Recordkeeping Operations Associate (Fintech)

TL;DR

Recordkeeping Operations Associate (Fintech): Managing the day-to-day administration of 401(k) plans with an accent on transaction reconciliation, data integrity, and operational excellence. Focus on tracing complex transactions through the recordkeeping lifecycle, identifying root causes of errors, and serving as a subject matter expert for internal stakeholders.

Location: Must be based in the United States

Salary: $23.61 - $28.00 per hour

Company

hirify.global is a high-growth fintech company dedicated to making affordable retirement savings plans accessible to small and medium-sized businesses across the United States.

What you will do

• Review and reconcile account data within retirement and operating accounts.
• Serve as an advanced knowledge expert for 3-4 core operational processes.
• Trace transaction information through the full recordkeeping lifecycle to identify root causes of errors.
• Provide transactional assistance to operations teams during high-volume periods or product development phases.
• Identify, analyze, and propose practical solutions for operational challenges.
• Triage incoming assignments and contribute to team-wide improvement initiatives.

Requirements

• Must be based in the United States
• 2-3 years of experience in 401(k) operations, banking, or a related financial field.
• Strong ability to trace 401(k) transactions and perform complex account reconciliations.
• Meticulous attention to detail and strong task ownership.
• Effective written and verbal communication skills.
• Ability to perform at high efficiency in a fast-paced environment.

Nice to have

• Strong understanding of Portfolio Management concepts (Positions, Trades, Securities).
• Prior experience with institutional trading or custodial operations.
• Experience processing corporate actions, fund swaps, or trade settlement reconciliation.
• ASPPA RPF certificate or QKA credentials.

Culture & Benefits

• Comprehensive 401(k) plan with a 4% dollar-for-dollar employer match.
• Top-tier health, dental, and vision insurance plans.
• Competitive time off and parental leave policies.
• Financial wellness support including student loan resources and access to financial professionals.
• Mental health support via Lyra and fertility/family-forming benefits via Carrot.
• Monthly work-from-home and quarterly lifestyle stipends.