Adjustments Analyst

Human Interest

Adjustments Analyst handling customer transactions and account data for 401(k) plans at Human Interest. Becoming a key resource for operational processes and collaborating with internal teams.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $28 - $30 per hourWebsite

About the role

Key responsibilities & impact

Review and reconcile 401(k) related customer and account data.
Process customer transactions including but not limited to contributions and distributions.
Become an expert at operational processes and a source of knowledge for internal stakeholders.
Build process and policy documentation.
Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs.
Complete assignments within SLA and adhere to high-quality standards.
Trace transaction information through the recordkeeping lifecycle to identify root cause.
Problem-solve and propose solutions.

Requirements

What you’ll need

Bachelor’s degree OR equivalent experience preferred.
Meticulous attention to detail.
Capacity to organize and meet performance goals.
Effective communication skills, both written and verbal.
Advanced Excel skills.
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.
Desire to actively participate on a highly engaged team.
2+ years’ experience within operations of 401(k) or banking preferred.

Benefits

Comp & perks

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
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Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Excel401(k) processingtransaction reconciliationprocess documentationproblem-solvingdata analysistransaction trackingcustomer transaction processingoperational processesperformance goal management

Soft Skills

attention to detailorganizational skillseffective communicationtask ownershipdeterminationteam participationadaptabilitytime managementcollaborationcritical thinking

Certifications

Bachelor's degreeequivalent experience