Benefits Analyst – Retirement & Financial Wellbeing

Role Overview

• Promote financial wellbeing opportunities for employees. This includes drafting and reviewing email communications or resources to be posted.
• Also includes creating presentations and presenting materials to new hires or education sessions to employee groups.
• Collaborate with third-party vendor and internal communication teams to keep employees engaged and apprised of opportunities for financial education.
• Seek opportunities for vendors to be on-site or support in ways that work best for various employee segments.
• Manage our Employee Education Plan (Tuition Reimbursement) and third-party vendor in administration of that program.
• Oversee our Executive Financial Wellbeing resources by notifying vendors of newly eligible participants and letting newly eligible participants know about new resource options.
• Keep advisors informed of any benefit changes that may impact executives.
• Administration of 401(k) and severance plans.
• Back-up to Benefits Analyst in activities such as 401(k) funding, and interface error resolutions
• Facilitate corrections as needed for 401(k) with third-party record keeper and/or payroll
• Support certain cyclical activities such 401(k) reconciliations and non-qualified plan administrative processes that require excel skills such as lookups and advanced formulas
• Assist in Severance plan administration, data reporting and analysis as needed.
• Assist in participant escalations working with company and vendor call centers to resolve inquiries timely
• Support team in ongoing process improvements, process documentation updates and various processes as needed.

Requirements

• 2+ years in corporate business environment
• 2+ years in 401(k) plan administration; experience in financial wellbeing programs preferred but not required
• Experience in administrative, analytical or project management role demonstrating organizational skills
• Excellent verbal and written communication skills, with the ability to convey information in a clear and concise manner
• Ability to work independently and as a team member
• Adaptable to changing business needs
• Demonstrated ability to execute and respond quickly in a fast-paced, high-volume environment.
• Demonstrated ability to deliver high level, responsive customer service in a business environment
• Problem solving and analytical skills
• Adaptable to changing business needs
• Ability to learn new technologies
• Proficient in the use of office technologies (MS Word, Outlook, PowerPoint), with high-level of proficiency in Excel

Benefits

• 401(k) plan that offers opportunity to save on pre
• and post-tax basis up to 50 percent of eligible compensation.
• Company matches 100 percent of employee pre-tax/Roth (401k) contributions up to six percent
• Company contributes an additional three percent to 401(k) whether employee participates or not
• Comprehensive health
• and welfare-benefits package (including medical, dental, vision, and prescription drugs)
• Health Savings Account start-up contribution for employees who elect the high deductible health plan
• Flexible spending accounts for both Health Care and Dependent Care allowing employee to use pre-tax dollars to pay for qualified expenses during the calendar year
• Employee assistance program offering 8 free counselling sessions, per issue, each calendar year for employees and their dependents
• Company paid life insurance of 1x annual base pay ($50,000 minimum)
• Company paid accidental death or dismemberment insurance of 2x annual base pay ($50,000 minimum)
• Voluntary insurances offered at group rates: employee and dependent life insurance, AD&D insurance, critical illness, accident coverage, disability buy-up, and auto & home insurance
• Tuition reimbursement and student loan support
• Dependent Scholarship Programs
• Free confidential personal financial counselling service
• On-site health centers and 24/7 fitness centers at certain company locations
• A charitable giving matching grants program that enables employees to direct and double their donations to qualifying charitable organizations of their choice
• Health-care concierge service
• Volunteer service opportunities
• Extensive training opportunities
• Company vehicle for eligible employees
• Mobile phone allowance for eligible employees
• Paid Leave: Sick and Personal Time (exempt employees may be excused with pay for brief absences; non-exempt employees receive up to 6 days)
• Vacation (levels Below Senior Director receive 15 days (pro-rated during first year of service); Senior Director and Officers receive 25 days (pro-rated during first year of service)).
• Holidays (Nine company recognized and two annual personal holidays to be used at the employee’s discretion)
• Paid Parental Leave + temporary reduced work schedule opportunity
• Funeral Leave
• Short-Term Disability Leave
• Long-Term Disability Leave
• Jury Duty Leave
• Military Leave
• Released Time for Children’s Education
• Community Outreach Leave
• Other paid leave benefits, as required by state or local law