Recordkeeping Operations Associate

Human Interest

. Support day-to-day administration of clients’ 401(k) plans .

Posted 10/7/2026full-timeRemote • United StatesJuniorMid-Level💰 $24 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in 401(k) operations, including transaction tracing, recordkeeping accuracy, and process improvement. Proficient in leveraging automation tools and maintaining high-quality standards in a fast-paced environment.

Highest-signal resume keywords

401(K) Operations ExperienceTransaction TracingRecordkeeping AccuracyProcess ImprovementMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

401(K) Transaction ManagementSecurities Trade ExecutionData ReconciliationRecordkeeping Ledger MaintenanceNAV MonitoringCorporate Actions ManagementDistributions and ReversalsSQL Basics

Soft Skills

Attention to DetailExceptional Communication SkillsProblem-SolvingHigh-Efficiency OutputTeam Collaboration

Tools & Technologies

AI ToolsAutomation ToolsMicrosoft Excel

Certifications & Qualifications

ASPPA QKA Certification

Industry Keywords

Human Interest RecordkeepingPlan Asset MaintenanceParticipant Account DataStandard Operating ProceduresCross-Functional Solutions

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Support day-to-day administration of clients’ 401(k) plans
Manage manual trades and trade funding, corporate actions and plan asset maintenance, distributions and reversals, source corrections, and NAV monitoring
Execute and reconcile securities trades, corporate actions, distributions, cash, and fund transactions
Review and reconcile participant account data and Human Interest operating, custodial, and suspense accounts
Post corrections to maintain recordkeeping ledger accuracy
Resolve complex undocumented edge cases and critical escalations
Update Standard Operating Procedures based on resolved cases
Provide advanced transactional assistance to other Operations teams during high-volume periods and priority business needs
Contribute to team improvement initiatives and scalable cross-functional solutions

Requirements

What you’ll need

Proven ability to trace complex 401(k) transactions and asset movements through the entire recordkeeping lifecycle
2–3 years of experience within 401(k) operations
High-efficiency output in a fast-paced environment
Meticulous attention to detail and commitment to quality standards
Exceptional written and verbal communication skills
Ability to leverage AI and automation tools
Demonstrated success overcoming complex challenges
Ability to plan ahead and consistently meet performance goals
Strong aptitude for identifying and communicating process improvements
Deep understanding of Human Interest’s recordkeeping product
Strong demonstration of Human Interest’s Operating Principles
Consistent history as a top performer in a current Human Interest role
Bachelor’s degree or equivalent experience (nice to have)
ASPPA QKA Certification or equivalent (nice to have)
Power-user status in Microsoft Excel or basic SQL (nice to have)

Benefits

Comp & perks

Dollar-for-dollar 401(k) employer match up to 4% of compensation, immediately vested, with $0 plan fees
Health, dental, and vision insurance
Competitive time off and parental leave
Unlimited access to Addition Wealth digital tools, financial professionals, and knowledge center
Lyra enhanced mental health support for employees and dependents
Carrot fertility healthcare and family-forming benefits
Candidly student loan resources
Monthly work-from-home stipend
Quarterly lifestyle stipend
Team-building experiences, virtual social events, and team offsites