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Financial Benefits Associate (Retirement)

Exclusive opportunity

Onsite

Financial Benefits Associate (Retirement)

Justworks

Financial Benefits Associate (Retirement)

Skills

SQL QueriesBudgeting

3 months ago

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Important information


Contract type:

Permanent

Location:

New York, NY, USA

Work mode:

Onsite

Published on:

9 August 2026

What they need


  • Perform day-to-day operations for our 401(k) program as part of Justworks Financial Benefits Programs
  • Resolve benefit inquiries/issues generated by Customer Success and Sales teams within the agreed upon service level agreements (SLAs)
  • Triage incoming issues/inquiries to identify need for engineering intervention and escalate accordingly
  • Work with third party vendors to resolve escalated issues - enrollment errors, plan set ups, document requests, etc
  • Resolve employee and employer level benefit requests such as; new enrollments, plan and amendment set ups, loan setups, etc
  • Assist senior team members in building out internal benefit resources (help articles, training decks, etc.)
  • Develop creative solutions for new issues with assistance from supervisors using available resources and systems
  • Perform other related duties as assigned

Benefits

  • Paid volunteer work
  • Paid parental leave
  • Work from home opportunities
  • Medical, dental, and vision insurance, plus access to One Medical, Kindbody, and Teladoc
  • Premium access to Headspace, ClassPass stipends, and webinars to support your overall wellness on topics like nutrition, budgeting, mindfulness, and more
  • All Justworks offers include equity, and Justworkers can continue to earn more over time with promotions and tenure
  • Extensive learning & development opportunities through workshops, ExecOnline, Udemy, and BetterUp coaching
  • Apprenticeship program that supports internal movement and growth- Experience working in a fast-paced, data-driven environment
  • Ability to work as part of a team
  • Experience breaking down complex concepts to core details
  • Experience in 401(k) and knowledge of employer-sponsored benefit plans strongly preferred
  • Strong written and verbal communication skills
  • Minimum of 2 years experience in an operations, onboarding role or customer service related field
  • Knowledge of Excel or equivalent required; SQL knowledge preferred
  • Process-driven and technologically savvy

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