Note The job is a remote job and is open to candidates in USA. Human Interest is a high-growth fintech company focused on making retirement benefits accessible to all working Americans. As a Recordkeeping Operations Associate, you will support the administration of clients' 401(k) plans by ensuring accurate transaction processing and contributing to operational excellence. Responsibilities 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 Skills 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 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 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. Company Overview Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https//humaninterest.com.