Recordkeeping Operations Associate

Summary

Join Human Interest, a high-growth tech company revolutionizing the retirement industry, as a Recordkeeping Operations Associate. You will play a crucial role in ensuring the accurate and timely processing of 401(k) plan transactions for our clients. This position demands meticulous attention to detail and a passion for helping small and medium-sized businesses offer retirement benefits. You will manage retirement account data, reconcile transactions, and serve as a knowledge expert for internal stakeholders. By joining our team, you will directly contribute to making retirement plans more accessible and manageable for businesses nationwide. Human Interest offers a robust benefits package and opportunities for career growth.

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

Responsibilities

• 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 high escalations issues

Preferred Qualifications

• Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)
• Prior experience with institutional trading or custodial operations
• Prior experience processing corporate actions, fund swaps, or trade settlement reconciliation
• ASPPA RPF certificate or QKA credentials

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