Recordkeeping Operations Associate
About the role
You'll play a vital role in our mission to make retirement savings accessible to all working Americans. You'll support the day-to-day administration of our clients' 401(k) plans, ensuring transactions are completed accurately and on time. This position sits at the intersection of operational excellence and financial empowerment, requiring both meticulous attention to detail and a passion for helping small and medium-sized businesses provide retirement benefits to their employees.
About the team
The Recordkeeping Operations team ensures accurate and timely processing of all 401(k) plan transactions at Human Interest. We manage daily operations across multiple retirement platforms, handle complex account reconciliations, and work closely with Operations teams to maintain data integrity. Our team members are process-driven problem solvers who take ownership of their work while supporting broader operational initiatives. As we continue to scale, we focus on maintaining high service standards, improving efficiency, and developing expertise across multiple operational areas.
What you get to do every day
- 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
- Absorb and contribute to team improvement initiatives and projects
- Handle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalated issues
What you bring to the role
- 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
Nice to have
- Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)
- Prior experience with institutional trading or custodial operations.
- Prior experience processing corporate actions, fund swaps, or trade settlement reconciliation.
- ASPPA RPF certificate or QKA credentials
Why you will love working at Human Interest
We're tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We've made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.
Compensation
At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the U.S. The base salary for this position spans $23.61 - $28.00 per hour and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary we offer to a new employee within this range is based on their location within the U.S., their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered. All of our employees are offered a robust suite of physical, financial, and mental wellness benefits.
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.
Additional Information
We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors, including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.