[Remote] Recordkeeping Operations Associate

Note: The job is a remote job and is open to candidates in USA. Human Interest is a high-growth fintech company focused on making retirement benefits accessible to all working Americans. As a Recordkeeping Operations Associate, you will support the administration of clients' 401(k) plans by ensuring accurate transaction processing and contributing to operational excellence.ResponsibilitiesReview and reconcile account data within both retirement accounts and HI operating accountsBecome an expert in 3-4 operational processes and serve as an advanced source of knowledge for HI stakeholdersProvide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needsTrace transaction information through the recordkeeping lifecycleIdentify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvementsAssist triaging incoming assignments to teammatesContribute to team improvement initiatives and projectsHandle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalations issuesSkillsMeticulous attention to detailCapacity to plan ahead and meet performance goalsEffective communication skills, both written and verbalAbility to perform at high efficiency in a fast-paced environmentStrong sense of task ownershipDetermination to overcome challengesAbility to identify and communicate process improvementsAbility to trace various types of 401(k) transactions through the recordkeeping lifecycle to identify root cause of reconciliation or recordkeeping errorsDesire to actively participate on a highly engaged teamConsistently Exceeds Expectations in your current role2-3 years' experience within operations of 401(k), banking, or related financial fieldStrong understanding of Portfolio Management concepts (Positions, Trades, Securities)Prior experience with institutional trading or custodial operationsPrior experience processing corporate actions, fund swaps, or trade settlement reconciliationASPPA RPF certificate or QKA credentialsBenefitsA great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan feesTop-of-the-line health plans, as well as dental and vision insuranceCompetitive time off and parental leaveAddition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellnessLyra: Enhanced Mental Health Support for Employees and dependentsCarrot: Fertility healthcare and family forming benefitsCandidly: Student loan resource to help you and your family plan, borrow, and repay student debtMonthly work-from-home stipend; quarterly lifestyle stipendEngaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.Company OverviewHuman Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://humaninterest.com.