Recordkeeping Ops Specialist – 401(k) Fintech

Human Interest; Lindon (UT); On-site; USD 49,000 - 58,000; Full time

Benefits offered by this job

401(k) match

Health insurance

WFH stipend

Job summary

Human Interest is seeking a Recordkeeping Operations Associate to support day-to-day administration of client 401(k) plans, executing and reconciling transactions with accuracy and timeliness. You will manage a varied workload across recordkeeping functions, review data, and resolve complex edge cases, documenting your work for audit readiness.

This role suits a detail-oriented teammate with 2–3 years in 401(k) operations, strong communication, and a keen interest in applying AI and automation

Qualifications

• 2–3 years of experience within 401(k) operations.
• Proven ability to trace complex 401(k) transactions and asset movements.
• Excellent written and verbal communication.
• Willingness to adopt AI and automation to optimize repetitive tasks.

Responsibilities

• Manage a varied workload across multiple recordkeeping functions, including manual trades and corporate actions.
• Execute precise review and reconciliation of account data across client accounts.
• Resolve highly complex edge cases and document SOP updates.
• Provide transactional assistance to other Ops teams during high volume periods.
• Contribute to team improvements and scalable process development.
• Collaborate cross-functionally to improve processes.

Skills

Attention to detail

Strong communication skills

AI/automation adoption

Tools

Excel

SQL (basic)

Job description

Human Interest is seeking a Recordkeeping Operations Associate to support day-to-day administration of client 401(k) plans, executing and reconciling transactions with accuracy and timeliness. You will manage a varied workload across recordkeeping functions, review data, and resolve complex edge cases, documenting your work for audit readiness.

This role suits a detail-oriented teammate with 2–3 years in 401(k) operations, strong communication, and a keen interest in applying AI and automation