Recordkeeping Operations Associate - Remote

Overview

As a Recordkeeping Operations Associate at Human Interest, you will support the administration of clients' 401(k) plans, ensuring transactions are completed accurately and on time, contributing to making retirement plans accessible for businesses across the United States.

In Short

• Review and reconcile account data within retirement accounts.
• Become an expert in operational processes.
• Provide transactional assistance to Operations teams.
• Identify and propose solutions for operational challenges.
• Contribute to team improvement initiatives.
• Handle varied workload of team tasks.
• Ensure high service standards and efficiency.

Requirements

• Meticulous attention to detail.
• Effective communication skills.
• Ability to perform efficiently in a fast-paced environment.
• 2-3 years experience in operations of 401(k) or financial field preferred.
• Strong understanding of Portfolio Management concepts.

Benefits

• 401(k) plan with employer match.
• Top health, dental, and vision insurance.
• Generous PTO and parental leave policies.
• Monthly work-from-home stipend.
• Employee Resource Groups and fun events.