Recordkeeping Operations Associate

November 24

⛷️ Utah – Remote

Although this job is listed in Utah, this company may be open to hiring remote in other states.

💵 $2.4k - $2.8k / month

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

🦅 H1B Visa Sponsor

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Human Interest

WebsiteLinkedInAll Job Openings

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

📋 Description

• 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

🎯 Requirements

• 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 preferred • Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)

🏖️ Benefits

• 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.