Human Interest · 2 months ago
Recordkeeping Operations Associate
United States
Full-time
Remote
Entry Level
$23.61/hr - $28/hr
2+ years expHuman Interest is a high-growth fintech company focused on making retirement savings accessible to all working Americans. As a Recordkeeping Operations Associate, you will support the administration of clients' 401(k) plans, ensuring accurate and timely transaction processing while contributing to the company's mission of financial empowerment for small and medium-sized businesses.
Employee BenefitsFinanceFinTechRetirementWealth Management
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
Qualification
Required
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
Preferred
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
Human Interest
Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$914.6MKey Investors
Morgan Stanley Tactical ValueBlackRockThe Rise Fund
2025-10-31Series Unknown· $100M
2025-08-04Series E· $50M
2024-07-17Series E· $242M
Leadership Team
Jeff Schneble
CEO
Ayaskant Sahu
Senior Engineering Manager
Recent News
2026-01-15
Soma Capital
2026-01-07
2026-01-06
Company data provided by crunchbase