Operations Specialist (Recordkeeping Services)

HUB International • Austin, TX

36d • $70,000 - $75,000 • Hybrid

About The Position

The Operations Specialist supports the day-to-day operational functions of a financial services firm specializing in retirement plan recordkeeping. This role serves as a versatile “utility player,” assisting across multiple operational areas including distributions, plan sponsor communication, onboarding, fund changes, and general operations support. The ideal candidate is highly organized, adaptable, and comfortable managing multiple priorities in a fast-paced, detail-driven environment. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Requirements

• 2 plus years’ Experience in financial services operations, preferably within recordkeeping, retirement plans, or investment administration
• Adaptability and problem-solving
• Process-oriented mindset
• Team collaboration
• Time management and follow-through
• Client-focused service approach
• Strong attention to detail and commitment to accuracy
• Ability to manage multiple tasks and shifting priorities
• Strong written and verbal communication skills
• Proficiency with Microsoft Office (Excel preferred) and recordkeeping systems

Nice To Haves

• Experience with retirement plan recordkeeping (401(k), 403(b), etc.)
• Familiarity with distributions, plan onboarding, and fund change execution
• Experience working directly with plan sponsors or advisors
• Understanding of operational controls and financial services regulations

Responsibilities

• Provide general operational support for recordkeeping functions across retirement plans
• Assist with daily processing tasks to ensure accurate and timely account administration
• Support distribution processing, including reviewing requests and coordinating required documentation
• Execute fund changes, mapping updates, and plan-level investment modifications
• Communicate with plan sponsors and internal teams regarding operational requests and status updates
• Assist with onboarding new plans, including data setup, document review, and system configuration
• Support plan conversions, transitions, and ongoing maintenance activities
• Ensure operational activities are performed in accordance with internal procedures, regulatory requirements, and service-level standards
• Identify process gaps or inefficiencies and assist with implementing improvements
• Support audit requests, compliance reviews, and documentation needs
• Serve as a cross-functional resource, assisting in multiple operational areas as needed
• Coordinate with internal departments such as compliance, client service, technology, and finance
• Provide backup coverage for team members during peak periods or absences

Benefits

• $70,000-$75,000.00
• 6% yearly discretionary bonus
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 5,001-10,000 employees