Operations Specialist; Recordkeeping Services

Position: Operations Specialist (Recordkeeping Services)

Job Title:

Operations Specialist – Recordkeeping Services

Location: Austin, TX (Hybrid)

Compensation: $70,000-$75,000 plus 6% yearly discretionary bonus
Department: Operations
Reports To: Client Services Manager

Job Type: Full‑Time

About Us

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

About HUB Retirement & Private Wealth (RPW)

We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job Purpose

The Operations Specialist supports the day‑to‑day operational functions of a financial services firm specializing in retirement plan recordkeeping. This role serves as a versatile “utility player,” assisting across multiple operational areas including distributions, plan sponsor communication, onboarding, fund changes, and general operations support. The ideal candidate is highly organized, adaptable, and comfortable managing multiple priorities in a fast‑paced, detail‑driven environment.

We are the perfect fit if you:

• Enjoy team collaboration
• Thrive in a healthy company culture that recognizes success
• Want to learn and grow your current skill set
• Are seeking a progressive work environment at a rapidly growing organization
• Have a desire to help others protect their future
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business

Duties and Responsibilities Operations & Recordkeeping Support

• Provide general operational support for recordkeeping functions across retirement plans
• Assist with daily processing tasks to ensure accurate and timely account administration
• Support distribution processing, including reviewing requests and coordinating required documentation
• Execute fund changes, mapping updates, and plan‑level investment modifications

Client & Plan Sponsor Support

• Communicate with plan sponsors and internal teams regarding operational requests and status updates
• Assist with onboarding new plans, including data setup, document review, and system configuration
• Support plan conversions, transitions, and ongoing maintenance activities

Process & Controls

• Ensure operational activities are performed in accordance with internal procedures, regulatory requirements, and service‑level standards
• Identify process gaps or inefficiencies and assist with implementing improvements
• Support audit requests, compliance reviews, and documentation needs

Collaboration & Utility Support

• Serve as a cross‑functional resource, assisting in multiple operational areas as needed
• Coordinate with internal departments such as compliance, client service, technology, and finance
• Provide backup coverage for team members during peak periods or absences

Work Experience

• 2+ years’ Experience in financial services operations, preferably within recordkeeping, retirement plans, or investment administration

Preferred Qualifications

• Experience with retirement plan recordkeeping (401(k), 403(b), etc.)
• Familiarity with distributions, plan onboarding, and fund change execution
• Experience working directly with plan sponsors or advisors
• Understanding of operational controls and financial services regulations

Skills and Knowledge

• Adaptability and problem‑solving
• Process‑oriented mindset
• Team collaboration
• Time management and follow‑through
• Client‑focused service approach
• Strong attention to detail and commitment to accuracy
• Ability to manage multiple tasks and shifting priorities
• Strong written and verbal communication skills
• Proficiency with Microsoft Office (Excel preferred) and recordkeeping systems

Featured Benefits

• $70,000-$75,000
• 6% yearly discretionary bonus
• Medical insurance, vision insurance, dental insurance, 401(k) plus match, company paid STD, life insurance, & parental leave
• Monday‑Friday (8am‑5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holidays
• Hybrid schedule after successful training period
• Open style office for collaboration

Travel

• No travel required

Department:
Account…