Benefits Assistant

You demonstrate a strong work ethic and uphold the highest standards of professionalism and confidentiality, both of which are essential to your success in this role. Utilizing your exceptional administrative, organizational, and technical skills, you serve as a first point of contact for employees and partners, providing responsive and knowledgeable support. You deliver high-level administrative assistance to multiple members of the Benefits Team while ensuring excellent customer service across the firm. Your responsibilities include managing weekly, monthly, and quarterly census filings with various vendors; reconciling benefits invoices against enrollment data to ensure accuracy; and preparing retirement plan and other benefits-related invoices for payment, including applicable consulting fee invoices.

You maintain employee personnel files by scanning, indexing, and safeguarding confidential documents in compliance with firm policies and regulatory requirements. You also process mailings related to firm-sponsored benefits programs and assist with drafting, distributing, and tracking required Benefits Plan compliance notices. In support of audits and regulatory obligations, you assist with benefits-related audits and filings, including Form 5500 submissions. Additionally, you organize and maintain confidential employee benefits records, prepare and send eligibility and enrollment notices—including initial 401(k) plan communications—and contribute to special projects and additional administrative duties as assigned. Your initiative, attention to detail, and collaborative approach are critical to supporting the overall success of the Benefits Team and the firm.