Trade Operations Associate

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $20 - $24 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

⚙️ Operations

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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 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.

🎯 Requirements

• 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

🏖️ 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.