Human Interest logo
Human Interest

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

Professional Certificate2 yrs expEnglish

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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