Financial Benefits Analyst
Core
Administer retirement benefit plans (401(k), ESOP) and the Dealer Financial Security Program for retired dealers and team members.
Role type
entry-level financial benefits analyst
Builds
retirement benefit accounts and financial security records
Domain
corporate finance / retirement planning
Deliverable
dashboards & analysis
Required skills
data entry, record keeping, phone communication, email communication, basic spreadsheet usage, attention to detail, organization
Preferred skills
customer service experience, knowledge of retirement plans, second language proficiency
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Handle inbound/outbound calls and emails regarding benefit accounts, Update records and track account activity, Process weekly documentation and research data errors, Communicate with third-party administrator (Fidelity), Assist team members with retirement benefit needs
Seniority
Entry-level, training provided