Who You Are

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 with 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 vendor, and help make a difference in how our program operates.

Your Success Profile

What You Will Work On

• Execute day-to-day operations as part of Justworks Benefits Programs
• Work with third party partners to resolve escalated issues
• Identify pain points in benefit operations and work with our Product and Engineering teams to improve systems and resolve issues
• Gather and analyze customer benefits data and other sensitive information, utilizing SQL, Excel, and proprietary systems
• Coordinate system implementation of new benefits with Product teams
• Maintain and execute regular filing and/or any additional regulatory duties
• Support or lead new hire training of analysts
• Create and maintain standard operating procedures and policies to conduct recurring financial and operational audits
• Create policies surrounding plan servicing guidelines in conjunction with team leads
• Conduct recurring reconciliations and audits of financial areas of risk including but not limited to contributions, ACH transactions, and partner invoices
• Conduct recurring reconciliations and audits of operational areas of risk including but not limited to 401(k) plans, amendments, loans, and distributions
• Identify and lead projects that will significantly impact and improve the operations and/or workflow of the Retirement team
• Assist Senior Analyst with large-scale projects, annual audits, and industry certifications
• Maintain vendor and internal partner SLAs
• Performs other related duties as assigned

How You Will Do Your Work

As a Financial Benefits - Retirement Analyst, how results are achieved is paramount for your success and ultimately results 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 judgement - 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 experience in a similar role
• SQL knowledge required; Tableau, Jira, Excel, and Confluence experience preferred
• Knowledge of Employer Sponsored Benefit Plans + 401(k) required
• Retirement certifications (RPF, QKA, etc) strongly preferred
• 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

The base wage range for this remote position is targeted at $69,750 to $76,725 per year.

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