Aboon operates as an AI Native Services (AINS) business: we build agents that do plan servicing work, with people supervising them. Our Applied Plan Services team works in pods with engineers from our Applied AI team to build, test, and improve those agents.

As an Analyst on our Applied Plan Services team, you'll handle the work that requires human expertise. Some of our tasks are automated but need a person to review complex cases. Other tasks aren't automated yet and must be completed manually until we can develop an automation.

You'll also help us improve how that work gets done. By identifying repeatable tasks and documenting what you've learned, you'll help move more work toward automation.

You'll report to the Head of Applied Plan Services and work closely with our Applied AI team, Plan Administrators, and Relationship Managers.

Review complex cases. Investigate cases our automations flag for human review—for example, tracing a payroll discrepancy and discovering how a payroll provider reports manual check adjustments through an integration.

Complete manual work. Perform tasks that aren't automated yet, like setting up a corrective contribution in a recordkeeper platform where automation is higher risk.

Find opportunities to automate. Identify repetitive tasks and document the steps and decisions involved—for example, discovering a common pattern in the way safe harbor calculations are performed for a group of clients and documenting the rules so the process can be automated.

Analyst, Applied Plan Services

Responsibilities

Qualification

Required

Preferred

Benefits

Company

Aboon

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