About the roleAs a member of the Benefits Processing Team, you will play a key role in managing participant distributions from their 401(k) accounts in a fast-paced and growing environment. Organized, detail-oriented, and adaptable, you will ensure accurate and timely processing of participant distributions while helping to refine and improve processes. You will gain in-depth knowledge of 401(k) systems and integrations to ensure distributions are processed correctly and on schedule. Your responsibilities will also include troubleshooting system issues, maintaining accurate records, and collaborating with internal teams to optimize workflows, track trends, and communicate key metrics.About the teamThis team ensures the accuracy and integrity of customer accounts, preventing compliance issues and distribution delays. They maintain a smooth distribution system, ensuring customer satisfaction, and contribute reliable data for internal reporting and decision-making. By identifying inefficiencies and collaborating with other teams, they streamline workflows and reduce response times. The team regularly analyzes processes, offering insights for improvement and recommending tools or workflow adjustments. They uphold high-quality standards, ensuring projects are completed on time and within budget, supporting the company’s long-term success and operational goals.What you get to do every dayEnsure all data is carefully reviewed for accuracy, identifying and escalating discrepancies to maintain accurate and compliant customer accounts.Consistently and promptly process participant distributions, meeting deadlines and ensuring distributions are correctly applied without delays.Proactively identify and resolve discrepancies, ensuring high-quality, consistent data for reporting and operational purposes.Facilitate smooth communication between teams to quickly resolve customer inquiries, while contributing ideas to streamline workflows and enhance operational efficiency.Develop proficiency in the company's operational processes, becoming a trusted resource for day-to-day support and offering insights for process improvement.Contribute to the successful completion of key projects by delivering tasks on time, supporting project leads, and maintaining high-quality standards in all deliverables.What you bring to the role1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)Strong attention to detailGood organizational skillsClear communication skills, both verbal and writtenAbility to work efficiently in a fast-paced environmentComfortable working both independently and as part of a teamStrong aptitude for working with numbersTime management skills to prioritize tasks effectivelyBasic problem-solving abilitiesInterest in research and learningWillingness to identify and suggest process improvementsNice to haveBachelor's DegreeBasic reconciliation skillsWhy you will love working at Human InterestHuman Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success.Join Human Interest and make a lasting impact by shaping the future of retirement.Our operating principles define how we work together as a team. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.Customer obsession: We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile.Long-Term Orientation: We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future.Autonomous and Accountable Teams: We trust our team members to take ownership and make smart decisions. We empower you to be your best self!An Escalating Bar for Talent and Performance: We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement.Fundamental Optimism: We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for greatness.Benefits - 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 feesTop-of-the-line health plans, as well as dental and vision insuranceCompetitive time off and parental leaveAddition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellnessLyra: Enhanced Mental Health Support for Employees and dependents Carrot: Fertility healthcare and family forming benefitsCandidly: Student loan resource to help you and your family plan, borrow, and repay student debtMonthly work-from-home stipend; quarterly lifestyle stipendEngaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
2 months ago