Conversion Document Specialist

Human Interest

3d • $22 - $26

About The Position

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
Social security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future 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.
Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right:
In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.
What you get to do everyday
Manage the flow of vital documentation from other recordkeepers to Human Interest
Assist Customer Onboarding in establishing and organizing conversion plan transfer timelines
Create and maintain relationships with other recordkeepers in order to improve the conversion client experience
Accelerate the retrieval and allocation of retirement assets for new clients
QA incoming conversion documentation prior to delivery to Conversion Analyst
Assist Plan Administrators with all prior recordkeeper communication required to convert a retirement plan
Monitor existing conversion plans to ensure assets are retrieved within the agreed timeline

Requirements

• 1+ years working in a position directly with incoming plan conversions in the retirement services sector
• 3+ years of experience in a relationship management or elevated customer service role
• Very strong written and verbal communication skills
• A passion for process; constantly on the lookout for inefficiencies that can be improved
• Strong organizational skills with the ability to manage multiple tasks at the same time
• Meticulous attention to detail - rarely making typos and noticing discrepancies that others would miss
• A passion for process; constantly on the lookout for inefficiencies that can be improved
• A positive attitude, a team player, and highly collaborative

Responsibilities

• Manage the flow of vital documentation from other recordkeepers to Human Interest
• Assist Customer Onboarding in establishing and organizing conversion plan transfer timelines
• Create and maintain relationships with other recordkeepers in order to improve the conversion client experience
• Accelerate the retrieval and allocation of retirement assets for new clients
• QA incoming conversion documentation prior to delivery to Conversion Analyst
• Assist Plan Administrators with all prior recordkeeper communication required to convert a retirement plan
• Monitor existing conversion plans to ensure assets are retrieved within the agreed timeline

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
• Education Level: No Education Listed