Recordkeeping Operations 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. 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 tech company changing the retirement industry. We are backed by a number of investors. Most recently, 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

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.

About the team

The Recordkeeping Operations team ensures accurate and timely processing of all 401(k) plan transactions at Human Interest. We manage daily operations across multiple retirement platforms, handle complex account reconciliations, and work closely with Operations teams to maintain data integrity. Our team members are process-driven problem solvers who take ownership of their work while supporting broader operational initiatives. As we continue to scale, we focus on maintaining high service standards, improving efficiency, and developing expertise across multiple operational areas.

What you get to do every day

• 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 lifecycleIdentify, 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 high escalations issues

What you bring to the role

• 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

Preferred Qualifications

• 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

How you can grow your career at Human Interest

As you master core operational processes and demonstrate consistent high performance, you may have the opportunity to advance to a Recordkeeping Operations Analyst role, tackling more complex challenges and helping shape operational strategy.

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.

Culture - Our operating principles define how we come together as a team to do our work. 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
• Long-term orientation
• Autonomous and accountable teams
• An escalating bar for talent and performance 
• Fundamental optimism 

Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The base salary for this position spans $23 - $28 and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.

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 fees
• Top-of-the-line health plans, as well as dental and vision insurance
• Generous PTO and parental leave policies
• 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
• 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 offsites
• The vast majority of our positions can be 100% remote
  

We’re a great place to work (but don’t take our word for it) 

Here’s a list of our awards and accolades:

• Certified as a Great Place To Work® (2023-2025)
• Fortune Best Place to Work in the Bay Area (2024)
• Best Places to Work by Built In (2023-2024)
• America’s Best Startup Employers by Forbes (2020-2022, 2024) 
• A Top Company by Y Combinator (2020-2023)
• Inc. Fastest Growing Companies (2021)

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.

We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at [email protected].

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