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Recordkeeping Operations Associate

1 month, 1 week ago
United States
Full-time
Junior
Operations Specialist
Operations
Apply Now
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
View All Jobs 36

Description

  • Review and reconcile account data in retirement accounts and Human Interest operating accounts.
  • Become an expert in 3-4 operational processes and serve as a knowledge resource for internal stakeholders.
  • Provide transactional support to Operations teams during high-volume periods, interim product development, and other prioritized business needs.
  • Trace transaction information through the full recordkeeping lifecycle.
  • Identify operational issues, analyze root causes, and propose practical solutions in collaboration with team members.
  • Assist with triaging incoming assignments to teammates.
  • Contribute to team improvement initiatives and projects.
  • Handle a varied workload that includes complex assignments and escalated issues.

Requirements

  • 2-3 years of experience in 401(k), banking, or a related financial operations field.
  • Meticulous attention to detail.
  • Ability to plan ahead and meet performance goals.
  • Strong written and verbal communication skills.
  • Ability to perform efficiently in a fast-paced environment.
  • Strong sense of task ownership.
  • Determination to overcome challenges.
  • Ability to identify and communicate process improvements.
  • Ability to trace 401(k) transactions through the recordkeeping lifecycle and identify root causes of reconciliation or recordkeeping errors.
  • Consistently exceeds expectations in the current role.
  • Strong understanding of portfolio management concepts, including positions, trades, and securities (preferred).
  • Prior experience with institutional trading or custodial operations (preferred).
  • Prior experience processing corporate actions, fund swaps, or trade settlement reconciliation (preferred).
  • ASPPA RPF certificate or QKA credentials (preferred).

Benefits

  • Base salary of $23.61 - $28.00 per hour, depending on location, skills, and experience.
  • Additional compensation may include bonuses, commissions, and equity.
  • Dollar-for-dollar employer match up to 4% of compensation in the company 401(k), 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 through Lyra for employees and dependents.
  • Fertility healthcare and family-forming benefits through Carrot.
  • Student loan resources through Candidly.
  • 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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