Recordkeeping Operations Associate

Human Interest

Recordkeeping Operations Associate supporting the administration of 401(k) plans to enhance retirement savings accessibility at Human Interest. Collaborating with various stakeholders to ensure operational excellence.

Posted 6/15/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $24 - $28 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

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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Monthly work-from-home stipend; quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.

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Hard Skills & Tools

account reconciliationtransaction analysisoperational process expertiserecordkeeping lifecycleprocess improvement401(k) transaction tracingproblem-solvingdata analysistransactional assistancehigh volume operations

Soft Skills

attention to detaileffective communicationtask ownershipdeterminationcollaborationplanningadaptabilityteam participationperformance goal orientationinitiative