Defined Contribution / Benefit Associate
Morneau Shepell
Hartford, CA
5d ago

Build a meaningful career

At Morneau Shepell, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives.

The extraordinary expertise of a more than 6,000-strong workforce is harnessed to support the employees and families of the organizations we serve.

Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

Defined Contribution / Benefit Associate


The Defined Contribution / Benefit Associate is responsible for performing a variety of analytical functions associated with onboarding, and providing support for more complex defined contribution, defined benefit, and non-qualified plans.

Specific activities of the Defined Contribution / Benefit Associate role include plan set-up, data automation, payroll set-up, plan maintenance and loading transition data to internal systems.

This role works closely with Data Managers, and supports the more complex technical problems and issue resolutions that may arise.

Responsibilities :

  • Managing plan maintenance inquiries
  • Completing new plan participant set up
  • Making changes in payroll remittance method
  • Completing participant updates and data reviews
  • Performing data automation
  • Performing a variety of analytical functions associated to simple and complex activities
  • Demonstrating the ability to prioritize and work under tight deadlines and multiple touch points
  • Demonstrating the ability to support and perform multiple tasks across a primary function
  • Demonstrating the ability to identify data needs, and support process and procedure improvements
  • Demonstrating strong initiative and willingness to improve technical expertise
  • Consistently meeting quality and production standards and adhere to standard operating procedures
  • Supporting additional tasks and special projects as required
  • Succeeding as a Defined Contribution / Benefit Associate will require the following core qualifications and skills :

  • Bachelor’s degree in Business Administration, Human Resources or a relevant field; or equivalent work experience required
  • Client service, operational, and administrative work experience in a fast-paced, deadline driven environment is required
  • 3+ years of industry experience in retirement, group benefits administration, insurance, financial services or Human Resources consulting preferred
  • Strong computer skills, including proficiency with Microsoft Office application software is required
  • Strong communication skills, and the ability to foster relationships with internal and external partners
  • Ability to work independently as well as collaborate with others
  • Ability to work in a fast-paced, changing environment
  • Shows initiative and is results oriented
  • Strong time management skills, with the ability to multitask and prioritize work
  • Strong attention to detail
  • Morneau Shepell is an Equal Opportunity Employer. It is our policy to hire without regard to race, color, creed, religion, national origin, citizenship status, sex, marital status, age, disability, sexual orientation or veteran status.

    Job Grade : MS2

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