Human Interest logo
Human Interest

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

Terminations and Deconversions Analyst

AnalystAnalystFull TimeRemoteSeniorTeam 501-1,000Since 2015H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

2 days ago

Salary

$62.1K - $73K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Terminations and Deconversions Analyst

Human Interest

• Manage an individual caseload of terminating and deconverting plans in SalesForce and Jira • Create and monitor ticketing activity between multiple operational teams, ensuring SLAs are met • Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers • Ensuring all documentation related to plan termination/deconversion is in good order, verifying last payroll and blackout dates • Partnering with internal teams to complete the full client account closure • Configure a variety of termination activities across multiple HI systems • Reconciliation activities to capture cash/fund imbalances • Financial transaction activity including plan liquidation, cash movements, processing dividends and quality review of team transactions • Plan audit activities, including validation of payroll processing up to and not beyond agreed upon dates, ensuring transactions are accurate up to termination/liquidation date • Preparing reports for the new recordkeeper within Snowflake and HEX • Researching ROTH Basis amounts and updating accordingly • Researching and answering follow up questions from the plan sponsor and/or new recordkeeper • Conduct root cause analysis to provide suggestions on how to reduce churn • This position's duties and assignments are subject to modification based on organizational needs.

Job Requirements

  • Bachelors Degree
  • 3+ years in retirement services or account management
  • Exceptional accuracy and attention to detail
  • Outstanding communications skills for internal, external and client facing communications
  • Ability to successfully manage multiple deadlines
  • Advanced Excel skills
  • Proficient analytical analysis
  • Exceptional research 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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