401k Benefits Processing Associate

Overview

This role is part of the Benefits Processing Team and supports the management of participant distributions from 401(k) accounts in a fast-paced, growing environment. The position focuses on accurate, timely processing of distributions and continuous improvement of related workflows and systems.

Responsibilities

• Review data carefully for accuracy, identifying and escalating discrepancies to maintain accurate and compliant participant and customer accounts.
• Process participant distributions consistently and promptly, meeting deadlines and ensuring distributions are applied correctly without delays.
• Proactively identify and resolve discrepancies to support high-quality, consistent data for reporting and operations.
• Facilitate communication between teams to resolve customer inquiries quickly, while contributing ideas to streamline workflows and improve operational efficiency.
• Develop proficiency in the organization’s operational processes and serve as a trusted resource for day-to-day support and process improvement.
• Support key projects by delivering assigned tasks on time and maintaining high-quality standards in deliverables.
• Troubleshoot system issues, maintain accurate records, and collaborate with internal teams to optimize workflows, track trends, and communicate key metrics.

Requirements

• 1–2 years of experience in Accounting or 401(k) Recordkeeping (preferred).
• Strong attention to detail.
• Good organizational skills.
• Clear communication skills, both verbal and written.
• Ability to work efficiently in a fast-paced environment.
• Comfortable working independently and as part of a team.
• Strong aptitude for working with numbers.
• Time management skills to prioritize tasks effectively.
• Basic problem-solving abilities.
• Interest in research and learning.
• Willingness to identify and suggest process improvements.

Preferred Qualifications

• Bachelor’s degree.
• Basic reconciliation skills.

Compensation & Benefits

Compensation

Base salary: $20.67 – $24.32 per hour. Pay within this range is based on location within the U.S., relevant job-related skills, and experience. Base salary is one component of the overall total rewards package. Depending on the position, additional compensation components such as bonuses, commissions, and equity may be offered.

Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
• Health plans, including dental and vision insurance
• Competitive time off and parental leave
• Unlimited access to digital tools, financial professionals, and a knowledge center to support understanding equity and financial wellness
• Enhanced mental health support for employees and dependents
• Fertility healthcare and family forming benefits
• Student loan resource to help you and your family plan, borrow, and repay student debt
• Monthly work-from-home stipend; quarterly lifestyle stipend
• Team-building experiences, ranging from virtual social events to team offsites

Location

United States (pay range varies by geographic region within the U.S.).