Job Description

Role Description

As a member of the Benefits Processing Team, you will play a key role in managing participant distributions from their 401(k) accounts in a fast-paced and growing environment. Organized, detail-oriented, and adaptable, you will ensure accurate and timely processing of participant distributions while helping to refine and improve processes. You will gain in-depth knowledge of 401(k) systems and integrations to ensure distributions are processed correctly and on schedule. Your responsibilities will also include troubleshooting system issues, maintaining accurate records, and collaborating with internal teams to optimize workflows, track trends, and communicate key metrics.

What you get to do every day

• Ensure all data is carefully reviewed for accuracy, identifying and escalating discrepancies to maintain accurate and compliant customer accounts.
• Consistently and promptly process participant distributions, meeting deadlines and ensuring distributions are correctly applied without delays.
• Proactively identify and resolve discrepancies, ensuring high-quality, consistent data for reporting and operational purposes.
• Facilitate smooth communication between teams to quickly resolve customer inquiries, while contributing ideas to streamline workflows and enhance operational efficiency.
• Develop proficiency in the company's operational processes, becoming a trusted resource for day-to-day support and offering insights for process improvement.
• Contribute to the successful completion of key projects by delivering tasks on time, supporting project leads, and maintaining high-quality standards in all deliverables.

Qualifications

• 1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
• Strong attention to detail
• Good organizational skills
• Clear communication skills, both verbal and written
• Ability to work efficiently in a fast-paced environment
• Comfortable working both independently and as part of a team
• Strong aptitude for working with numbers
• Time management skills to prioritize tasks effectively
• Basic problem-solving abilities
• Interest in research and learning
• Willingness to identify and suggest process improvements

Nice to have

• Bachelor's Degree
• Basic reconciliation skills

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 Description

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, including 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.

Job Tags

Similar Jobs