401k Benefits Processing Associate

1 hour, 31 minutes ago
Full-time
Junior
Customer and Technical Support
Human Interest

Human Interest

Human Interest is an affordable, full-service 401(k) and 403(b) provider that aims to simplify retirement savings for small and medium-sized businesses. They offer zero transaction fee plans, financial education, and award-winning customer service to h...

Capital Markets
251-1K
Founded 2015
$337M raised

Description

  • Process daily client 401(k) requests and execute outgoing operational transactions for Human Interest plans.
  • Ensure money movement activities comply with SLAs and regulatory guidelines, including distributions, roll-ins, loans, stale disbursement checks, 1099-R corrections, portfolio rebalancing, and escalations.
  • Partner with front-office teams to answer employee questions and resolve requests within service commitments.
  • Investigate client information and resolve complex issues under time-sensitive and high-pressure conditions.
  • Conceptualize and implement process improvements with the product team to improve 401(k) servicing.
  • Use advanced knowledge of company systems and 401(k) regulations to problem-solve escalating issues.
  • Implement and maintain privacy processes and training, including HIPAA and fiduciary training.
  • Support the broader Financial Operations team with operational processing, program management, and business analysis.
  • Serve as a resource on strategic and complex projects to improve customer and business outcomes.

Requirements

  • 2+ years of 401(k) money movement or operational experience.
  • Bachelor’s degree or equivalent experience preferred.
  • Advanced Excel skills.
  • Meticulous attention to detail.
  • Strong written and verbal communication skills.
  • Ability to organize work and meet performance goals.
  • Ability to work efficiently in a fast-paced environment.
  • Strong sense of task ownership.
  • Ability to identify and communicate process improvements.
  • Determination to overcome challenges and a team-player mindset.

Benefits

  • Base salary of $20.67 to $24.32 per hour, depending on location, skills, and experience.
  • Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees.
  • Top-of-the-line health, dental, and vision insurance.
  • Competitive time off and parental leave.
  • Unlimited access to financial wellness tools and professionals through Addition Wealth.
  • Enhanced mental health support through Lyra for employees and dependents.
  • Fertility and family-forming benefits through Carrot.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.

Interested in this position?

Apply directly on the company website

Apply Now

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