Financial Benefits Analyst – Retirement
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Job Description
Analyst managing financial benefits and retirement operations at startup Justworks. Executing daily operations, managing audits, collaborating with teams to improve benefits processes.
Responsibilities:
- Execute day-to-day operations as part of the Justworks Benefit, including conducting recurring daily, weekly, monthly and quarterly audits of system data and data from our partners
- Oversee daily incoming and outgoing file feeds to ensure the timely sharing of data
- Collaborate with team leads to triage any system bug investigation and own end to end remediation with engineering
- Communicate with our partner to relay issues and findings of audits
- Maintain partner and internal partner SLAs
- Assist the Sr. Analyst with completing regular billing and invoicing of contributions for our Benefit Partners
- Work with internal stakeholders including Product, Engineering, Legal, and Finance and external stakeholders including Benefit Partners when necessary to resolve escalated issues
- Own or assist the Sr. Analyst with any system bug investigation and remediation
- Gather and analyze customer benefits data and other sensitive information, utilizing SQL, Excel, and proprietary systems
- Identify and resolve errors and pain points in benefits operations using creative technical solutions
- Assist with executing regular filings and/or any additional regulatory duties
- Work cross-functionally with internal teams to ensure systems and procedures are updated accordingly
- Track, analyze and report on regular KPIs
- Create various operational tools and dashboards as needed
- Partner with other team members on various project work as needed
- QA any member data as needed
- Identify pain points in benefit operations and work with our Product and Engineering teams to improve systems and resolve issues
- Assist the Sr. Analyst in coordinating system implementation of new benefits features with Product and Engineering teams
Requirements:
- Minimum of 3 years experience in a similar role
- SQL knowledge required
- Strong written and verbal communication skills
- Extremely detail-oriented with great time management skills
- Experience working in a fast-paced, data-driven environment
- Experience working cross-functionally
- Strong analytical and data management skills
- Strong execution skills
- Tableau, Jira, Excel, and Confluence experience preferred
- Knowledge of Employer Sponsored Benefit Plans + 401(k) required
- Retirement certifications (RPF, QKA, etc) strongly preferred
Benefits:
- Great benefits
- Wellness program offerings
- Company retreats
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