Executive Benefits Associate

Executive Benefits Associate page is loaded## Executive Benefits Associate locations:
Chicago, IL (N. Wacker Dr.)time type:
Full time posted on:
Posted Todayjob requisition :
R8302
* We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot.

Your best life awaits.
* Must be eligible to work in the United States without the need for work visa or residency sponsorship.
** Our Newest Opportunity:
*
* Summary:

This role is responsible for supporting all aspects of Executive Benefits operations,contributing to smooth plan administration, accurate data management, and exceptional client service. This position will help with plan documentation, fees, compliance deadlines,and participant education initiatives, collaborating with internal teams for successful plan implementation and client service.

Essential Duties and Responsibilities (includes but is not limited to):
· Learn and apply fee analysis and benchmarking practices to contribute to optimizedplan performance.
· Develop basic plan review meeting materials to support client communication,collaborating with senior colleagues.
· Track key dates and events for clients and advisors, with guidance from the team.
· Assist with plan amendments and recordkeeper updates under supervision.
· Review consulting invoices for accuracy and learn the approval process.
· Update fee and service agreements for plan sponsors under the guidance of seniorassociates.
· Support new business and lost business processes by assisting with data entry and ensuring accurate submission and monitoring.
· Provide general support to advisors and clients by resolving basic administrative issues and directing complex inquiries to senior team members.
· Assist with communication related to plan changes, keeping clients and advisorsinformed.
· Schedule and follow up on client meetings under supervision to ensure effective communication.
· Participate in RFP due diligence research tasks under the guidance of senior colleagues.
· Assist with planning and scheduling participant education sessions, includingenrollment meetings.
· Conduct research and develop basic communication materials to promote participanteducation initiatives, collaborating with the team.
· Update Salesforce data related to plan design, contacts, and marketing distributionwith oversight from the team.
· Manage personal productivity in Salesforce and contribute to team success.

Qualifications, Skills and Requirements:
· Emerging understanding of 409A regulations and industry best practices in the Executive Benefits industry.
· Demonstrated capacity to build and document processes and procedures.
· Excellent communication, presentation, and interpersonal skills.
· Experience with data analysis and reporting tools.
· Demonstrated ability to manage multiple tasks and projects effectively.
· Proactive and results-oriented approach to client service and business development.
· Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
· Ability to adapt to a rapidly changing business and technology environment.
· Continual learner mentality, able to adopt new solutions and help respond to theimpact of new systems.
· Must be able to maintain confidentiality of highly sensitive client information,including personnel and financial data.
· Regular and predictable attendance is required.
· Business travel up to 25%.Education, Training and

Experience:

· Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant work experience.
· 0-2 years of experience in Executive Benefits operations or a similar role.

Other:

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be…