23.61–28 USD / hour
Recordkeeping Operations Associate
OperationsOn-site — Lindon, UT
Published on 2026-10-02
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About this role
The Recordkeeping Operations Associate will manage day-to-day administration of clients' 401(k) plans, focusing on executing and reconciling financial transactions. This position requires attention to detail and sound judgment in maintaining retirement plan accuracy.
About the company
Human Interest is a technology-driven company that provides affordable and easy-to-manage 401(k) retirement plans for small and medium-sized businesses, helping them offer valuable retirement benefits to their employees.
The team
Recordkeeping Operations team
What you'll do
- Manage recordkeeping functions and complex assignments
- Execute review and reconciliation of account data
- Resolve complex escalations and update procedures
- Provide transactional assistance during high volume periods
- Drive team improvement initiatives
- Collaborate on scalable process improvements
What we're looking for
- 2–3 years of experience in 401(k) operations
- Proven ability to trace complex transactions
- High attention to detail and quality standards
- Exceptional communication skills
- Eager to use AI and automation tools
- Strong planning and performance tracking abilities
Nice to have
- Bachelor’s degree or equivalent experience
- ASPPA QKA Certification or equivalent
- Power-user in Microsoft Excel or basic SQL
Benefits
- 401(k) with employer match
- Top health, dental, and vision plans
- Unlimited access to financial tools and professionals
- Mental health support
- Fertility healthcare benefits
- Student loan resources
- Monthly work-from-home stipend
- Team-building experiences