401k Benefits Processing Associate

Human Interest

Benefits Processing Associate managing participant distributions from 401(k) accounts. Ensuring accuracy and timely processing in a fast-paced fintech environment.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $21 - $24 per hourWebsite

About the role

Key responsibilities & impact

Ensure all data is carefully reviewed for accuracy, identifying and escalating discrepancies to maintain accurate and compliant customer accounts.
Consistently and promptly process participant distributions, meeting deadlines and ensuring distributions are correctly applied without delays.
Proactively identify and resolve discrepancies, ensuring high-quality, consistent data for reporting and operational purposes.
Facilitate smooth communication between teams to quickly resolve customer inquiries, while contributing ideas to streamline workflows and enhance operational efficiency.
Develop proficiency in the company's operational processes, becoming a trusted resource for day-to-day support and offering insights for process improvement.
Contribute to the successful completion of key projects by delivering tasks on time, supporting project leads, and maintaining high-quality standards in all deliverables.

Requirements

What you’ll need

1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
Strong attention to detail
Good organizational skills
Clear communication skills, both verbal and written
Ability to work efficiently in a fast-paced environment
Comfortable working both independently and as part of a team
Strong aptitude for working with numbers
Time management skills to prioritize tasks effectively
Basic problem-solving abilities
Interest in research and learning
Willingness to identify and suggest process improvements
Nice to have: Bachelor's Degree
Nice to have: Basic reconciliation skills.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Basic Reconciliation SkillsData ReviewDiscrepancy ResolutionOperational ProcessesParticipant Distributions

Soft Skills

Organizational SkillsProblem-Solving AbilitiesTeam CollaborationIndependent WorkResearch Interest

Certifications

Bachelor's Degree