Full-Time

Contribution Trade Operations Associate

Human Interest

Human Interest

501-1,000 employees

Employee retirement services

Data & Analytics

Compensation Overview

$0 - $4

Junior

Springville, UT, USA

Required Skills
Communications
Requirements
  • 2 years of experience in Accounting or the 401(k) industry
  • 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
  • Reconciliation skills preferred but not required
  • 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
  • Utah County, Utah (office in Lindon area)
  • Hybrid, in office 3 days per week

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.

Company Stage

Series D

Total Funding

$497.7M

Headquarters

San Francisco, California

Founded

2015

Growth & Insights
Headcount

6 month growth

-4%

1 year growth

2%

2 year growth

23%

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

INACTIVE