Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.

Social Security, our nation’s retirement safety net, is projected to be insolvent as soon as 2035, making employer-sponsored 401(k) plans the primary retirement savings vehicle in the U.S. Nearly half of all working Americans are not saving enough for their future because they are employed by a company that doesn’t offer a retirement plan. Human Interest is changing that by making it affordable and accessible for small and medium sized businesses to offer employees a path to financial independence through retirement savings.

Our values are the guiding principles we use to build solutions for plan administrators and participants. They reflect our point of view on what’s important and what’s right:

In it for customers, autonomous & accountable, outcomes driven, inclusive collaboration, and decisive.

As a member of the Contribution Trade Operations team, you will act as a force multiplier on the operations side of a rapidly-scaling startup. Process driven and people focused, you are organized, friendly. and flexible. As a Contribution Trade Operations Associate, you get to support the day-to-day administration of our clients’ 401(k) plans and ensure accurate and timely financial transactions. Part organizational whiz, part detail ninja, you may be early in your career, but you are methodical, responsible, and eager to make a great impact.

What you get to do every day

  • Review and reconcile 401(k) related customer and account data
  • Process customer transactions such as contributions, loans, and adjustments
  • Problem-solve issues and double-check reports for discrepancies
  • Work cross-functionally with customer success, implementation, engineering, and compliance to address customer inquiries and improve processes to build a better product that is scalable as we continue to grow
  • Become an expert at operational processes and source of knowledge for internal stakeholders
  • Work on projects as needed

What you bring to the role

  • 2 years of experience in Accounting or the 401(k) industry 
  • Meticulous attention to detail
  • Strong organizational skills 
  • Strong communication skills
  • Ability to perform at high efficiency in a fast-paced environment 
  • Work well on teams as well as independently  
  • Good with numbers 
  • Time management skills
  • Problem solving skills
  • Passion for research
  • Ability to identify and communicate process improvements
  • Reconciliation skills preferred but not required
  • Bachelor’s degree OR equivalent experience preferred

Please feel free to apply to this position even if you do not meet 100% of the requirements listed above.

About Human Interest

We’re a high-growth, Series D-funded company that’s changing the retirement industry. Human Interest is seeking to build a best-in-class product to help small businesses give their employees a path to financial independence. Named one of America’s Best Startup Employers by Forbes, one of the Best Places to Work by the San Francisco Business Times, and a 2021 Top Company by Y Combinator, we’re looking for incredible talent to help us achieve our mission: ensuring people in all lines of work have access to retirement benefits. Human Interest has raised $305M and is backed by leading investors that include TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and others.

Inclusive collaboration makes us a better business

We deliberately build processes to create a workplace where all are welcome and accepted. We're proactive and purposeful in prioritizing diversity and inclusion internally not only because it's the right thing to do, but also because we believe it's the only way to effectively create products and services that can be truly helpful to all people.

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.

Human Interest employees must adhere to the Company’s security policies and Code of Ethics. 

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 for employment qualified applicants with arrest and conviction records.


We comply with CCPA guidelines. 

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