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