Affordable, full-service 401(k) plans for SMBs.
Benefits Processing Associate
Location
United States
Posted
4 days ago
Salary
$20 - $24 / hour
Seniority
Mid Level
Job Description
Benefits Processing Associate
Human Interest
• Ensure all data is carefully reviewed for accuracy, identifying and escalating discrepancies to maintain accurate and compliant customer accounts. • Consistently and promptly process participant distributions, meeting deadlines and ensuring distributions are correctly applied without delays. • Proactively identify and resolve discrepancies, ensuring high-quality, consistent data for reporting and operational purposes. • Facilitate smooth communication between teams to quickly resolve customer inquiries, while contributing ideas to streamline workflows and enhance operational efficiency. • Develop proficiency in the company's operational processes, becoming a trusted resource for day-to-day support and offering insights for process improvement. • Contribute to the successful completion of key projects by delivering tasks on time, supporting project leads, and maintaining high-quality standards in all deliverables.
Job Requirements
- 1-2 years of experience in Accounting or 401(k) Recordkeeping (preferred)
- Strong attention to detail
- Good organizational skills
- Clear communication skills, both verbal and written
- Ability to work efficiently in a fast-paced environment
- Comfortable working both independently and as part of a team
- Strong aptitude for working with numbers
- Time management skills to prioritize tasks effectively
- Basic problem-solving abilities
- Interest in research and learning
- Willingness to identify and suggest process improvements
- Nice to have: Bachelor's Degree
- Basic reconciliation skills
Benefits
- A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
- Top-of-the-line health plans, as well as dental and vision insurance
- Competitive time off and parental leave
- Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
- Lyra: Enhanced Mental Health Support for Employees and dependents
- Carrot: Fertility healthcare and family forming benefits
- Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
- Monthly work-from-home stipend; quarterly lifestyle stipend
- Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie.
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