Benefits/Payroll, Specialist – Retirement
Core
Administers daily operations of the firm's US retirement plans, including budgeting, audits, reporting, and filings.
Role type
Specialist, Retirement Benefits
Builds
Retirement plan administration processes and compliance filings
Domain
Law firm HR / Retirement Benefits
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Retirement plan administration, Financial statement preparation, Form 5500 filing, Manual audits, Budget preparation, Quality control, Plan administration manual updates, Committee meeting minutes, Open enrollment management, Advanced Excel (formulas, pivot tables, troubleshooting)
Preferred skills
Accounting background, Quantitative field coursework
Responsibilities
Prepare annual retirement budget, Conduct manual audits on contributions and deferrals, Prepare quarterly contribution trackers, Review monthly plan reporting, Support annual audits and Form 5500 filings, Update plan administration manuals, Assist with Benefits Committee minutes, Manage annual Partner 401(k) open enrollment
Seniority
Mid-level Specialist