[Remote] Recordkeeping Operations Associate

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 working Americans. As a Recordkeeping Operations Associate, you will support the administration of clients' 401(k) plans by ensuring accurate transaction processing and contributing to operational excellence.

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 highly escalations issues

Skills

• 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
• 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
• 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