[Remote] Conversion Analyst
Note: The job is a remote job and is open to candidates in USA. Human Interest is a high-growth fintech company focused on making retirement benefits accessible to all workers. The Conversion Analyst will manage the transfer of retirement plan assets, ensuring accurate data processing and collaborating with partner teams to enhance operational efficiencies.
Responsibilities
- Partner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentation
- Process and reconcile incoming plan assets from multiple recordkeeping platforms
- Make informed decisions regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant funds
- Set up and validate participant loans during the conversion process, ensuring accurate terms and documentation
- Serve as a subject matter expert on incoming plan source types and their alignment with system capabilities, ensuring proper setup and configuration during conversions
- Collaborate cross-functionally to resolve complex conversion issues and meet customer needs
- Monitor communication channels to identify emerging trends and provide timely support
Skills
- 1-3 years working in a position directly with incoming plan conversions in the retirement services sector
- Previous experience in reconciliation and/or parsing large data packets
- Working knowledge of 401(k) investment processes, including understanding of trading windows and settlement periods
- A strong work ethic, proactively following up with our internal partners to complete the conversion process
- Advanced Excel skills, including proficiency with pivot tables, VLOOKUP functions, and complex data analysis for large datasets
- A passion for process; constantly on the lookout for inefficiencies that can be improved
- Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
- Strong written communication skills
- Effective time management and organizational skills
- A positive attitude, a team player, and highly collaborative
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.
Company Overview