Senior Associate, Financial - Retirement

Who We Are

At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people.

We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you.

We’re united by shared goals and shared motivations se are best summed up in our company values, which are reflected in our product and in our team.

You have no issue with doing what needs to be done in troubleshooting, addressing, and escalating emerging issues. You’re successful in working independently to meet deadlines, and can also collaborate cross functionally within the organization and with third party partners. You are a champion of analyzing, lateral thinking, and problem solving.

As the Senior Associate, Financial Benefits - Retirement, you will be responsible for the success of the financial operations as well as support the Retirement program  will also work closely with Financial Operations Analysts and Product and Engineering teams to improve existing systems.

• Support the handling of escalated or complex cases involving the administration of benefits.
• Oversee and negotiate SOP creation and adherence in conjunction with our partner
• Flag SLA compliance issues and recurring themes with our partner
• Resolve complex benefit inquiries/issues generated by Customer Success and Sales teams within the agreed upon service level agreements (SLAs)
• Work closely with internal Benefit Specialist team to identify patterns of outreach to improve customer experience
• Share resources such as Confluence pages to the Customer Success team that can clarify SOPs
• Build out and maintain internal benefit resources (help articles, training decks, process documentation, etc.)
• Participate in internal and regulatory audits of partners, products, and systems
• Assist Team Lead with new-hire training for the Associates position
• Work closely with third party partner to resolve escalated issues and raise up recurrent problems or system changes
• Act as backup to Team Lead on Partner calls including relaying weekly operational issues, feedback, and questions
• Work with internal teams and third party partner to track and administer all recurring processes in adherence with deadlines
• Consistently evaluate current processes and create new policies and documentation surrounding plan maintenance and servicing guidelines
• Partner with our Product, Engineering, and Legal team to improve systems and resolve issues
• Lead feature requests and use‑cases to improve backend functionality by working closely with Engineering stakeholders

• Detail‑oriented – exercises extreme attention to detail; is thorough, accurate, organized, and productive and seeks to understand both the cause and effect of a situation.
• Ethical practice – the ability to integrate core values, integrity and accountability throughout all organizational and business practices.
• Clear communication – the ability to articulate thoughts and express ideas effectively using oral, written, visual and non‑verbal communication skills, as well as listening skills to gain understanding.
• Analytical – uses a logical reasoning process to break down and work through a situation or problem to arrive at an outcome.
• Good judgment – the exercise of critical thinking, analyzing and assessing problems and implications, identifying patterns, making connections of underlying issues, understanding risks and developing mitigation strategies, and taking ownership of the outcome.

• Camaraderie – Day to day you can be seen working together toward a higher purpose. You like to have fun. You’re an active listener, treat people respectfully, and have a strong desire to know and help others.
• Openness – Your default is to be open. You're willing…