Benefits & Payroll Specialist jobs in United States
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Osaic ยท 4 weeks ago

Benefits & Payroll Specialist

Osaic is a financial services company seeking a Benefits & Payroll Specialist to provide entry-level support to the Benefits and Payroll teams. This role involves assisting with administration, data entry, and employee inquiries to ensure accurate payroll processing and timely benefits updates.

Business DevelopmentFinancial ServicesWealth Management

Responsibilities

Enter and update employee benefit elections (medical, dental, vision, FSA/HSA, life, disability) in HRIS and vendor systems
Support dependent verification and follow-up documentation requests
Monitor enrollment deadlines and provide first-level support on eligibility, plan designs, and coverage questions
Assist with monthly carrier invoice reconciliation and report discrepancies
Assist with entering and auditing payroll data, including new hires, terminations, compensation updates, and leave adjustments
Help validate biweekly payroll reports for accuracy (deductions, taxes, hours, and cost center changes)
Review and confirm proper setup of benefit-related payroll deductions
Partner with Payroll and HRIS to troubleshoot mismatches between benefits, payroll, and vendor files
Support routine audits between HRIS, payroll, and benefit carriers for accuracy (e.g., health plans, 401(k), HSA)
Help reconcile contribution and deduction files, such as 401(k) deferrals or HSA contributions
Maintain accurate employee records and ensure timely updates
Provide friendly, professional support to employees who have basic benefits or payroll questions
Escalate complex issues to senior team members
Assist with open enrollment activities, including reviewing election files, responding to inquiries, and supporting webinars or communications
Assist with data preparation for ACA, COBRA, 401(k) audits, and other compliance requirements
Generate basic reports for HR, Finance, and leadership as needed
Maintain confidentiality and follow data privacy protocols at all times

Qualification

Payroll processingBenefits administrationHRIS proficiencyData reconciliationCustomer serviceAttention to detailCommunication skillsTime management

Required

Minimum of high school diploma or equivalent is required
Strong attention to detail and accuracy
Excellent communication and customer service skills
Ability to prioritize, manage deadlines, and work in a fast-paced environment

Preferred

Bachelor's degree preferred
Associate or bachelor's degree in HR, business, or related field preferred
3 years of experience in HR, payroll, benefits, or administrative support preferred

Benefits

Health, vision, dental insurance
401k
Paid time away
Volunteer days

Company

Osaic provides the support, resources, and community designed for the future of wealth management.

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Company data provided by crunchbase