[Remote] Conversion Document Specialist
Note: The job is a remote job and is open to candidates in USA. Human Interest is a high-growth fintech company focused on providing accessible retirement benefits to small and medium-sized businesses. The Conversion Document Specialist will manage documentation flow, assist customer onboarding, and improve conversion client experiences by coordinating with recordkeepers and ensuring timely retrieval of retirement assets.
Responsibilities
- 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
Skills
- 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 positive attitude, a team player, and highly collaborative
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
- Competitive time off and parental leave
- 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
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
Company Overview