• Provide frontline support by handling client calls, updating account information, and verifying identities. • Communicate with clients regarding their tax return status, required documents, and service updates. • Manage email and voicemail queues, ensuring proper task reallocation and follow-up. • Perform manual identity verification and ensure compliance with document handling protocols. • Submit non-lodgement advice (NLA) through OSFA and track tax refund statuses. • Liaise with the ATO for inquiries and assist in managing client ITA debts and ABNs. • Support the accounting team by applying discounts, converting tax returns, and maintaining accurate records of daily activities.

• Manage end-to-end administration of the company’s 401(k) plan(s), including eligibility, enrollments, deferral changes, employer contributions, loan and hardship processes, distributions, notices, and participant support. • Partner with recordkeepers, TPAs, payroll, and finance teams to ensure accurate and timely payroll deductions, contribution funding, and reconciliation. • Oversee annual retirement plan activities, including nondiscrimination testing, census review, audit support, Form 5500 coordination, plan notices, and correction of operational issues when needed. • Monitor plan operations for compliance with ERISA, IRS, and Department of Labor requirements. • Support plan design changes, vendor transitions, and retirement education initiatives to improve employee participation and experience. • Administer U.S. health and welfare programs, including medical, dental, vision, life, disability, FSA/HSA, commuter, COBRA, and leave-related benefits. • Own benefits onboarding, life event changes, terminations, employee communications, and escalated issue resolution. • Manage open enrollment planning and execution, including system setup, testing, employee education, vendor coordination, and post-enrollment reconciliation. • Review carrier invoices and eligibility files to ensure accurate billing and timely resolution of discrepancies. • Maintain benefits content in HRIS, knowledge bases, employee guides, and internal process documentation. • Ensure benefits processes align with the needs of an EOR business model, including coordination across internal teams supporting U.S. employees and client populations. • Help manage benefits compliance across a multi-state U.S. workforce, including ACA tracking, required notices, plan document administration, and eligibility rules. • Partner with Legal and Compliance teams on benefits-related policies, employee communications, and risk management. • Support audits, internal controls, and documentation for benefits and retirement plan administration. • Identify gaps, streamline processes, and implement scalable controls that improve service delivery and reduce compliance risk. • Serve as the primary day-to-day contact for brokers, carriers, retirement plan vendors, COBRA administrators, leave vendors, and other external partners. • Track vendor performance against SLAs, escalate issues, and lead regular operational reviews. • Collaborate with Payroll, HRIS, People Ops, Finance, and Customer/Client teams to ensure smooth execution of benefits programs. • Provide clear, practical guidance to employees, managers, and internal stakeholders on benefits policies and programs.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Benefits Planner will be responsible for providing benefits optimization reviews and comprehensive financial planning services to highly compensated (executive) participants. This role requires a general understanding of financial services, including investment strategies, tax planning, estate planning, and risk management. The Benefits Planner will work closely with the Executive Planner to support conversations around optimization of workplace benefits. The planner will also be responsible for creating and presenting customized financial plans. What You Will Do - Client Relationship Management: Build and maintain strong, long-term relationships with highly compensated participants - Benefits Consultation: Work with executives to optimize their benefits initially and annually. Be the benefits expert, providing additional support to the Executive Planner(s) you work with - Financial Planning & Analysis: Support the Executive Planner by developing comprehensive financial plans tailored to the individual needs and goals of the executives - Investment Management: Recommend, implement, and review investment strategies that align with risk tolerance and financial objectives. Stay informed about market trends, economic conditions, and regulatory changes impacting investments - Compliance and Risk Management: Conduct thorough risk assessments and implement appropriate risk management strategies - Team Leadership and Development: Support your team while fostering a collaborative and high-performance environment What You Will Bring - Bachelor’s degree in Finance, Economics, Business Administration, or related field - Chartered Retirement Planning Counselor (CRPC©) required - Registrations/Licensing: FINRA Series 7, NASAA Series 63 and 65, required - Life Insurance Licensing, preferred - FINRA fingerprinting required - Minimum of 3 years of experience in financial planning or wealth management - Excellent analytical and problem-solving skills - Superior interpersonal and communication skills, with the ability to explain complex financial concepts clearly - High level of integrity, professionalism, and ethical standards - Proficiency in financial planning software (MoneyGuidePro, Naviplan, etc.) and Microsoft Office Suite What Will Set You Apart - Certified Financial Planner © (CFP©) designation preferred - Experience working with highly compensated Empower plan participants preferred #PJPW2 #LI-Remote ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $87,400.00 - $123,400.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 05-02-2026 Want the latest money news and views shaping how we live, work and play? 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Sama Talent Group is an international recruitment company dedicated to connecting businesses with skilled professionals through remote placements and on-site workforce deployments with full visa sponsorship across multiple regions including Europe, the US, Australia, and New Zealand. Responsibilities - Provide day-to-day administrative support across different departments as needed. - Carry out general office tasks to support smooth business operations. - Assist in organizing, maintaining, and updating records, files, and basic company information. - Support coordination of internal communications and basic scheduling activities. - Help prepare simple documents, reports, or data summaries when required. - Respond to general inquiries and provide assistance to staff, clients, or stakeholders. - Assist in handling routine operational tasks assigned by supervisors or management. - Support various ad-hoc tasks depending on business needs and workload demands.