About the team
This team reviews and verifies customer and account data to ensure accuracy, minimize errors, and maintain compliance with industry regulations and company standards. They improve contribution processing workflows, increasing speed and accuracy while identifying automation opportunities to reduce manual tasks. The team resolves issues through detailed analysis and validation, ensuring accurate reports and enhancing operational efficiency and data integrity. By collaborating with cross-functional teams, they address customer needs, improve processes, and contribute to product enhancements. They also support internal teams by sharing operational insights to guide decision-making and ensure successful project execution, while managing key projects to align resources and timelines with business goals for timely delivery.
What you get to do every day
Ensure that all data is reviewed for accuracy and discrepancies are identified and escalated, contributing to accurate and compliant customer accounts.
Achieve consistent, timely processing of contributions, meeting deadlines and ensuring customers’ contributions are correctly applied without delays.
Proactively identify discrepancies and correct errors, ensuring high-quality, consistent data for reporting and operational purposes.
Support a smooth flow of information between teams to resolve customer inquiries quickly and contribute ideas to streamline workflows, improving overall operational efficiency.
Gain proficiency in the company's operational processes, becoming a trusted point of contact for day-to-day support and offering insights on how to enhance these processes.
Assist in the successful completion of key projects by contributing to tasks on time, supporting project leads, and ensuring high standards of quality in project deliverables.
What you bring to the role
1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
Strong attention to detail
Good organizational skills
Clear communication skills, both verbal and written
Ability to work efficiently in a fast-paced environment
Comfortable working both independently and as part of a team
Strong aptitude for working with numbers
Time management skills to prioritize tasks effectively
Basic problem-solving abilities
Interest in research and learning
Willingness to identify and suggest process improvements
Nice to have
Bachelor's Degree
Basic reconciliation skills
How you can grow your career at Human Interest
As you excel in your core role, you’ll have the opportunity to advance to a Senior Contribution Trade Operations Associate position, where you'll handle similar responsibilities with a higher level of complexity and increased responsibility.
Why you will love working at Human Interest
Mission - Highly collaborative startup dedicated to supporting employee engagement and growth. It’s an opportunity to help solve one of the biggest unsolved problems in America: saving for retirement.
Culture - Our operating principles define how we come together as a team to do our work. They reflect Human Interest’s unique view on what’s important and what’s right. Documenting this core aspect of our culture helps employees make good decisions on their own. It also helps candidates considering career opportunities critically evaluate whether they will thrive at Human Interest.
Customer obsession
Long-term orientation
Autonomous and accountable teams
An escalating bar for talent and performance
Fundamental optimism
Compensation - At Human Interest, there are a number of factors that are used to determine the appropriate pay range for each position. We take into account the cost of labor for each position in various markets across the US. The hourly range for this position spans $21.00 - $24.00 per hour and represents the minimum in our lowest geographic region to a maximum in our highest geographic region. The salary that we offer to a new employee within this range is based on their location within the US, their relevant job-related skills, and experience. At Human Interest, base salary is one component of the overall Total Rewards package. Depending on the position, additional compensation components such as bonus, commission, and equity may be offered. All of our employees are offered a robust suite of physical, financial and mental wellness benefits.
Benefits -
A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Generous PTO and parental leave policies
Addition Wealth - Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra - Enhanced Mental Health Support for Employees and dependents
Carrot - Fertility healthcare and family forming benefits
Candidly - Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend; quarterly lifestyle stipend
Employee Resource Groups including Veterans, Lift Ev’ry Voice, Pride, LatinX, Families, and Women in Tech
Fun online and regional events and celebrations and department and company offsites
The vast majority of our positions can be 100% remote
We’re a great place to work (but don’t take our word for it)
Here’s a list of our awards and accolades
Certified as a Great Place To Work® (2023-2025)
Fortune Best Place to Work in the Bay Area (2024)
Best Places to Work by Built In (2023-2024)
America’s Best Startup Employers by Forbes (2020-2022, 2024)
A Top Company by Y Combinator (2020-2023)
Inc. Fastest Growing Companies (2021)
Human Interest is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran or military status, pregnancy, or any other characteristics protected under federal, state, or local laws.
We are committed to making every stage of our application process fully accessible to all individuals. If you need a reasonable accommodation at any point in the process, please let us know at applicantaccommodations@humaninterest.com.
Please note Human Interest does not accept unsolicited resumes from any source other than directly from candidates. We will not consider resumes from vendors including and without limitation search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider employment-qualified applicants with arrest and conviction records. We comply with CCPA guidelines.
See more: https://humaninterest.com/disclosures
