Senior Associate, Financial Benefits - Retirement

Who You Are

You have no issue with doing what needs to be done in troubleshooting, addressing, and escalating emerging issues. You’re successful in working independently to meet deadlines, and can also collaborate cross functionally within the organization and with third party partners. You are a champion of analyzing, lateral thinking, and problem solving. 

As the Senior Associate, Financial Benefits - Retirement, you will be responsible for the success of the financial operations as well as support the Retirement program at Justworks.  You will also work closely with Financial Operations Analysts and Product and Engineering teams to improve existing systems.

At Justworks, we’re united by shared goals and shared motivations. These are best summed up in our company values, which are reflected in our product and in our team. Read more here.

We’re helping people by providing them a world class benefits experience.  Our retirement plan is a rapidly growing program  at Justworks. Here you’ll have the opportunity to help manage the day-to-day operations, interface with our partners, and help make a difference on how our program operates.

Your Success Profile

What You Will Work On

• Support the handling of escalated or complex cases involving the administration of benefits, including but not limited to:
• Oversee and negotiate SOP creation and adherence in conjunction with our partner
• Flag SLA compliance issues and recurring themes with our partner
• Resolve complex benefit inquiries/issues generated by Customer Success and Sales teams within the agreed upon service level agreements (SLAs)
• Work closely with internal Benefit Specialist team to identify patterns of outreach to improve customer experience
• Share resources such as Confluence pages to the Customer Success team that can clarify SOPs
• Build out and maintain internal benefit resources (help articles, training decks, process documentation, etc.)
• Participate in internal and regulatory audits of partners, products, and systems
• Assist Team Lead with new-hire training for the Associates position
• Work closely with third party partner to resolve escalated issues and raise up recurrent problems or system changes
• Act as backup to Team Lead on Partner calls including relaying weekly operational issues, feedback, and questions
• Work with internal teams and third party partner to track and administer all recurring processes in adherence with deadlines 
• Consistently evaluate current processes and create new policies and documentation surrounding plan maintenance and servicing guidelines
• Partner with our Product, Engineering, and Legal teams to improve systems and resolve issues
• Lead feature requests and use-cases to improve backend functionality by working closely with Engineering stakeholders

How You Will Do Your Work

As a Sr. Associate, how results are achieved is paramount for your success and ultimately result in our success as an organization. In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following:

• Detail-oriented - exercises extreme attention to detail; is thorough, accurate, organized, and productive and seeks to understand both the cause and effect of a situation.
• Ethical practice - the ability to integrate core values, integrity and accountability throughout all organizational and business practices.
• Clear communication - the ability to articulate thoughts and express ideas effectively using oral, written, visual and non-verbal communication skills, as well as listening skills to gain understanding.
• Analytical - uses a logical reasoning process to break down and work through a situation or problem to arrive at an outcome.
• Good judgment - the exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome.

In addition, all Justworkers focus on aligning their behaviors to our core values known as COGIS. It stands for:

• Camaraderie - Day to day you can be seen working together toward a higher purpose. You like to have fun. You’re an active listener, treat people respectfully, and have a strong desire to know and help others.
• Openness - Your default is to be open. You're willing to share information, understand other perspectives, and consider new possibilities. You’re curious, ask open questions, and are receptive to thoughts and feedback from others.
• Grit - You demonstrate grit by having the courage to commit and persevere. You’re committed, earnest, and dive in to get the job done well with a positive attitude.
• Integrity - Simply put, do what you say and say what you'll do. You’re honest and forthright, have a strong moral compass, and strive to match your words with your actions while leading by example. 
• Simplicity - Be like Einstein: “Everything should be made as simple as possible, but no simpler.

Qualifications

• Minimum of 3 years of work experience in a similar role
• Experience working in a fast-paced, data-driven environment
• Experience working cross-functionally
• Experience with partnership management
• Experience with Jira and Confluence or similar software
• Ability to work both independently and as a team
• Strong analytical, written and verbal communication skills
• Ability to learn new technologies quickly
• Partnership management experience preferred
• SQL knowledge preferred
• Knowledge of Employer Sponsored Benefit Plans required
• Advanced knowledge of Financial Benefits required
• Experience in 401(k) and knowledge of employer-sponsored benefit plans required
• QKA, RPF certification, or equivalent strongly preferred

The base wage range for this position based in the NYC-metro area is targeted at $75,500.00 to $83,050.00 per year.

The base wage range for this position based outside the NYC-metro area is is targeted at $70,215.00 to $77,236.50 per year.

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