Terminations and Deconversions Analyst

About the role

As an Operations Analyst you will support the transition of our clients' 401(k) plans to new recordkeepers or closing out accounts. You will ensure the accurate and timely execution of all business tasks during the transition. You will partner with other key teams in the organization to obtain the clients needs and requests during the transition. You will communicate the issues and the ways to correct them. Additionally, supporting the transactional needs of our clients. What you get to do every day Manage an individual caseload of terminating and deconverting plans in SalesForce and Jira Create and monitor ticketing activity between multiple operational teams, ensuring SLAs are met Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers Ensuring all documentation related to plan termination/deconversion is in good order, verifying last payroll and blackout dates Partnering with internal teams to complete the full client account closure Configure a variety of termination activities across multiple HI systems Reconciliation activities to capture cash/fund imbalances Financial transaction activity including plan liquidation, cash movements, processing dividends and quality review of team transactions Plan audit activities, including validation of payroll processing up to and not beyond agreed upon dates, ensuring transactions are accurate up to termination/liquidation date Preparing reports for the new recordkeeper within Snowflake and HEX Researching ROTH Basis amounts and updating accordingly Researching and answering follow up questions from the plan sponsor and/or new recordkeeper Conduct root cause analysis to provide suggestions on how to reduce churn This position's duties and assignments are subject to modification based on organizational needs. What you bring to the role Bachelors Degree 3+ years in retirement services or account management Exceptional accuracy and attention to detail Outstanding communications skills for internal, external and client facing communications Ability to successfully manage multiple deadlines and Advanced Excel skills Proficient analytical analysis Exceptional research skills Why you will love working at Human Interest Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We've made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. They reflect Human Interest's unique view on what's important and what's right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest. Customer obsession : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self! An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness. Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position.

Benefits

Additional Information

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it's 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. We're a high-growth fintech company changing the retirement industry. We are backed by a number of investors. This includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock , TPG (The Rise Fund) , SoftBank, Glynn Capital , NewView Capital, USVP, Wing, Uncork, and more.

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