Benefits Specialist

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Benefit Specialist interprets the Firm's associate benefit program. This position also leads the associate benefit program, implements projects, and addresses associate benefit needs and concerns, in both the U.S. and abroad.

What We're Looking For

• Lead and coordinate benefit projects including open enrollment and merger processes for all benefit programs to improve the associate experience.
• Participate and contribute to the strategic projects and initiatives of benefits programs to include preparing customized reports for monthly benefit auditing and vendor payment reconciliations.
• Coordinate the implementation of benefit solutions, including partnering with broader internal and external stakeholders, as well as drafting and reviewing various participant facing communications
• Conduct training and education of the health and welfare, and benefit plans for benefit team members, HR team members, and participants and vendors
• Administer benefit programs and ensure compliance by tracking associate and company contributions, legal compliance reporting requirements, and conduct the audits related to the plans
• Develop and maintain benefit program communications and maintain program information and compliance.
• Advise employees on a holistic basis regarding the associate benefits plans, and resolve disputes and claim issues
• Partner with HR Business Partners in presenting benefit plan summary information during new hire orientation sessions or for new branches.
• Reconcile, approve and track monthly premium statements for all group health insurance plans to ensure accuracy, process for payment, and reconcile employee benefit deductions.
• Partnering with disability/leave of absence vendor and workers compensation vendor and act as a liaison between the vendor and employees and understanding of state and federal laws
• Periodic travel may be required particularly during open enrollment season.

What You'll Bring

• Solid knowledge of ERISA, HIPAA, and the requirements concerning benefit plans and administration.
• Experience with health and welfare day to day operations and benefit plan administration.
• Ability to communicate and present to all levels of the Firm.
• Proven ability to understand the causes, costs, and potential outcomes of issues and problems, and to implement information or formulate corrective actions.

Education & Experience

• Minimum Required: Bachelor's degree or equivalent experience.
• Minimum Required: 3+ years' of benefits experience.

Licenses & Credentials

• Minimum Required: None

Systems & Technology

• Advanced in Excel (including pivot tables, vlookups, and formulas)
• Advanced skills in Microsoft Word, PowerPoint, Outlook
• Experience with HRIS database

About Stifel

Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.