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Human Interest is a financial services company that is on a mission to provide access to retirement benefits to everyone, regardless of the industry they work i
Conversion Analyst
Location
United States
Posted
101 days ago
Salary
$30 - $32 / hour
Seniority
Senior
Job Description
Conversion Analyst
Human Interest
• 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
Job Requirements
- 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.
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