US Benefits Coordinator, Officer

Under the direction of the US Benefits Delivery Manager, the US Benefits Coordinator, Officer will perform the responsibilities of an experienced Benefits administrator with the ability to interact at all levels of the organization to support the delivery and administration of State Street’s US benefits and retirement plans and wellness initiatives. The US Benefits Coordinator will serve as a main point of contact for escalated issues (Tier III) and will work closely with internal stakeholders and vendors to ensure that issues are being properly addressed. The individual in this role will also facilitate and track compliance and legal filings for all US benefits, including health and welfare as well as retirement plans.

Key Responsibilities

• Support the US Benefits Delivery Manager on service delivery of all US benefits, wellness programs and retirement plans ensuring data accuracy from external vendors, regularly monitoring and updating scripts used by the GHR Service Center and other external providers, and responding to Tier 3 employee inquiries
• Coordinate the day-to-day administration of US health and welfare benefits programs including, but not limited to, Medical, Rx, Dental, Vision, Disability, Life, AD&D, etc. and manage any benefits-related audits
• Coordinate the day-to-day administration of all US retirement plans including annual retirement plan audits and legal filings, and partnering with external retirement administration partners and advisors
• Ensure compliance with policies, state and federal laws and oversee preparation and filing of required legal reports including health and welfare regulatory documents including Form 5500’s, Summary Plan Descriptions (SPDs), Summaries of Material Modifications (SMMs) and Summary Annual Reports (SARs)
• Coordinate the annual open enrollment process and general project management in conjunction with third-party vendors
• Assist in the review of employee benefits communications and manage communication execution
• Participate in various special projects and benefit initiatives including identifying milestones, testing and tracking to ensure timely implementation
• Assist with updates to compliance calendar for required notices, reports, filings, and employee communications
• Support the onsite US BeWell Coordinator’s activity planning including wellness fairs and onsite workshops, as needed
• Support vendor management activities relating to all US benefit vendors via the Third Party Risk Management Program and ensure vendor contracts and change controls are properly documented and maintained

Qualifications:

• 4+ years of experience in a Benefits or HR administration/operations role
• Knowledge of US benefits and retirement regulations including 401(k), ERISA, COBRA, HIPAA, and ACA is strongly preferred
• Ability to demonstrate a flexible approach and ability to work within tight deadlines is essential. Ability to partner and collaborate with Finance staff, HR Business Partners, Legal Department, other internal stakeholders and external vendors and consultants
• Ability to interact with employees and management and handle confidential information in a professional manner
• Ability to set priorities, handle multiple tasks simultaneously and deliver high quality work with attention to detail
• Bachelor’s degree in management, human resources, or similar; or equivalent experience.
• Proficiency with MS Word, Excel and PowerPoint is required.
• Strong problem solving, communication, organizational and customer service skills are required, coupled with a strong sense of urgency toward problem resolution
• Team player with a positive attitude and solid collaborative skills

COVID-19 Protocols: Complying with State Street’s COVID-19 protocols is a condition of employment. Those requirements may vary depending on circumstances and legal requirements, and may include, without limitation, a requirement to be vaccinated (or have an accommodation), to disclose vaccination status, to provide evidence of vaccination status, etc.