[Remote] Terminations and Deconversions Analyst at Human Interest

Lindon, Utah, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Bachelor's Degree
3+ years in retirement services or account management
Exceptional accuracy and attention to detail
Outstanding communications skills
Ability to successfully manage multiple deadlines
Advanced Excel skills
Proficient analytical analysis
Exceptional research skills

Responsibilities

Manage terminating and deconverting plans in SalesForce and Jira
Create and monitor ticketing activity between multiple operational teams
Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers
Ensure accurate and timely execution of business tasks during the transition
Partner with internal teams to complete full client account closure
Configure termination activities across multiple HI systems
Reconcile activities to capture cash/fund imbalances
Perform financial transaction activity, including plan liquidation, cash movements, and processing dividends
Prepare reports for new recordkeeper within Snowflake and HEX
Research ROTH Basis amounts and update accordingly
Research and answer follow-up questions from plan sponsor and/or new recordkeeper
Conduct root cause analysis to provide suggestions on how to reduce churn

Skills

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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