Back to jobs

Recordkeeping Operations Associate

United States, Remote

hi-logo

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 applicantaccommodations@humaninterest.com.

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

Create a Job Alert

Interested in building your career at Human Interest? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Human Interest’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.