Job Description
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 Human Interest is a 401(k) provider that helps employees of small and medium-sized businesses save for retirement. It was founded in 2015, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is