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JustworksJustworksNew York, NY

Associate, Financial Benefits

Handle day-to-day 401(k) and retirement benefits operations, resolve inquiries from internal teams and employees, triage issues, and work with vendors. Requires 2+ years in operations/customer service, Excel proficiency, and strong communication skills.

63k – 82k/yr
Remote2+ YOEOther

About the role

What You Will Work On

  • Perform day-to-day operations for our 401(k) program as part of Justworks Financial Benefits Programs
  • Resolve benefit inquiries/issues generated by Customer Success and Sales teams within the agreed upon service level agreements (SLAs)
  • Triage incoming issues/inquiries to identify need for engineering intervention and escalate accordingly
  • Work with third party vendors to resolve escalated issues - enrollment errors, plan set ups, document requests, etc.
  • Resolve employee and employer level benefit requests such as; new enrollments, plan and amendment set ups, loan setups, etc.
  • Assist senior team members in building out internal benefit resources (help articles, training decks, etc.)
  • Develop creative solutions for new issues with assistance from supervisors using available resources and systems
  • Perform other related duties as assigned

How You Will Do Your Work

As an Associate on the Financial Benefits - Retirement team, success depends on foundational knowledge, skills, abilities and personal attributes anchored in the following competencies:

  • Detail-oriented: exercises extreme attention to detail; is thorough, accurate, organized, and productive and seeks to understand both the cause and effect of a situation.
  • Ethical practice: the ability to integrate core values, integrity and accountability throughout all organizational and business practices.
  • Clear communication: the ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding.
  • Analytical: uses a logical reasoning process to break down and work through a situation or problem to arrive at an outcome.
  • Good judgement: the exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome.

In addition, all Justworkers focus on aligning their behaviors to our core values known as COGIS: Camaraderie, Openness, Grit, Integrity, Simplicity.

Qualifications

  • Minimum of 2 years experience in an operations, onboarding role or customer service related field
  • Knowledge of Excel or equivalent required; SQL knowledge preferred
  • Experience in 401(k) and knowledge of employer-sponsored benefit plans strongly preferred
  • Strong written and verbal communication skills
  • Process-driven and technologically savvy
  • Experience working in a fast-paced, data-driven environment
  • Ability to work as part of a team
  • Experience breaking down complex concepts to core details

Compensation

The base wage range for this position based inside the NYC-metro area is targeted at $32.22 to $39.19 per hour. The base wage range for this position based outside the NYC-metro area is targeted at $30.29 to $36.54 per hour. Actual compensation is based on multiple factors that are unique to each candidate, including skill set, level of relevant experience, and specific work location.

Skills

ExcelSQL401(k)Benefits Administrationcustomer serviceoperationsVendor Management

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