Human Interest
Fintech
BenefitsProcessingAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Benefits Processing Associate at Human Interest. Skills: 401(k) processing, Money movement, Process improvement. Process daily 401(k) requests. Execute outgoing operational transactions”
What You'll Achieve.
Improve service and efficiency; Meet all SLAs; Drive efficiencies; Improve customer experience; Deliver customer outcomes; Deliver business outcomes
Industry & Context.
Problem-solve complex issues
What They're Looking For.
Must Have
2+ years 401(k) money movement experience, 2+ years operational experience, Meticulous attention to detail, Capacity to organize, Meet performance goals, Effective communication skills, Advanced Excel skills, Ability to perform at high efficiency, Sense of task ownership, Determination to overcome challenges, Ability to identify process improvements, Ability to communicate process improvements
Nice to Have
Bachelor's degree OR equivalent experience
What You'll Do.
Process daily 401(k) requests
Execute outgoing operational transactions
Investigate client information
Ensure punctual processing
Maintain utmost confidentiality
Ensure discreet processing
Ensure money movement compliance
Handle Distribution Trading
Handle Distribution Review
Handle Stale Disbursement Checks
Handle 1099-R Corrections
Handle Portfolio Rebalancing
Handle Money Movement Escalations
Answer employee requests
Answer employee questions
Conceptualize process efficiencies
Implement process efficiencies
Problem-solve complex issues
Respond to escalating service issues
Implement privacy processes
Implement privacy trainings
Support Financial Operations team
Improve service efficiency
Identify opportunities for process improvement
Improve customer experience
Deliver customer outcomes
Deliver business outcomes
Serve on strategic projects
Serve on complex projects
Create foundation for growth
How You'll Work.
Team & Collaboration
Operations teams; Technology teams; Customer Success teams; Product team; Front-office teams; Financial Operations team
Communication Scope
Written communication; Verbal communication
Process & Methodology
Program management
Full Job 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. 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. About the role Human Interest is looking for a financial operations associate to provide support on the Human Interest 401(k) plan and serve as a subject matter expert in outgoing money movement, working closely with our Operations, Technology, and Customer Success teams to drive efficiencies and improve the experience across all Human Interest customers. About the team The Benefits Processing Associate, who reports to the Benefits Processing Operations Manager, is responsible for the daily processing of a diverse range of client 401(k) requests. This position entails executing outgoing operational transactions for Human Interest 401(k) plans, which includes comprehensive investigation of client information under high-pressure circumstances, while ensuring punctual processing. Given access to sensitive employee data across a substantial number of 401(k) plans, the ideal candidate will exhibit the utmost confidentiality, discretion, and stewardship. What you get to do every day Ensure the the Human Interest 401(k) plan operates seamlessly and complies with all SLAs and regulatory guidelines relating to money movement including, but not limited to: Distribution Trading and Review Roll-ins Loans Stale D
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