Associate, Financial Benefits - Retirement

Do you love to problem solve issues for customers?  Do you enjoy working cross-functionally to manage projects that have a large impact on operational processes? How would you like to be part of a fast growing team with the ability to learn and develop new skills?

We’re helping people by providing them a world class benefits experience.  Our 401(k) 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 vendor, and help make a difference on how our program operates.

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.

• Perform day-to-day operations for partners, including but not limited to: 
• Confirm, process and submit overcontribution request forms received from Empower
• Investigate flagged deferral inquiries and discrepancies
• Work with partner to calculate and fund missed earnings for missed deferral and match opportunities
• Assist in resolution of benefit inquiries/issues within the agreed upon service level agreements (SLAs) with external and internal partners, including:
• Evaluate and process eligible reversal requests
• Identify missed deferral opportunities and provide required compliance notices
• Identify missed match opportunities, calculate and charge ERs match amounts for funding
• Map deferrals to newly established entities to ensure continuity of retirement plan coverage
• Assist senior team members in building out internal benefit resources (help articles, training decks, etc.)
• Develop creative solutions for new issues with assistance from supervisors using available resources and systems
• Work closely with third party partner to resolve participant and adopter-level issues, improve processes and streamline data and reporting to ensure plan compliance. 
• Partner with our Customer Service Organization, Product Support Specialists, and Legal teams to improve systems and resolve issues
• Perform other related duties as assigned

As an 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.

• Minimum of 2 years of work experience in a similar role
• Knowledge of Excel or equivalent required
• Ability to work as part of a team
• Process-driven and technologically savvy
• Strong written and verbal communication skills
• Experience breaking down complex concepts to core details
• Experience working in a fast-paced, data-driven environment:
• SQL knowledge preferred
• Knowledge of employer-sponsored benefit plans required
• Knowledge of financial operations a plus
• Experience in 401(k) required
• RPF certification, or equivalent strongly preferred

The base wage range for this position based inside the NYC-metro area is targeted at $32.70 to $35.97 per hour.

The base wage range for this position based outside the NYC-metro area is is targeted at $30.41 to $33.45 per hour.

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