Recordkeeping Operations Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the daily administration of clients’ 401(k) plans.

• Oversee manual trades and trade funding, corporate actions, plan asset maintenance, distributions, reversals, source corrections, and NAV monitoring.

• Execute and reconcile securities trades, corporate actions, distributions, cash, and fund transactions.

• Review and reconcile participant account information along with Human Interest operating, custodial, and suspense accounts.

• Make corrections to ensure the accuracy of the recordkeeping ledger.

• Address complex undocumented edge cases and critical escalations.

• Revise Standard Operating Procedures based on resolved cases.

• Provide advanced transactional support to other Operations teams during peak periods and urgent business needs.

• Contribute to initiatives aimed at team improvement and scalable cross-functional solutions.

⛳️ Requirements

• Demonstrated ability to trace intricate 401(k) transactions and asset movements throughout the entire recordkeeping lifecycle.

• 2–3 years of experience in 401(k) operations.

• High-efficiency performance in a fast-paced environment.

• Keen attention to detail and a strong commitment to quality standards.

• Outstanding written and verbal communication skills.

• Capability to utilize AI and automation tools effectively.

• Proven success in overcoming complex challenges.

• Ability to plan proactively and consistently achieve performance goals.

• Strong skill in identifying and communicating process enhancements.

• In-depth understanding of Human Interest’s recordkeeping product.

• Strong alignment with Human Interest’s Operating Principles.

• Consistent history as a top performer in a current Human Interest position.

• Bachelor’s degree or equivalent experience (preferred).

• ASPPA QKA Certification or equivalent (preferred).

• Advanced proficiency in Microsoft Excel or basic SQL (preferred).

🏝️ Benefits

• Dollar-for-dollar 401(k) employer match up to 4% of compensation, fully vested, with no plan fees.

• Health, dental, and vision insurance coverage.

• Competitive time off and parental leave policies.

• Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center.

• Enhanced mental health support through Lyra for employees and their dependents.

• Carrot fertility healthcare and family-forming benefits.

• Candidly student loan resources provided.

• Monthly stipend for working from home.

• Quarterly lifestyle stipend available.

• Opportunities for team-building experiences, virtual social events, and team offsite activities.