Conversion Document Specialist
Job Description
About the Role
Title: Conversion Document Specialist
Location: United States, Remote
Job Description:
Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits.
Nearly half of all working Americans are not saving enough for their future. Too often itâs because they are employed by a company that doesnât 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.
Weâre a high-growth tech company changing the retirement industry. Weâve raised more than $700M in primary and secondary financings and are backed by a number of investors. Most recently, this includes funding from Marshall Wace and Baillie Gifford, as well as top investors such as BlackRock, TPG (The Rise Fund), SoftBank, Glynn Capital, NewView Capital, USVP, Wing, Uncork, and more.
What you get to do every day
Manage the flow of vital documentation from other recordkeepers to Human Interest
Assist Customer Onboarding in establishing and organizing conversion plan transfer timelines
Create and maintain relationships with other recordkeepers in order to improve the conversion client experience
Accelerate the retrieval and allocation of retirement assets for new clients
QA incoming conversion documentation prior to delivery to Conversion Analyst
Assist Plan Administrators with all prior recordkeeper communication required to convert a retirement plan
Monitor existing conversion plans to ensure assets are retrieved within the agreed timeline
What you bring to the role
1+ years working in a position directly with incoming plan conversions in the retirement services sector
3+ years of experience in a relationship management or elevated customer service role
Very strong written and verbal communication skills
A passion for process; constantly on the lookout for inefficiencies that can be improved
Strong organizational skills with the ability to manage multiple tasks at the same time
Meticulous attention to detail – rarely making typos and noticing discrepancies that others would miss
A passion for process; constantly on the lookout for inefficiencies that can be improved
A positive attitude, a team player, and highly collaborative
Why you will love working at Human Interest
Mission – Highly collaborative startup dedicated to supporting employee engagement and growth. Itâs 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 Interestâs unique view on whatâs important and whatâs 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 base salary for this position spans $21.73 – $26.45 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 Evâry 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
