Analyst - Senior Associate, Benefits

ICONIQ Capital is looking for an individual to handle the administration of US, Singapore and UK based health and welfare benefit programs including 401(k) retirement plans, and participation in benefit initiatives and projects. Provide support to the Senior Benefits Manager and HR Business Partners for the firm and family office clients.

 

Please note: This job has been posted to support future hiring needs. To register your interest in future roles within ICONIQ's Benefits team, apply here and we will keep your details on file for future opportunities.

 

What You'll Do:

• Assist in the administration of US, Singapore and UK based health and welfare benefit plans including group health, dental, vison, flexible spending and health savings accounts, life insurance, disability, commuter, fringe benefits, paid time off and 401(k) retirement plans.
• Primary point of contact for active and terminated employees, benefit plan vendors and HR Business Partners for benefit related inquiries and plan provision explanations. Work closely with the Benefits team members, insurance carriers and brokers on enrollment and eligibility questions and issue resolutions.
• Accurately maintain employee benefit records and documentation in the benefits platform, HRIS system and drive folders.
• Review and reconcile monthly insurance carrier invoices, working closely with the Finance and HR teams to ensure timely and accurate payments. Working with the carriers to reconcile differences and correct discrepancies. Partnering with the FO Payroll team to ensure accurate processing of benefit plan deductions. Maintain organized and accurate billing records.
• Assist in/lead the annual compliance filings including Form 5500, ACA reporting, and other regulatory reporting requirements and audits.
• Lead the annual projects including the 401(k) Plan audit and the Open Enrollment process for the firm and multiple family office entities.
• Assist in open enrollment activities including answering employee questions, participating in open enrollment set-up meetings and audits.
• Manage leave of absence program and inquiries.

 

 

Ideal Candidate Background:

• Bachelor’s degree and minimum 1-2 years (Analyst) or 6+ years (Associate) of health and welfare benefit plan experience.
• Retirement plan and leave administration experience a plus.
• Solid understanding of state and federal laws and compliance regulations, including COBRA, HIPAA, ERISA, FMLA. Knowledge of California state law a plus.
• Microsoft Office skills including Excel and Word and general benefit enrollment systems and HRIS knowledge.
• Excellent customer service, analytical, and problem-solving skills, as well as detail orientation and organizational ability.
• Ability to work well under pressure while managing multiple priorities and tasks.
• Strong verbal and written communication skills with an ability to develop strong relationships with internal and external stakeholders and partners.

 

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

 

Location: Applicants are expected to work onsite in our New York office in accordance with our hybrid working policy.

 

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $90,000 - $145,000 together with the benefits listed above.

 

About ICONIQ Capital

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. 

 

When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. 

 

ICONIQ Capital, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.  The Company is committed to complying with its obligations under the Americans with Disabilities Act and will make reasonable accommodations for qualified individuals with known disabilities as required by law.