[Remote] Recordkeeping Operations Associate at Human Interest

Lindon, Utah, 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

Meticulous attention to detail
Capacity to plan ahead and meet performance goals
Effective communication skills, both written and verbal
Ability to perform at high efficiency in a fast-paced environment
Strong sense of task ownership
Determination to overcome challenges
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
Desire to actively participate on a highly engaged team
Consistently Exceeds Expectations in your current role
2-3 years' experience within operations of 401(k), banking, or related financial field preferred
Nice to have
Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)
Prior experience with institutional trading or custodial operations
Prior experience processing corporate actions, fund swaps

Responsibilities

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
Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs
Trace transaction information through the recordkeeping lifecycle
Identify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvements
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

Skills

Key technologies and capabilities for this role

401(k) administrationtransaction processingaccount reconciliationdata integrityretirement plan operationsfinancial operations

Questions & Answers

Common questions about this position

What does the Recordkeeping Operations team do?

The team ensures accurate and timely processing of all 401(k) plan transactions, manages daily operations across multiple retirement platforms, handles complex account reconciliations, and works closely with Operations teams to maintain data integrity.

What are the daily responsibilities of a Recordkeeping Operations Associate?

Daily tasks include reviewing and reconciling account data, becoming an expert in 3-4 operational processes, providing transactional assistance to Ops teams, tracing transactions through the recordkeeping lifecycle, identifying and solving operational challenges, assisting with task triaging, and contributing to team improvement initiatives.

What kind of team culture is there in Recordkeeping Operations?

Team members are process-driven problem solvers who take ownership of their work, support broader operational initiatives, maintain high service standards, improve efficiency, and develop expertise across multiple operational areas as the company scales.

Is this Recordkeeping Operations Associate role remote?

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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