Qureos Mentor

InvestCloud, Inc

<div>As a member of the HR Operations team, the Sr. Benefits/HR Operations Specialist is responsible for managing the global benefits and leave management programs for our employees in the US, Canada, Europe and APAC regions. In this role you will be responsible for managing benefits programs, including vendor relationships, reconciliation, audit, open enrollment, and communications; and responding to HR inquiries from team members, collaborating with HR Business Partners and HR Centers of Excellence to provide outstanding customer service, and executing on a seamless onboarding and offboarding processes. Additional responsibilities may include primary or backup support for compensation administration, HRIS updates/reports/audits, employee files, HR compliance, documentation, process improvement, global mobility and immigration.

What does a great Sr. Benefits/HR Operations Specialist do?

A great Sr. Benefits/HR Operations Specialist embodies InvestCloud values, acts with empathy, is focused on the employee experience, has a keen eye for detail, acts with integrity when dealing with sensitive data or situations, and always maintains professionalism. This person will be responsible for managing the benefit programs, while implementing proactive recommendations to ensure employee knowledge of the related programs. The person in this role will interact with employees and people managers at all levels across our organization, as well as managing the relationships with our benefit providers.

How you will provide meaningful contributions:
<ul>
<li>Manages the company health &amp; welfare, retirement and other benefit plans for our US, Canada, Europe, and APAC based employees.
<ul> <li>Leads the relationships with our benefit providers, including brokers, vendors, and advisors to ensure accuracy in plan and claims administration.</li>
<li> Leads employee education and communications for Open Enrollment, intranet pages, and addressing employee inquiries. Acquires and distributes/posts relevant information and documentation. Explains benefit plan policies, procedures, and legal requirements to employees and beneficiaries. Conducts/arranges group benefits education presentations.</li>
<li> Ensures the accuracy of all benefits enrollments and set up in the HRIS to provide vendors with accurate information.</li>
<li> Ensures plans are administered in accordance with company and regulatory guidelines. Manages the timely completion of plan audits and government filings.</li>
<li> Researches and recommends appropriate benefits plan designs and services based on data analysis. Informs the company of benefits trends in the market to advise on plan needs, trends, regulations and practices, to achieve company goals. Leads the modification of existing benefits programs.</li>
</ul></li><li>Manages all LOA and accommodation requests.
<ul> <li>Communicates with employees regarding leaves and/or modified work schedules. Ensures that employees are aware of their responsibilities, documentation, and notice requirements. Maintains complete and accurate records in accordance with specified legal requirements and documentation of best practices.</li>
<li> Advises managers and employees on the interaction of leave laws with paid time off, workers compensation, and short-term and long-term disability benefits. Ensures Payroll has accurate time off records for paid LOA.</li>
<li> Effectively interprets FMLA and ADA implications as they relate to leaves of absences/disabilities.</li>
</ul> </li><li>HR Operations</li>
<li><ul> <li>Onboarding and offboarding activities for US/Canada employees including pre-hire communications, new hire documentation, employment eligibility verification (Form I-9, E-Verify), orientation presentations/logistics, departure meetings, and answering employee questions. Communicate with internal team members including the manager, HR Business Partners, Talent Acquisition, IT, Payroll, and Benefits.</li>
<li> Manage benefits/employment-related inquiries from employees and supervisors; independently respond or make suggestions to the appropriate teams to keep all concerned parties informed. Provide research and background information as appropriate. Coordinate with HR Business Partners, COE, and other teams for timely responses.</li>
<li> HRIS and employee documentation. Provide HR data and changes to payroll. Maintain records, process changes, and provide reports. Analyze data to identify trends/issues and make recommendations to leadership on actions.</li>
<li> Manage digital solutions for HR processes to ensure the proper information is gathered, reported, and communicated to the appropriate teams.</li>
<li> Work with HR Ops, HR Business Partners, and COE teams on other HR workstreams and projects, including compliance, compensation &amp; benefits, HRIS, global mobility, leave &amp; accommodation request management, talent acquisition, background checks, recognition programs, company culture, etc.</li>
</ul></li> <li>Administers and executes human resource projects as needed. Complete data requests, audit requests, analysis, or special projects.</li>
<li> Maintains company compliance with federal (US, Canada), state/province, and local employment laws and regulations, and recommended best practices; reviews policies and practices to maintain compliance.</li>
<li> Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources and employment law.</li>
<li> Performs other duties as assigned.</li>
</ul>
Basic Qualifications for Consideration:
<ul>
<li>Demonstrated ability to apply Benefits and Human Resources KSA&rsquo;s as demonstrated through a combination of work experience, academic achievement, and/or professional certifications:
<ul> <li>Prior in-depth benefits experience (in a software, finance, or professional services organization, or similar industry preferred)</li>
<li> Degree in Human Resources, Business Administration, or a related field</li>
<li> CEBS, SHRM-CP, HRCI PHR, or similar certification</li>
</ul></li><li>Computer Proficiency
<ul> <li>Microsoft Office Suite or related software; proficiency in Excel</li>
<li> Proficiency with or the ability to quickly learn the organizations HRIS, LMS, and related HR systems; UKG experience preferred</li>
</ul></li><li>Knowledge/Skills/Abilities
<ul> <li>Ability to thrive in a fast-paced environment, work a varied work schedule to meet company and employee needs across multiple time zones and countries; primary focus is on US/Canada</li>
<li> Advanced knowledge of employee benefits and applicable laws and regulations to ensure the company remains compliance</li>
<li> Experience partnering with/managing 3rd party vendor relationships</li>
<li> High-level verbal and written communication skills, with both internal and external stakeholders</li>
<li> High-level organizational skills and attention to detail; accuracy</li>
<li> High-level time and project management skills with a proven ability to meet deadlines</li>
<li> High-level interpersonal skills and emotional intelligence</li>
<li> Strong presentation skills, both in-person and virtual formats</li>
<li> Strong analytical and problem-solving skills</li>
<li> Good negotiation, and conflict resolution skills</li>
<li> Ability to prioritize tasks and act with a sense of urgency</li>
<li> Ability to act with integrity, professionalism, and confidentiality</li>
</ul>
</li></ul><div><div>About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company&rsquo;s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World&rsquo;s Top Fintech Company, a proof point of the company&rsquo;s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values
<ul>
<li>Client Connected</li>
<li>Human Centered</li>
<li>Technology Forward</li>
<li>Respect + Integrity</li>
<li>Excellence</li>
</ul>
The actual salary will vary based on applicant&rsquo;s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant&rsquo;s geographic location. Salary range: $85,000 - $105,000

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

#LI-HJ1
</div>
</div>Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Senior Specialist, Benefits & HR Operations

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Senior Specialist, Benefits & HR Operations