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Recordkeeping Operations Associate
Posted on 8/17/2022
INACTIVE
Locations
Remote • United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Research
Requirements
  • 1+ years of experience working in accounting
  • Reconciliation skills
  • Meticulous attention to detail
  • Strong organizational skills
  • Strong communication skills
  • Ability to perform at high efficiency in a fast-paced environment
  • Work well on teams as well as independently
  • Good with numbers
  • Time management skills
  • Problem solving skills
  • Passion for research
  • Ability to identify and communicate process improvements
  • Unrestricted right to work in the United States
  • 401(k) industry experience preferred
  • Bachelor's degree OR equivalent experience preferred
Responsibilities
  • Review and reconcile 401(k) related customer and account data
  • Process customer transactions such as contributions, loans, and adjustments
  • Problem-solve issues and double-check reports for discrepancies
  • Work cross-functionally with customer success, implementation, engineering, and compliance to address customer inquiries and improve processes to build a better product that is scalable as we continue to grow
  • Become an expert at operational processes and source of knowledge for internal stakeholders
  • Work on projects as needed
Human Interest

501-1,000 employees

Employee retirement services
Company Overview
Human Interest is making a more equitable financial future for generations to come by helping small and medium-sized businesses offer affordable, accessible 401(k) plans to their employees.
Benefits
  • Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation
  • Top-of-the-line health, dental, and vision, with employee premiums fully paid and dependent premiums 50% covered by Human Interest
  • Stock options for every employee
  • Generous PTO policy
  • HSA or FSA offering with an annual employer contribution
  • Short/Long-term disability and life insurance
  • Generous parental leave policy
  • Dollar-for-dollar match of employee donations to nonprofit 501(c)(3) organizations, up to $1,000 per year
  • Monthly work from home stipend
  • Annual wellness stipend
Company Values
  • In it for customers - We do everything to set our customers up for success because if they succeed, we succeed
  • Autonomous and accountable - We hire smart, motivated, flexible, fun-loving people who bring expertise, and we trust them to take ownership of their work
  • Inclusive collaboration - We bring diverse perspectives together and collaborate to move the industry forward
  • Decisive - We do our research and make smart decisions with confidence
  • Outcomes-driven - We focus on outcomes and measure our success against them