Recordkeeping Operations Associate (401(k) Operations)

Location: Lindon, Utah, United States

Salary: $23.61–$28.00 per hour, depending on geographic region, skills, and experience within the U.S.

Company

hirify.global is a high-growth fintech company helping small and medium-sized businesses provide accessible 401(k) retirement plans.

What you will do

• Manage recordkeeping operations including manual trades, trade funding, corporate actions, plan asset maintenance, distributions, reversals, source corrections, and NAV monitoring.
• Review and reconcile participant account data and operating, custodial, and suspense accounts.
• Post corrections and maintain accurate recordkeeping ledger activity across multiple platforms.
• Resolve complex undocumented edge cases and escalations, documenting solutions in clear Standard Operating Procedures.
• Provide advanced transactional support during high-volume periods and priority business needs.
• Drive process improvements and collaborate cross-functionally on scalable operational solutions.

Requirements

• 2–3 years of experience in 401(k) operations.
• Ability to trace complex 401(k) transactions and asset movements through the full recordkeeping lifecycle.
• Strong attention to detail, judgment, communication, planning, and problem-solving skills.
• Ability to meet performance goals in a fast-paced environment while maintaining high quality standards.
• Deep understanding of the expected behavior of hirify.global’s recordkeeping product.
• Experience identifying process improvements and working effectively in a collaborative team.

Nice to have

• Bachelor’s degree or equivalent experience.
• ASPPA QKA certification or equivalent.
• Advanced Microsoft Excel skills or basic SQL experience for tracing and reconciling large datasets.

Culture & Benefits

• Customer-focused, autonomous, accountable, and continuously improving team culture.
• 401(k) plan with a dollar-for-dollar employer match up to 4% of compensation and no plan fees.
• Health, dental, vision, mental health, fertility, family-forming, and financial wellness benefits.
• Competitive time off and parental leave.
• Monthly work-from-home and quarterly lifestyle stipends.
• Team-building experiences, virtual social events, and team offsites.