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Waverly Advisors, LLC · 10 hours ago

Payroll and Benefits Specialist

Birmingham, AL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Waverly Advisors, LLC is a wealth management firm focused on serving clients with in-depth financial planning. They are seeking an experienced Payroll and Benefits Specialist to ensure accurate payroll processing, manage employee benefits, and maintain compliance with regulations while supporting HR operations.

FinanceFinancial ServicesImpact Investing

Responsibilities

Process bi-monthly payroll accurately and on schedule, including new hires, terminations, compensation changes, bonuses, and other payments as needed

Maintain payroll records and ensure compliance with federal and state wage and hour laws

Audit timecards, deductions, and payroll reports for accuracy

Coordinate with Finance to reconcile payroll data and ensure proper general ledger coding

Provide payroll reporting as needed

Administer health, dental, vision, disability, and life insurance plans, as well as 401(k), HSA/FSA, and wellness programs

Support onboarding and offboarding processes, including benefits orientation

Assist with annual open enrollment preparation, communications, and plan renewals

Serve as primary liaison with benefits brokers and vendors

Ensure accurate enrollment, changes, and terminations in benefit systems

Provide guidance to employees regarding benefit options, eligibility, and claims escalation

Maintain employee records in the HRIS with a high degree of accuracy and confidentiality

Support compliance activities related to ERISA, ACA, COBRA, and DOL regulations

Assist in developing and maintaining HR policies, processes, and documentation

Qualification

Payroll software proficiencyPayroll regulations knowledgeBenefits administrationBachelor's degreeAttention to detailCommunication skillsProblem-solving abilitiesTeam player

Required

Bachelor's degree, preferably in Accounting, Business Administration, or a related field

Two to five years of experience in payroll and/or benefits administration experience, preferably in a professional services or financial services environment

Proficiency in payroll software (e.g., ADP, Paylocity, Paychex, or similar)

Strong knowledge of payroll regulations and benefits processes

High level of integrity and ability to handle confidential information

Highly organized and detail-oriented self-starter

Strong attention to detail, exceptional accuracy, and ability to meet deadlines

Proactive, team player who values building positive relationships

Analytical mindset with strong problem-solving abilities

Ability to prioritize in a fast-paced, growth-oriented environment

Strong verbal and written communication skills

Ability to juggle demands of multiple people and deadlines

Positive attitude with a willingness to learn