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Recordkeeping Operations Associate

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Human Interest

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Location:
United States , Lindon, Utah or United States

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Category:
Finance

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Contract Type:
Not provided

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Salary:

23.61 - 28.00 USD / Hour
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Job Description:

As a Recordkeeping Operations Associate at Human Interest, 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. By managing retirement account data, reconciling transactions, and serving as a knowledge expert for internal stakeholders, you'll directly contribute to making retirement plans more accessible and manageable for businesses across the United States.

Job Responsibility:

  • 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
  • Assist triaging incoming assignments to teammates
  • Contribute to team improvement initiatives and projects
  • Handle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalations issues

Requirements:

  • 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
  • 2-3 years' experience within operations of 401(k), banking, or related financial field preferred

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
What we offer:
  • 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:

Job Posted:
December 09, 2025

Employment Type:
Fulltime
Work Type:
Remote work
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