Recordkeeping Operations Associate Jobs

Human Interest

Location:
United States, Lindon, Utah or United States

Category:
Finance

Contract Type:
Not provided

Salary:

23.61 - 28.00 USD / Hour

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Job Description:

As a Recordkeeping Operations Associate at Human Interest, you'll play a vital role in our mission to make retirement savings accessible to all working Americans. You'll support the day-to-day administration of our clients' 401(k) plans, ensuring transactions are completed accurately and on time. This position sits at the intersection of operational excellence and financial empowerment, requiring both meticulous attention to detail and a passion for helping small and medium-sized businesses provide retirement benefits to their employees. By managing retirement account data, reconciling transactions, and serving as a knowledge expert for internal stakeholders, you'll directly contribute to making retirement plans more accessible and manageable for businesses across the United States.

Job Responsibility:

Review and reconcile account data within both retirement accounts and HI operating accounts
Become an expert in 3-4 operational processes and serve as an advanced source of knowledge for HI stakeholders
Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs
Trace transaction information through the recordkeeping lifecycle
Identify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvements
Assist triaging incoming assignments to teammates
Contribute to team improvement initiatives and projects
Handle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalations issues

Requirements:

Meticulous attention to detail
Capacity to plan ahead and meet performance goals
Effective communication skills, both written and verbal
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
Ability to trace various types of 401(k) transactions through the recordkeeping lifecycle to identify root cause of reconciliation or recordkeeping errors
Desire to actively participate on a highly engaged team
Consistently Exceeds Expectations in your current role
2-3 years' experience within operations of 401(k), banking, or related financial field preferred

Nice to have:

Strong understanding of Portfolio Management concepts (Positions, Trades, Securities)
Prior experience with institutional trading or custodial operations
Prior experience processing corporate actions, fund swaps, or trade settlement reconciliation
ASPPA RPF certificate or QKA credentials

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
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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

Additional Information:

Job Posted:
December 09, 2025

Employment Type:

Fulltime

Work Type:

Remote work

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Recordkeeping Operations Associate