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Salary: USD 23.61 - 28 / hourly
Human Interest is a high-growth fintech company on a mission to make retirement savings accessible to all working Americans. The company has raised approximately $500 million from top-tier investors including BlackRock, TPG (The Rise Fund), SoftBank, and others.
As a Recordkeeping Operations Associate, you will play a crucial role in the day-to-day administration of clients' 401(k) plans. You will execute and reconcile financially material transactions including securities trades, corporate actions, distributions, and cash and fund reconciliations with meticulous attention to detail and in full compliance with regulations.
Key responsibilities include:
- Managing a varied workload across multiple recordkeeping functions such as manual trades and trade funding, corporate actions and plan asset maintenance, distributions and reversals, source corrections, and NAV monitoring
- Executing precise review and reconciliation of account data across participant retirement accounts and Human Interest operating, custodial, and suspense accounts
- Autonomously navigating and resolving complex, undocumented edge cases and critical escalations, transforming these into clear Standard Operating Procedure updates
- Providing advanced transactional assistance to other Operations teams during high-volume periods, product development, or priority business needs
- Contributing to and driving team improvement initiatives
- Working cross-functionally to improve processes and develop scalable solutions
The Recordkeeping Operations team manages precise and timely execution of complex retirement plan transactions across multiple platforms. Team members thrive on continuous improvement and elite execution, with a focus on maintaining high service standards, optimizing workflows, and strengthening controls that keep recordkeeping accurate.
Requirements:
- 2–3 years of experience within 401(k) operations
- Proven ability to trace complex 401(k) transactions and asset movements through the entire recordkeeping lifecycle to confidently pinpoint and resolve reconciliation or data errors
- High efficiency output in a fast-paced environment, backed by meticulous attention to detail and an uncompromising commitment to quality standards
- Exceptional written and verbal communication skills, paired with an eager desire to actively participate in a vocal, highly collaborative team culture
- Excitement to leverage AI and automation tools to optimize repetitive tasks
- Demonstrated success in overcoming complex challenges
- Proven ability to plan ahead and consistently meet performance goals
- Strong aptitude for identifying and communicating process improvements
- Deep understanding of the expected behavior of Human Interest's recordkeeping product
- Strong demonstration of Human Interest's Operating Principles in daily work
- Consistent history as a top performer in current Human Interest role
Nice to have:
- Bachelor's degree or equivalent experience
- ASPPA QKA Certification or equivalent
- Power-user status in Microsoft Excel or basic SQL to efficiently trace and reconcile large datasets
