Human Interest

Fintech

BenefitsProcessingAssociate

$43–58k ~AI est. Lindon, Utah, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“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.

Fintech
Problems you'll solve

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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