[Remote] Conversion Analyst

Note: The job is a remote job and is open to candidates in USA. Human Interest is a high-growth fintech company focused on making retirement benefits accessible to all workers. The Conversion Analyst will manage the transfer of retirement plan assets, ensuring accurate data processing and collaborating with partner teams to enhance operational efficiencies.ResponsibilitiesPartner with Conversion Document Specialists to verify completeness and accuracy of incoming plan documentationProcess and reconcile incoming plan assets from multiple recordkeeping platformsMake informed decisions regarding asset investment timing and methodology to ensure efficient and accurate conversion of participant fundsSet up and validate participant loans during the conversion process, ensuring accurate terms and documentationServe as a subject matter expert on incoming plan source types and their alignment with system capabilities, ensuring proper setup and configuration during conversionsCollaborate cross-functionally to resolve complex conversion issues and meet customer needsMonitor communication channels to identify emerging trends and provide timely supportSkills1-3 years working in a position directly with incoming plan conversions in the retirement services sectorPrevious experience in reconciliation and/or parsing large data packetsWorking knowledge of 401(k) investment processes, including understanding of trading windows and settlement periodsA strong work ethic, proactively following up with our internal partners to complete the conversion processAdvanced Excel skills, including proficiency with pivot tables, VLOOKUP functions, and complex data analysis for large datasetsA passion for process; constantly on the lookout for inefficiencies that can be improvedMeticulous attention to detail - rarely making typos and noticing discrepancies that others would missStrong written communication skillsEffective time management and organizational skillsA positive attitude, a team player, and highly collaborativeBenefitsA 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 feesTop-of-the-line health plans, as well as dental and vision insuranceCompetitive time off and parental leaveAddition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellnessLyra: Enhanced Mental Health Support for Employees and dependentsCarrot: Fertility healthcare and family forming benefitsCandidly: Student loan resource to help you and your family plan, borrow, and repay student debtMonthly work-from-home stipend; quarterly lifestyle stipendEngaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.Company OverviewHuman Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://humaninterest.com.



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