Retirement Plan Recordkeeping Specialist

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

Benefits offered by this job

401(k) matching plan

Health, dental and vision insurance

Paid time off & parental leave

Wellness benefits

Job summary

Human Interest is seeking a Recordkeeping Operations Associate to help ensure accurate 401(k) plan administration for clients across the United States. You will execute and reconcile materially financial transactions, including securities trades, corporate actions, distributions, and cash/fund reconciliations with precision and audit-ready documentation.

In this fast-paced role, you’ll own assigned work, develop deep expertise across operations, surface risk early, and collaborate with teams to

Qualifications

• 2–3 years of experience within 401(k) operations.
• Excellent attention to detail with high accuracy in a fast-paced environment.
• Strong written and verbal communication skills and team collaboration.
• Interest in using AI and automation to optimize repetitive tasks.

Responsibilities

• Manage a varied workload across recordkeeping functions including trades, corporate actions, distributions, and NAV monitoring.
• Review and reconcile account data across participant accounts and operating, custodial, and suspense accounts.
• Resolve complex, undocumented edge cases and escalate to SOP updates.
• Provide transactional support to other Operations teams during high-volume periods.
• Contribute to team improvement initiatives and cross-functional process improvements.
• Work cross-functionally to develop scalable solutions.

Skills

401(k) operations

Data reconciliation

Communication skills

Automation tools

Process improvement

Team collaboration

Education

Bachelor's degree or equivalent

ASPPA QKA Certification

Tools

Excel

SQL basics

Job description

Human Interest is seeking a Recordkeeping Operations Associate to help ensure accurate 401(k) plan administration for clients across the United States. You will execute and reconcile materially financial transactions, including securities trades, corporate actions, distributions, and cash/fund reconciliations with precision and audit-ready documentation.

In this fast-paced role, you’ll own assigned work, develop deep expertise across operations, surface risk early, and collaborate with teams to