Conversion Document Specialist

4 hours, 58 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

  • Manage the flow of vital documentation from other recordkeepers to Human Interest.
  • Assist Customer Onboarding in establishing and organizing conversion plan transfer timelines.
  • Create and maintain relationships with other recordkeepers to improve the conversion client experience.
  • Accelerate the retrieval and allocation of retirement assets for new clients.
  • Quality-check incoming conversion documentation before delivery to the Conversion Analyst.
  • Assist Plan Administrators with prior recordkeeper communications needed to convert a retirement plan.
  • Monitor existing conversion plans to ensure assets are retrieved within the agreed timeline.

Requirements

  • 1+ years of experience working directly with incoming plan conversions in the retirement services sector.
  • 3+ years of experience in a relationship management or elevated customer service role.
  • Very strong written and verbal communication skills.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously.
  • Meticulous attention to detail and the ability to spot discrepancies others may miss.
  • A passion for process improvement and identifying inefficiencies.
  • A positive, collaborative team-player mindset.

Benefits

  • Base salary of $21.73 to $26.45 per hour, depending on location, skills, and experience.
  • Potential additional compensation such as bonuses, commissions, and equity.
  • Dollar-for-dollar 401(k) employer match up to 4%, immediately vested, with $0 plan fees.
  • Top-of-the-line health, dental, and vision insurance.
  • Competitive time off and parental leave.
  • Monthly work-from-home stipend and quarterly lifestyle stipend.
  • Enhanced mental health support, fertility benefits, and student loan resources.
  • Access to financial wellness tools and engaging team-building experiences.

Interested in this position?

Apply directly on the company website

Apply Now

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