401k Benefits Processing Associate

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. Nearly half of all working Americans are not saving enough for their future 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.

Our values (the guiding principles that reflect our view on what’s important and what’s right): In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

As a member of the Benefits Processing Operations team, you will act as a force multiplier on the operations side of a rapidly-scaling startup. Process-driven and people-focused - you are organized, friendly and flexible. As a Benefits Processing Operations Specialist on our Financial Operations team, you get to support the day-to-day administration of our clients’ 401(k) plans and ensure accurate and timely financial transactions. Part organizational whiz, part detail ninja, you may be early in your career, but you are methodical, responsible, and eager to make a great impact at an early-stage startup.

What you get to do every day

• Ensure the day-to-day functions of our clients’ 401(k) plans are operating seamlessly by performing key plan benefit services including; distributions, rollins, and loans
• Adapt to an ever changing environment of a startup company
• Create new processes to service rollin, loan, and distribution requests
• Perform complex technical duties such as liquidation of funds, generation of amortization schedules, and compliance reviews of 401(k) tasks
• Use knowledge from the industry, 401k regulations, Human Interest policies, and procedures to make decisions to resolve complex issues for our clients.
• Meet all processing SLA’s associated with IRS, DOL and SEC guidelines
• Work cross-functionally with Customer Success, Implementation, Plan Compliance, Product and Engineering teams to address high priority customer inquiries
• Work with vendors to address client issues  
• Serve as the subject matter expert on operational processes for both internal and external stakeholders

What you bring to the role

• 2+ years of experience working in the 401k industry
• Experience with loan/distribution processing
• Reconciliation skills 
• Meticulous attention to detail
• Strong organizational skills 
• Strong communication skills
• Ability to perform at high efficiency in a fast-paced environment 
• Work well on teams as well as independently  
• Good with numbers 
• Time management skills
• Problem solving skills
• Passion for research
• Ability to identify and communicate process improvements
• Strong expertise in Excel
• Bachelor’s degree OR equivalent experience

Preferred Experience

• Experience working in G Suite
• Experience using Salesforce 
• QKA or other relevant retirement industry certification

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

Why you will love working at Human Interest

Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.

Compensation - The hourly range for this role is between $21 - $27. This information reflects a base hourly range for this position based on current market data, and may vary by location. Exact compensation will be determined by the candidates' skills, experience, and other relevant factors. This position may also be eligible for additional incentives such as equity awards, short-term incentives, or sales compensation.

Benefits - 

• A great 401(k) plan: our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation. 
• Employees also receive 100% paid employee health, vision, and dental premiums; dependent premiums are covered at 50%. 
• Generous PTO and parental leave policies.
• Monthly work from home stipend; annual wellness stipend.
• Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech.
• Fun online and regional events and celebrations and department and company-wide offsites.
• The vast majority of our positions can be 100% remote.

About Human Interest: 

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a Top Company by Y Combinator, we’ve raised $337M and are backed by leading investors, including TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Inclusive collaboration makes us a better business

Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines. See more: https://humaninterest.com/disclosures