Conversion Document Specialist

Summary

Join Human Interest, a high-growth tech company revolutionizing the retirement industry, and contribute to our mission of ensuring accessible retirement benefits for all. As a vital member of our team, you will manage crucial documentation flow, build relationships with recordkeepers, and accelerate asset retrieval for new clients. You will play a key role in improving the client onboarding experience and ensuring timely asset retrieval. This position requires experience in plan conversions within the retirement services sector, strong communication and organizational skills, and meticulous attention to detail. Human Interest offers a competitive compensation package, including a robust benefits suite and a positive, collaborative work environment.

Requirements

• 1+ years working in a position directly with incoming plan conversions in the retirement services sector
• 3+ years of experience in a relationship management or elevated customer service role
• Very strong written and verbal communication skills
• A passion for process; constantly on the lookout for inefficiencies that can be improved
• Strong organizational skills with the ability to manage multiple tasks at the same time
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• A positive attitude, a team player, and highly collaborative

Responsibilities

• Manage the flow of vital documentation from other recordkeepers to Human Interest
• Assist Customer Onboarding in establishing and organizing conversion plan transfer timelines
• Create and maintain relationships with other recordkeepers in order to improve the conversion client experience
• Accelerate the retrieval and allocation of retirement assets for new clients
• QA incoming conversion documentation prior to delivery to Conversion Analyst
• Assist Plan Administrators with all prior recordkeeper communication required to convert a retirement plan
• Monitor existing conversion plans to ensure assets are retrieved within the agreed timeline

Preferred Qualifications

A passion for process; constantly on the lookout for inefficiencies that can be improved

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
• Generous PTO and parental leave policies
• 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
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
• Fun online and regional events and celebrations and department and company offsites
• The vast majority of our positions can be 100% remote