Stifel Financial Corp.
Overview
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Benefits Specialist
role at
Stifel Financial Corp. . What You'll Be Doing The Benefits Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad. What We're Looking For
Lead and coordinate benefit projects including open enrollment and merger processes for all benefit programs to improve the associate experience. Participate and contribute to the strategic projects and initiatives of benefits programs, including preparing customized reports for monthly benefit auditing and vendor payment reconciliations. Lead and coordinate the implementation of benefit solutions, including partnering with broader internal and external stakeholders, as well as drafting and reviewing various participant-facing communications. Conduct training and education of the health, welfare, and retirement benefit plans for benefit team members, HR team members, participants, and vendors. Monitor and communicate effective associate benefits programs, including: associate benefits administration, 401k, and Health Care Reform compliance. Administer benefit programs and ensure compliance by tracking associate and company contributions, legal compliance reporting requirements, and audits related to the plans. Develop and maintain benefit program communications and keep program information and compliance up to date. Compile data and documentation for external and internal audits. Advise employees on a holistic basis regarding the associate benefits plans, and resolve disputes and claims issues. Partner with HR Business Partners in presenting benefit plan summary information during new hire orientations or for new branches. Reconcile, approve and track monthly premium statements for all group health insurance plans to ensure accuracy, payment processing, and reconciliation of employee benefit deductions. Collaborate with disability/leave of absence vendors and workers’ compensation vendors; act as liaison between vendors and employees and ensure understanding of state and federal laws. Periodic travel may be required, particularly during open enrollment season. What You'll Bring
Solid knowledge of ERISA, HIPAA, and the legal requirements concerning benefit plans and administration. Ability to communicate and present to all levels of the Firm. Expert knowledge of employment law and the principles and general procedures governing human resources. Solid knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Ability to understand the parts, causes, costs, and potential outcomes of issues and problems, and to implement information or formulate corrective actions, while understanding implications of new information for problem-solving and decision-making. Education & Experience
Minimum Required: Bachelor's degree, or equivalent experience. Minimum Required: 3+ years of benefits experience. Licenses & Credentials
Minimum Required: None Systems & Technology
Advanced skills in Microsoft Word, PowerPoint, Outlook Advanced in Excel (including pivot tables, vlookups, and formulas) Experience with HRIS database About Stifel
Stifel is a global wealth management and investment banking firm with a history of innovation. We are committed to helping clients and colleagues succeed. Our headquarters is in St. Louis, with offices worldwide. We offer an entrepreneurial environment and a comprehensive benefits package, including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer. Seniority level
Mid-Senior level Employment type
Full-time Job function
Human Resources
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Join to apply for the
Benefits Specialist
role at
Stifel Financial Corp. . What You'll Be Doing The Benefits Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad. What We're Looking For
Lead and coordinate benefit projects including open enrollment and merger processes for all benefit programs to improve the associate experience. Participate and contribute to the strategic projects and initiatives of benefits programs, including preparing customized reports for monthly benefit auditing and vendor payment reconciliations. Lead and coordinate the implementation of benefit solutions, including partnering with broader internal and external stakeholders, as well as drafting and reviewing various participant-facing communications. Conduct training and education of the health, welfare, and retirement benefit plans for benefit team members, HR team members, participants, and vendors. Monitor and communicate effective associate benefits programs, including: associate benefits administration, 401k, and Health Care Reform compliance. Administer benefit programs and ensure compliance by tracking associate and company contributions, legal compliance reporting requirements, and audits related to the plans. Develop and maintain benefit program communications and keep program information and compliance up to date. Compile data and documentation for external and internal audits. Advise employees on a holistic basis regarding the associate benefits plans, and resolve disputes and claims issues. Partner with HR Business Partners in presenting benefit plan summary information during new hire orientations or for new branches. Reconcile, approve and track monthly premium statements for all group health insurance plans to ensure accuracy, payment processing, and reconciliation of employee benefit deductions. Collaborate with disability/leave of absence vendors and workers’ compensation vendors; act as liaison between vendors and employees and ensure understanding of state and federal laws. Periodic travel may be required, particularly during open enrollment season. What You'll Bring
Solid knowledge of ERISA, HIPAA, and the legal requirements concerning benefit plans and administration. Ability to communicate and present to all levels of the Firm. Expert knowledge of employment law and the principles and general procedures governing human resources. Solid knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. Ability to understand the parts, causes, costs, and potential outcomes of issues and problems, and to implement information or formulate corrective actions, while understanding implications of new information for problem-solving and decision-making. Education & Experience
Minimum Required: Bachelor's degree, or equivalent experience. Minimum Required: 3+ years of benefits experience. Licenses & Credentials
Minimum Required: None Systems & Technology
Advanced skills in Microsoft Word, PowerPoint, Outlook Advanced in Excel (including pivot tables, vlookups, and formulas) Experience with HRIS database About Stifel
Stifel is a global wealth management and investment banking firm with a history of innovation. We are committed to helping clients and colleagues succeed. Our headquarters is in St. Louis, with offices worldwide. We offer an entrepreneurial environment and a comprehensive benefits package, including health, dental, and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer. Seniority level
Mid-Senior level Employment type
Full-time Job function
Human Resources
#J-18808-Ljbffr