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Human Interest

Affordable, full-service 401(k) plans for SMBs.

401k Benefits Processing Associate

AssociateGeneralFull TimeRemoteMid LevelTeam 501-1,000Since 2015H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

24 days ago

Salary

$20 - $24 / hour

Seniority

Mid Level

Associate Degree1 yr expEnglish

Job Description

401k Benefits Processing Associate

Human Interest

• Ensure all data is carefully reviewed for accuracy, identifying and escalating discrepancies to maintain accurate and compliant customer accounts. • Consistently and promptly process participant distributions, meeting deadlines and ensuring distributions are correctly applied without delays. • Proactively identify and resolve discrepancies, ensuring high-quality, consistent data for reporting and operational purposes. • Facilitate smooth communication between teams to quickly resolve customer inquiries, while contributing ideas to streamline workflows and enhance operational efficiency. • Develop proficiency in the company's operational processes, becoming a trusted resource for day-to-day support and offering insights for process improvement. • Contribute to the successful completion of key projects by delivering tasks on time, supporting project leads, and maintaining high-quality standards in all deliverables.

Job Requirements

  • 1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
  • Strong attention to detail
  • Good organizational skills
  • Clear communication skills, both verbal and written
  • Ability to work efficiently in a fast-paced environment
  • Comfortable working both independently and as part of a team
  • Strong aptitude for working with numbers
  • Time management skills to prioritize tasks effectively
  • Basic problem-solving abilities
  • Interest in research and learning
  • Willingness to identify and suggest process improvements
  • Nice to have: Bachelor's Degree
  • Nice to have: Basic reconciliation skills.

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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