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
Recordkeeping Operations Associate
Location
United States
Posted
3 days ago
Salary
$23 - $28 / hour
Seniority
Mid Level
Job Description
Recordkeeping Operations Associate
Human Interest
• 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
Job 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
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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