Benefits Processing Associate - Loans

1 hour, 48 minutes ago
Full-time
Junior
Operations
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 a daily volume of client 401(k) requests and outgoing money movement transactions.
  • Ensure 401(k) plan operations comply with SLAs and regulatory guidelines.
  • Handle distribution trading and review, roll-ins, loans, stale disbursement checks, 1099-R corrections, portfolio rebalancing, and money movement escalations.
  • Partner with front-office teams to respond to employee requests and resolve plan questions within service targets.
  • Identify and implement process efficiencies to improve 401(k) servicing in partnership with the product team.
  • Investigate complex client information and resolve escalating service issues under pressure.
  • Maintain privacy processes and trainings, including HIPAA and fiduciary training, to support discreet handling of sensitive data.
  • Support the broader Financial Operations team with operational processing, program management, and business analysis.

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 perform efficiently in a fast-paced environment.
  • Strong sense of task ownership and determination to overcome challenges.
  • Ability to identify and communicate process improvements.
  • Experience with or knowledge of 401(k) regulations and Human Interest systems preferred.

Benefits

  • Base salary of $20.67 to $24.32 per hour, depending on location and experience.
  • Additional compensation may include bonuses, commissions, and equity.
  • Dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees.
  • Top-of-the-line health plans, plus 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 for employees and dependents through Lyra.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Automotive Wheel Repair Technician

Carvana 10K-50K Automotive

Carvana is hiring an Automotive Wheel Repair Technician to perform wheel and rim repairs at its high-tech vehicle reconditioning centers.

1 hour, 3 minutes ago

Sr Phlebotomist-El Paso, Texas

Natera 1K-5K Pharmaceuticals

Natera is hiring a Senior Phlebotomist to support patient specimen collection, laboratory preparation, and related operational tasks in a clinical office setting.

HIPAA
1 hour, 3 minutes ago

Entry-Level Automotive Parts Associate

Carvana 10K-50K Automotive

Carvana is hiring an entry-level Parts Associate to support vehicle reconditioning operations at its high-tech Inspection Centers by ordering, receiving, and organizing parts for vehicles.

1 hour, 18 minutes ago

Senior TA Operations Specialist

GitLab 1K-5K Internet Software & Services

GitLab is hiring a Senior TA Technology Specialist to own and evolve the talent acquisition technology stack, including ATS operations, integrations, AI automation, and governance for recruiting at scale.

LLM
1 hour, 33 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers