Terminations and Deconversions Analyst

🕒 Ontem

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $62.100 - $73.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧐 Analista

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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

• Manage an individual caseload of terminating and deconverting plans in SalesForce and Jira • Create and monitor ticketing activity between multiple operational teams, ensuring SLAs are met • Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers • Ensuring all documentation related to plan termination/deconversion is in good order, verifying last payroll and blackout dates • Partnering with internal teams to complete the full client account closure • Configure a variety of termination activities across multiple HI systems • Reconciliation activities to capture cash/fund imbalances • Financial transaction activity including plan liquidation, cash movements, processing dividends and quality review of team transactions • Plan audit activities, including validation of payroll processing up to and not beyond agreed upon dates, ensuring transactions are accurate up to termination/liquidation date • Preparing reports for the new recordkeeper within Snowflake and HEX • Researching ROTH Basis amounts and updating accordingly • Researching and answering follow up questions from the plan sponsor and/or new recordkeeper • Conduct root cause analysis to provide suggestions on how to reduce churn • This position's duties and assignments are subject to modification based on organizational needs.

🎯 Requisitos

• Bachelors Degree • 3+ years in retirement services or account management • Exceptional accuracy and attention to detail • Outstanding communications skills for internal, external and client facing communications • Ability to successfully manage multiple deadlines • Advanced Excel skills • Proficient analytical analysis • Exceptional research 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.