Recordkeeping Operations Associate

About the role

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. The Recordkeeping Operations team ensures accurate and timely processing of all 401(k) plan transactions at Human Interest. We manage daily operations across multiple retirement platforms, handle complex account reconciliations, and work closely with Operations teams to maintain data integrity. Our team members are process-driven problem solvers who take ownership of their work while supporting broader operational initiatives. As we continue to scale, we focus on maintaining high service standards, improving efficiency, and developing expertise across multiple operational areas. What you get to do every day 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 What you bring to the role 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

Requirements

• 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
• Why you will love working at Human Interest
• 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 decisio

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at humaninterest? Share your experience