AI-Driven 401(k) Recordkeeping Specialist

Human Interest; United States; Remote; USD 49,000 - 58,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Parental leave

Remote work stipend

Mental health support

Job summary

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. As a Recordkeeping Operations Associate, you will support the day-to-day administration of client 401(k) plans, execute and reconcile financially material transactions with accuracy, timeliness, and audit-ready documentation.

This role rewards meticulous attention to detail and strong judgment. You will work on a team responsible for complex transactions, fiduciary changes, and cash/fund

Qualifications

• 2–3 years of experience within 401(k) operations.
• Demonstrated accuracy and quality standards in financial processes.
• Comfort with cross-functional collaboration and process improvements.

Responsibilities

• Manage varied recordkeeping functions including trades, distributions, and reconciliations.
• Review and reconcile account data across participant accounts and custodial ledgers.
• Resolve edge cases and escalate as needed with SOP updates.
• Provide transactional support to other teams during peak periods.
• Contribute to team improvement initiatives and scalable solutions.
• Ensure compliance and audit readiness in daily activities.

Skills

401(k) operations

Attention to detail

Communication skills

Team collaboration

Automation tools

Education

Bachelor's degree OR equivalent

Tools

Excel

SQL basics

Job description

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. As a Recordkeeping Operations Associate, you will support the day-to-day administration of client 401(k) plans, execute and reconcile financially material transactions with accuracy, timeliness, and audit-ready documentation.

This role rewards meticulous attention to detail and strong judgment. You will work on a team responsible for complex transactions, fiduciary changes, and cash/fund