Human Interest

Recordkeeping Operations Associate

United States, Remote

Sponsorship not specified$24k-$28kDetected 14 days ago

ComplianceCommunicationCollaboration

About the role

As a Recordkeeping Operations Associate at Human Interest, you'll play a vital role in our mission to make retirement savings accessible to all working Americans.
By managing retirement account data, reconciling transactions, and serving as a knowledge expert for internal stakeholders, you'll directly contribute to making retirement plans more accessible and manageable for businesses across the United States.
The Recordkeeping Operations team ensures accurate and timely processing of all 401(k) plan transactions at Human Interest.

You'll support the day-to-day administration of our clients' 401(k) plans, ensuring transactions are completed accurately and on time.
Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs
Identify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvements

Ability to identify and communicate process improvements
Ability to trace various types of 401(k) transactions through the recordkeeping lifecycle to identify root cause of reconciliation or recordkeeping errors.

Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)
Prior experience with institutional trading or custodial operations.
Prior experience processing corporate actions, fund swaps, or trade settlement reconciliation.
ASPPA RPF certificate or QKA credentials
Why you will love working at Human Interest
You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide.
We value hard work and recognize that our team's contributions are key to our continued success.
Our operating principles define how we work together as a team.

At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position.
We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $23.61 - $28.00 per hour and represents the minimum in our lowest geographic region to a maximum in our highest geographic region.
The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience.
At Human Interest, base salary is one component of the overall total rewards package.
Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.
In compliance with applicable laws, we do not inquire about salary history, or about criminal history prior to a conditional offer of employment.
Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position.

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
Too often, it's because they are employed by a company that doesn't offer a retirement plan.
Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
We're a high-growth fintech company changing the retirement industry.
At Human Interest, base salary is one component of the overall total rewards package.
Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.

Review and reconcile account data within both retirement accounts and HI operating accounts
Become an expert in 3-4 operational processes and serve as an advanced source of knowledge for HI stakeholders
Trace transaction information through the recordkeeping lifecycle
Assist triaging incoming assignments to teammates
Contribute to team improvement initiatives and projects
Handle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalations issues
Meticulous attention to detail
Capacity to plan ahead and meet performance goals
Ability to perform at high efficiency in a fast-paced environment
Strong sense of task ownership
Determination to overcome challenges

This listing is sourced directly from Human Interest's careers page and normalized into a canonical job model.