We listened and built what employers actually need - a new standard for retirement. That's why we launch 1 in 3 new 401(k) plans, the most of any provider. Backed by SoftBank VF and Y Combinator.
About the role
As a Recordkeeping Operations Associate at Human Interest, you play a crucial role in advancing our mission to make retirement savings accessible to all working Americans. You support the day-to-day administration of our clients' 401(k) plans, executing and reconciling financially material transactions, including securities trades, corporate actions, distributions, and cash and fund reconciliations, accurately, on time, and in compliance. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Proven ability to trace complex 401(k) transactions and asset movements through the entire recordkeeping lifecycle to confidently pinpoint and resolve reconciliation or data errors
- 2–3 years of experience within 401(k) operations
- High efficiency output in a fast paced environment, backed by meticulous attention to detail and an uncompromising commitment to quality standards
- Exceptional written and verbal communication skills, paired with an eager desire to actively participate in a vocal, highly collaborative team culture
- Excitement to leverage AI and automation tools to optimize repetitive tasks, allowing you to free up bandwidth for complex problem-solving and best-in-class service
- Demonstrated success in overcoming complex challenges
More about this role
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
More than half of all working Americans are not saving enough for their future. Too often, it’s because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium-sized businesses to offer employees a path to financial independence through retirement savings.
We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.
As a Recordkeeping Operations Associate at Human Interest, you play a crucial role in advancing our mission to make retirement savings accessible to all working Americans. You support the day-to-day administration of our clients' 401(k) plans, executing and reconciling financially material transactions, including securities trades, corporate actions, distributions, and cash and fund reconciliations, accurately,...
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