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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.
Job Responsibility:
Ensure 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 Disbursement Checks
1099-R Corrections
Portfolio Rebalancing
Money Movement Escalations
Partner with our front-office teams in answering employee requests and questions about the Human Interest 401(k) plan, and ensure that all response and resolution SLAs are met
Conceptualize and implement process efficiencies in partnership with product team to improve the 401(k) servicing processes and opportunities
Use discretion and advanced knowledge of Human Interest systems and 401(k) regulation to problem-solve complex issues
Respond to potentially complex escalating 401(k) service issues
Implement and maintain privacy processes and trainings to ensure discreet processing including but not limited to: HIPAA
Fiduciary Training
Serve as a resource to support the broader Financial Operations team with operational processing, program management, and business analysis
Requirements:
2+ years of 401(k) money movement or operational experience
Bachelor’s degree OR equivalent experience preferred
Meticulous attention to detail
Capacity to organize and meet performance goals
Effective communication skills, both written and verbal
Advanced Excel skills
Ability to perform at high efficiency in a fast-paced environment
Strong sense of task ownership
Determination to overcome challenges
Ability to identify and communicate process improvements
Desire to actively participate on a highly engaged team
“Team Player” attitude
Must be located in Utah
What we offer:
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