Conversion Analyst - Remote Position at Human Interest

About the Role

Join Human Interest as a Conversion Analyst - Remote. In this role, you will manage the intricate process of transferring retirement plan assets between recordkeepers, ensuring accurate data transfer and processing participant loans during conversions. This position is ideal for someone with a passion for finance and a keen eye for detail, looking to make a significant impact in the retirement services industry.

What You'll Do

• Manage the conversion process of retirement plan assets.
• Collaborate with partner teams for accurate data transfer.
• Process participant loans during conversions.
• Review plan assets from multiple recordkeeping companies.
• Develop process improvements and operational efficiencies.
• Monitor communication channels for customer needs.
• Utilize strong analytical skills and attention to detail.
• Work cross-functionally to resolve conversion issues.
• Serve as a subject matter expert on plan source types.
• Advance career opportunities within the company.

Requirements

• 1-3 years of experience in retirement services.
• Experience in reconciliation and large data analysis.
• Knowledge of 401(k) investment processes.
• Advanced Excel skills, including pivot tables and VLOOKUP.
• Strong work ethic and attention to detail.
• Effective time management and organizational skills.
• Strong written communication skills.
• Team player with a positive attitude.
• Proactive in improving processes.

Nice to Have

• Experience with financial software tools.
• Familiarity with data visualization tools.
• Previous experience in a remote work environment.

What We Offer

• 401(k) plan with employer match.
• Top health, dental, and vision insurance.
• Competitive time off and parental leave.
• Access to financial wellness tools and professionals.
• Enhanced mental health support.
• Fertility healthcare benefits.
• Student loan resources.
• Work-from-home stipend.
• Team-building experiences.