Benefits Specialist Jobs

About The Position

Requirements

• 2-5 years of experience in at least one of the following areas: Nonqualified deferred compensation or executive benefit plan administration; Qualified retirement or pension plan administration, recordkeeping, or participant services; Executive compensation, equity or stock plan administration; Trust, custody, payroll, accounting, or financial-services operations involving participant accounts, transactions, reconciliations, and plan or contract provisions.
• Demonstrated ability to work with detailed plan, financial, payroll, or participant data and reconcile discrepancies.
• Intermediate Excel capability, including formulas, lookups, filters, sorting, conditional logic, and data validation, or the ability to demonstrate comparable analytical skills.
• Ability to read and apply plan provisions, procedures, or other technical documentation.
• Strong client service, written communication, problem-solving, organization, and follow-through.
• Ability to manage multiple deadlines and deliver accurate work in a controlled environment.

Nice To Haves

• Direct experience administering NQDC plans, 409A plans, SERPs, excess or restoration plans, or executive retirement arrangements.
• Experience with annual enrollment, deferral elections, distributions, vesting, participant statements, payroll files, or plan-level reconciliation.
• Familiarity with Section 409A, COLI, rabbi trusts, nonqualified plan recordkeeping, or executive benefit funding concepts.
• Experience supporting corporate clients or executive-level participants in a consultative service environment.

Responsibilities

• Administer recurring NQDC plan activities, including annual enrollment, deferral elections, company contributions, vesting, investment allocations, distributions, and participant data changes.
• Interpret plan provisions and established administrative procedures to respond to plan sponsor and participant questions accurately.
• Coordinate data and transaction activity with clients, payroll teams, recordkeepers, trustees, carriers, and internal partners.
• Reconcile participant and plan-level data, investigate discrepancies, document findings, and drive issues to resolution.
• Prepare client reports, participant communications, enrollment materials, transaction files, and administrative calendars.
• Maintain accurate plan documentation, participant records, procedures, and audit support materials.
• Use Excel and database tools to validate data, analyze activity, and support recurring and ad hoc reporting.
• Manage multiple client deliverables and deadlines while maintaining strong quality controls and confidentiality.
• Identify process improvements that strengthen accuracy, efficiency, consistency, and the client and participant experience.
• Build knowledge of NQDC plan mechanics, Internal Revenue Code Section 409A, corporate-owned life insurance (COLI), and related executive benefit arrangements.

Benefits

• a 401(k) savings plan with employer contributions
• an employee stock purchase plan
• consideration for long-term incentive awards at Aon’s discretion
• medical, dental and vision insurance
• various types of leaves of absence
• paid time off, including 12 paid holidays throughout the calendar year
• 15 days of paid vacation per year
• paid sick leave as provided under state and local paid sick leave laws
• short-term disability and optional long-term disability
• health savings account
• health care and dependent care reimbursement accounts
• employee and dependent life insurance and supplemental life and AD&D insurance
• optional personal insurance policies
• adoption assistance
• tuition assistance
• commuter benefits
• an employee assistance program that includes free counseling sessions
• two “Global Wellbeing Days” each year