Client Services Liaison – Employee Benefits
Summary
This position supports the Employee Benefits department in administering and consulting on a variety of retirement plans. Please note: this position is focused on retirement plans and does not involve any HR work related to benefits such as health or dental plans. This position can be part-time or full-time (20-40 hours per week) based on the applicant’s preference, but the schedule must be set once a decision is made. Benefits eligibility begins at 25 hours per week.
What you’ll do every day…
• Work with clients to obtain information needed for year-end reporting
• Ensure completed client paperwork is complete and accurate
• Respond to routine client questions
• Assist in reconciliation of plans using Excel
• Preparation of plan filings including Form 1099-R, 5500 & 8955-SSA
• Support team members with daily tasks as needed
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