operations Associate

🕒 Junho 15

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $23 - $28 / 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

• Review and reconcile account data within both retirement accounts and HI operating accounts • Become an expert in 3-4 operational processes and serve as an advanced source of knowledge for HI stakeholders • Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs • Trace transaction information through the recordkeeping lifecycle • Identify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvements • Assist triaging incoming assignments to teammates • Contribute to team improvement initiatives and projects • Handle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalations issues

🎯 Requisitos

• Meticulous attention to detail • Capacity to plan ahead and meet performance goals • Effective communication skills, both written and verbal • Ability to perform at high efficiency in a fast-paced environment • Strong sense of task ownership • Determination to overcome challenges • Ability to identify and communicate process improvements • Ability to trace various types of 401(k) transactions through the recordkeeping lifecycle to identify root cause of reconciliation or recordkeeping errors. • Desire to actively participate on a highly engaged team • Consistently Exceeds Expectations in your current role • 2-3 years' experience within operations of 401(k), banking, or related financial field

🏖️ 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.