Conversion Document Specialist

Human Interest is on a mission to ensure that people in all lines of work have access to retirement benefits. More than half of all working Americans are not saving enough for their future. Too often, it’s 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. We’re a high-growth fintech company changing the retirement industry. We are backed by a number of investors. 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 Human Interest is tackling one of our country's biggest challenges - closing the retirement gap. You'll be instrumental in architecting and scaling solutions that bring financial security to employees at small and medium-sized businesses nationwide. We’ve made significant progress, but there is still growth ahead, offering you a unique opportunity to solve complex problems, drive innovation, and advance your career alongside a dedicated, mission-driven team. We value hard work and recognize that our team's contributions are key to our continued success. Join Human Interest and make a lasting impact by shaping the future of retirement. Our operating principles define how we work together as a team. 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 : We're all about creating amazing experiences for our customers. We put their needs first and go the extra mile to make them smile. Long-Term Orientation : We're not just playing for today; we're building a legacy. We think big, plan strategically, and invest in our future. Autonomous and Accountable Teams : We trust our team members to take ownership and make smart decisions. We empower you to be your best self! An Escalating Bar for Talent and Performance : We're constantly raising the bar and challenging ourselves to be better. We believe in growth and continuous improvement. Fundamental Optimism : We see the glass as half full (and then we fill it up with more amazing ideas!). We believe in the power of positivity and the potential for ... (truncated, view full listing at source)