Recordkeeping Operations Associate
Human Interest
full-time
Posted on:
Location Type: Remote
Location: Remote • Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $2,361 - $2,800 per month
Job Level
JuniorMid-Level
About the role
- 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
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
- Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)
Benefits
- A 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 fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
401(k) transactionsrecordkeeping lifecycleoperational processestransactional assistanceprocess improvementsreconciliationportfolio managementfinancial analysisdata analysisproblem-solving
Soft skills
attention to detaileffective communicationtask ownershipdeterminationcollaborationplanningadaptabilityteamworkinitiativeperformance goals