Assistant Manager, Benefits Administration

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field preferred; equivalent experience considered
• Minimum of 4–6 years of experience in benefits administration, pension administration, office management, or a related role
• Experience in a multi-employer, union, or ERISA-regulated environment strongly preferred
• Strong knowledge of employee benefit plans and regulatory frameworks, including ERISA, COBRA, HIPAA, and related federal laws
• Experience supporting annual reporting processes, including Form 5500/990 preparation and audit coordination
• Familiarity with PBGC filings, census data processing, and actuarial coordination preferred
• Proficiency in Microsoft Office, particularly Excel for data analysis and reporting
• Strong attention to detail with the ability to manage complex data and ensure accuracy across multiple processes
• Excellent organizational and project management skills with the ability to manage multiple priorities and deadlines
• Strong communication and interpersonal skills, with the ability to interact effectively with clients, trustees, consultants, and internal teams
• Ability to handle sensitive financial and participant information with a high level of discretion and professionalism

Responsibilities

• Support to assist in the preparation of annual reporting
• Aid auditors in the preparation of Form 5500, Form 990, and related schedules
• Communicate plan report results and applicable legislative updates to plan sponsors and advisors
• Manage participants, dependents, and beneficiaries to ensure plans are administered in accordance with plan documents
• Maintain familiarity with and apply regulatory requirements, including ERISA, MPPAA, COBRA, ADEA, REA, OBRA, HIPAA, FMLA, and related federal guidelines
• Read and interpret legal plan documents, amendments, and incoming correspondence
• Review and import census data and reconcile participant account data, including receivable contributions
• Calculate annual plan contributions
• Partner with enrolled actuaries, attorneys, accountants, investment managers, and consultants to support timely and accurate completion of calculations and valuations
• Discuss plan design changes and options with clients
• Prepare and facilitate PBGC filings for covered defined benefit plans
• Ensure compliance with applicable requirements from the Internal Revenue Service, Department of Labor, and Labor Management Relations Board
• Build and maintain strong client relationships through excellent customer service