401k Benefits Processing Associate

Human Interest

1d • $21 - $24

About The Position

Human Interest is looking for a financial operations associate to provide support on the Human Interest 401(k) plan and serve as a subject matter expert in outgoing money movement, working closely with our Operations, Technology, and Customer Success teams to drive efficiencies and improve the experience across all Human Interest customers.

Requirements

• 2+ years of 401(k) money movement or operational experience
• 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.
• “Team Player” attitude

Responsibilities

• Ensure the the Human Interest 401(k) plan operates seamlessly and complies with all SLAs and regulatory guidelines relating to money movement including, but not limited to:
• Distribution Trading and Review
• Roll-ins
• Loans
• Stale Disbursement Checks
• 1099-R Corrections
• Portfolio Rebalancing
• Money Movement Escalations
• Partner with our front-office teams in answering employee requests and questions about the Human Interest 401(k) plan, and ensure that all response and resolution SLAs are met
• Conceptualize and implement process efficiencies in partnership with product team to improve the 401(k) servicing processes and opportunities
• Use discretion and advanced knowledge of Human Interest systems and 401(k) regulation to problem-solve complex issues
• Respond to potentially complex escalating 401(k) service issues
• Implement and maintain privacy processes and trainings to ensure discreet processing including but not limited to
• HIPAA
• Fiduciary Training
• Serve as a resource to support the broader Financial Operations team with operational processing, program management, and business analysis.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees