Assistant Plan Associate (Canfield, OH)

BeneSys, Inc.; Canfield (OH); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

12 paid holidays

PTO with pro-ration in first year

Jury leave up to 20 days

Medical, dental, vision insurance

Company-paid life, short/long-term DI,

401k with employer match

Referral bonus for full-time referrals

Annual salary increases

Job summary

BeneSys, Inc. in Canfield, OH is seeking an administrative affiliate to assist the Plan Associate/Plan Manager in administering employee benefit plans, including Health & Welfare, Pension, and related funds. The role emphasizes organization, discretion, and accurate handling of funds and trustee communications.

The position involves in-office duties, board meeting preparation, and regular reporting, with a daytime schedule 7:30am–4:30pm, Monday to Friday.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Computer literate with intermediate knowledge of Microsoft Office.
• Highly organized with attention to detail and accuracy.
• Ability to prepare reports and coordinate with Trustees and vendors.

Responsibilities

• Assist in preparing meeting agendas, notices, and minutes for Board of Trustee meetings.
• Prepare monthly ad-hoc reports for Trustees and Locals.
• Update intranet Client Sites and Trustee/Participant websites with plan documents and notices.
• Assist with audits, fund documentation, and vendor correspondence.
• Maintain organized administrative files and calendars; schedule meetings.

Skills

Organization

Microsoft Office

Attention to detail

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Office

Job description

Please see below for a current listing of available positions at BeneSys.

Location: Canfield, OH

Job Id:2682

# of Openings:1

Summary – Assists the Plan Associate/Plan Manager in the administration of various employee benefit plans such as Health & Welfare, Defined Benefit and Defined Contribution Pension Plans, Vacation, Supplemental Unemployment Benefit Funds.

Essential Duties and Responsibilities include but are not limited to

Applicant must be highly organized with an eye for detail. They must be able to exercise discretion in all matters related to administration, including but not limited to Fund financial and in investment information, Trustee concerns, and participant appeals.

Board of Trustee Meetings

• Assist in preparing information and reports for the meeting agendas; prepare and distribute meeting notices for each Fund which includes the minutes from the previous meeting, tentative agendas, current financial statements and bills for ratification. Responsible for notification, scheduling, and confirmation of guests and vendors that are invited to attend meetings.
• Attend Board of Trustee meetings, as needed in person or virtually.
• Assist in updating BeneSys barometers and fund specific reports.
• Event/meeting preparation which includes coordinating attendees, catering arrangements, meeting booklets, room and electronic devices preparation.

Day-to-Day Responsibilities

• Open and sort all Fund correspondence; assist when needed with processing of all invoices received for the Funds, including monthly or quarterly billings from vendors, legal counsel, investment managers, investment consultants, health-care providers, etc.
• Prepare monthly ad-hoc reports for Trustees and Locals.
• Updating of the intranets Client Sites, Trustee and Participant websites, which includes ensuring Plan documents, SPD’s, amendments, participant notices, and plan changes are current. Assist Plan Associate with preparation and coordinating all employer participant mailings to notify of any benefit changes, rate changes, etc.including notification to Locals. This includes coordination with Support requesting data files and mail merge files.
• Set-up and maintain administrative papers and electronic files, maintaining organization of these files both on and off site. Responsible for coordinating participant website information including all participant mailings, current plan documents (SPD, amendments), benefit changes notices, vendor notifications, FAQs, and any other relevant information.
• Assist Plan Associate and Plan Manger with the Funds’ annual audit, as needed, by providing necessary data – minutes, plan documents, copies of checks, etc.
• Responsible for keeping accurate and up-to-date IFEBP membership, Trustee registration and accommodations. Maintaining all documentation including expenses, processing and organizing files for all requests for Trustee expense advances, reimburses, and lost wages.
• Assisting the Plan Associate and Plan Manager through tracking management calendars, scheduling meetings, event planning, generating reports, conducting project research. May involve drafting, editing, proofing, and other documentation for Board of Trustee and vendor meetings, setting up, and cleaning up afterwards.
• Regular and predictable attendance is an essential function of this job.

Qualifications -

Organization skills a must.

Education and/or Experience -

High school diploma or equivalent required, college degree preferred. Candidate must be computer literate possessing an intermediate knowledge of Microsoft Office.

Language Skills -

Ability to read, analyze and interpret general correspondence. Ability to prepare reports, draft meeting minutes and correspond with Fund vendors, participants and Trustees. Ability to effectively present information and respond to inquiries from managers, clients, vendors and participants.

Reasoning Skills -

Ability to interpret and follow a variety of instructions furnished in written or oral form. Must be attentive to detail and disciplined to meeting deadlines and establish priorities.

Physical Demands -

This job can be stressful and demanding at times and the successful candidate must be able to work effectively under those conditions.

Work Schedule -

Full time. Monday – Friday, 7:30am - 4:30pm. Required in office (No at-home days).

Competitive Benefits and Compensation Package

• 12 paid holidays
• Paid Time Off (PTO)
  • Pro-rated during first year of employment
  • 15 days of PTO provided in the next calendar year!
• Up to 20 days paid jury leave
• Medical, dental, and vision insurance, with option for dependent coverage
• Company-paid basic life, short-term disability, long-term disability, and AD&D insurance
• 401k with employer match
• Referral bonus for all successful full-time referrals
• Annual opportunities for increases

Pay -

The hourly rate is $20.00. Actual rate dependent on location, skills, education, experience and other business factors.

Our Culture

BeneSys wants to be a great service provider to the members we serve, and we recognize we can only do that if we are also a great employer with successful employees. In short, our success is driven by our employees' successes. We want to be a place where people want to work, feel proud of what they do and feel fulfilled both professionally and personally. We want to create a place where employees can find long-term growth and potential.

Our culture focuses on three core values:

• Collaboration: working together across 31 locations to achieve the best for the company and our clients
• Dedication: striving to create an environment where all employees work toward a common goal while committing to providing the best customer service to our members and our colleagues
• Integrity: doing what we say we will do. Upholding strong ethical and moral principles

ADA & EEO

Reasonable accommodations will be made so that qualified individuals with disabilities are able to complete the application process and, if hired, fulfill the essential functions of their job.