Financial Advisor Jobs

About The Position

Requirements

• Strong analytical and problem-solving skills.
• Appropriately handle confidential information.
• Interpersonal skills for interacting with employees, retirees and vendors.
• Demonstrated excellent cognitive, oral, written, and listening communication skills.
• Strong organizational skills with excellent attention to detail, commitment to quality and efficiency.
• Quick learner, strong analytical and reasoning skills with great attention to details.
• Ability to work independently with minimal supervision and coordinate the completion of multiple tasks simultaneously.
• Ability to rapidly acquire knowledge of corporate policies and procedures.
• Excellent interpersonal skills.
• Excellent organization and planning skills
• Ability to speak publicly and effective presentation skills.
• Bachelor’s Degree in Human Resources, Business Administration, or equivalent job experience.
• Minimum five years’ experience in benefits administration.
• Previous work experience managing qualified and non-qualified retirement plans.
• Proficient with Microsoft Office Suite including Excel, Word, and Power Point.
• Proficiency with Human Resources Information Systems (HRIS).
• Working experience with labor and benefits laws

Nice To Haves

• CEBS (Certified Employee Benefits Specialist, CBP (Certified Benefits Professional, SHRM Certified Professional (SHRM SCP/ SHRM-CP) or HRCI Certified (SPHR/PHR)
• Working experience with labor and benefits laws.
• Infor CloudSuite/HR Talent (GHR) Experience

Responsibilities

• Perform all work in a safe manner, encouraging others to do the same, and reporting unsafe situations, environments, and work procedures.
• Abide by all corporate standards, policies, by-laws, rules, and regulations.
• Complete all assigned work in an accurate, timely, and efficient manner.
• Maintain a neat and orderly work area.
• Address benefit-related issues, queries, and requests from retirees, providing prompt and effective resolutions
• Create retiree communication for annual open enrollment
• Coordinate annual retiree meeting
• Meet with upcoming retirees to review process and retiree plans.
• Process separation of employment with third party vendors (COBRA, NRECA, others).
• Maintain all retiree medical plan enrollments, changes and terminations
• Accurately maintain data change in HRIS, carrier and vendor systems.
• Support grandfathered benefit plans
• Coordinate retiree age 65 process.
• Obtain estimate, option and Quasi retirement packages for defined benefit plan participants.
• Oversee life insurance enrollment, beneficiary maintenance and claims processes.
• Maintain manual processes such as beneficiary updates, non-EDI vendors, affidavits and statements of other coverage.
• Manage benefits billing and reconciliation including invoice review, payment processing, and discrepancy resolution.
• Ensure compliance with state and federal regulations (FMLA, ERISA, ACA, ADA, HIPAA, COBRA, Section 125 and DOL requirements)
• Assist with compliance data gathering and reporting.
• Prepare and facilitate mailing of required notices to employees and retirees as needed.
• Compile data needed for periodic actuarial trust sufficiency analysis
• Assist Benefit Analyst with census and related information to support retirement plan and flexible spending account non- discrimination testing efforts.
• Assist with annual W-2 and 11/15 salary reporting and on-going contributions for pension plan.
• Collaborate with Benefits Analyst on electronic data interface (EDS) file discrepancies
• Configure HRIS system for benefit plan set up, automated processes, testing, trouble shooting and manage
• Assist with annual benefit renewal budget projections
• Prepare and maintain Board of Director benefit and per diem statements.
• Partner with Benefits Analyst to implement and maintain vendor and retiree billing efficiencies
• Maintain and update SharePoint benefits page.
• Support wellness initiatives and events
• Reconcile 401(k) eligibility, loans, deferrals, and funding.
• Coordinate events related to quarterly financial advisor appointments, retirement planning seminars, health advocate and Medicare education sessions.
• Oversee and update benefit process mapping.
• Respond to benefit surveys, as appropriate.
• Accurately maintain employee benefit related documents for electronic filing and retrieval in electronic employee document management system
• Maintain benefit related agreements and contracts in electronic contract management system.
• Participate in HR projects such as wellness initiatives, policy updates, and process improvements.