[Remote] Contribution Trade Operations Associate at Human Interest

United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Retirement ServicesIndustries

Requirements

1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
Strong attention to detail
Good organizational skills
Clear communication skills, both verbal and written
Ability to work efficiently in a fast-paced environment
Comfortable working both independently and as part of a team
Strong aptitude for working with numbers
Time management skills to prioritize tasks effectively
Basic problem-solving abilities
Interest in research and learning
Willingness to identify and suggest process improvements
Nice to have
Bachelor's Degree
Basic reconciliation skills

Responsibilities

Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts
Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays
Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes
Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency
Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes
Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables

Skills

Key technologies and capabilities for this role

payroll processingdata verificationprocess optimizationtroubleshootingintegrationsworkflow improvementautomationdata analysiscompliancemetrics reportingcross-functional collaboration

Questions & Answers

Common questions about this position

What does the Contribution Trade Operations Associate do every day?

You will review data for accuracy, process contributions timely, identify and correct discrepancies, support team collaboration to resolve inquiries, and gain proficiency in operational processes.

What skills are needed for this role?

The role requires being organized, detail-oriented, and adaptable, with skills in troubleshooting integration issues, maintaining accurate records, and collaborating with teams.

What is the team structure like for Contribution Trade Operations?

The team reviews and verifies customer data for accuracy and compliance, improves workflows, resolves issues through analysis, collaborates cross-functionally, shares insights, and manages projects.

Is this role remote or office-based?

This information is not specified in the job description.

What is the salary or compensation for this position?

This information is not specified in the job description.

Human Interest

Simplifies retirement savings plans for businesses

About Human Interest

Human Interest simplifies the setup and management of retirement savings plans for small to medium-sized businesses. It offers a unique 401(k) plan that provides a 3% cash back on employee contributions, encouraging savings for employees earning $60,000 or less annually. The company handles all aspects of 401(k) plan administration, including syncing with payroll, processing contributions, and managing compliance testing and IRS paperwork, allowing businesses to focus on their core operations. Human Interest stands out from competitors by offering transparent pricing with no transaction fees, making it more affordable than traditional retirement benefits. Additionally, it provides financial education through its (k)ickstart™ classroom, which includes a free course for first-time savers, along with award-winning customer service and a mobile-friendly experience.

San Francisco, CaliforniaHeadquarters

2015Year Founded

$561.2MTotal Funding

DEBTCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

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

Risks

Increased competition from established financial institutions may pressure market share.

Rapid expansion into Utah could strain resources and operational capacity.

Reliance on technology makes Human Interest vulnerable to technological failures or disruptions.

Differentiation

Human Interest offers a unique 3% cash back on employee 401(k) contributions.

The company provides end-to-end administration, including compliance and IRS paperwork handling.

Human Interest charges clear, affordable pricing with zero transaction fees for businesses.

Upsides

The SECURE 2.0 Act could expand Human Interest's customer base among small businesses.

Partnership with BlackRock enhances credibility and provides resources for market expansion.

Increased demand for digital financial services boosts Human Interest's technology-driven approach.

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