Benefits Processing Associate – Loans

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $20 - $24 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

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.

📋 Description

• Ensure the the Human Interest 401(k) plan operates seamlessly and complies with all SLAs and regulatory guidelines relating to money movement including, but not limited to: • Distribution Trading and Review • Roll-ins • Loans • Stale Disbursement Checks • 1099-R Corrections • Portfolio Rebalancing • Money Movement Escalations • Partner with our front-office teams in answering employee requests and questions about the Human Interest 401(k) plan, and ensure that all response and resolution SLAs are met • Conceptualize and implement process efficiencies in partnership with product team to improve the 401(k) servicing processes and opportunities • Use discretion and advanced knowledge of Human Interest systems and 401(k) regulation to problem-solve complex issues • Respond to potentially complex escalating 401(k) service issues • Implement and maintain privacy processes and trainings to ensure discreet processing including but not limited to • HIPAA • Fiduciary Training • Serve as a resource to support the broader Financial Operations team with operational processing, program management, and business analysis.

🎯 Requirements

• 2+ years of 401(k) money movement or operational experience • Bachelor’s degree OR equivalent experience preferred. • Meticulous attention to detail. • Capacity to organize and meet performance goals. • Effective communication skills, both written and verbal. • Advanced Excel skills. • 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. • Desire to actively participate on a highly engaged team. • “Team Player” attitude

🏖️ 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.