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PITT OHIO · 10 hours ago

Financial Wellness Analyst

Pittsburgh Region

Full-time

Onsite

Mid Level

3+ years exp

PITT OHIO is a leading transportation solutions provider, and they are seeking a Financial Wellness Analyst to develop strategies and monitor program performance for financial wellness initiatives. The analyst will serve as a trusted advisor, promoting financial literacy and well-being across the enterprise.

LogisticsTransportation

Comp. & Benefits

Hiring Manager

Amy Fullerton

Responsibilities

Develop and implement financial wellness initiatives for employees throughout the company

Function as the Plan Administrator for the 401K and Profit Sharing Plans

Partner directly with recordkeeper on all plan related changes and updates

Generate required recordkeeping reports and support file feed integration process

Serve as primary point of contact for the Company Financial Wellness Programs

Chair the Administrative Committee of the Retirement Plan

Provide insights and recommendations to improve financial planning for employees as an active member of the PITT OHIO Investment Committee

Monitor the Wellness Hotline daily to ensure timely responses back to employees

Maintain clear communication with Wellness Hotline support team regarding all updates

Oversee the audit of the 401K Profit Sharing Plan in conjunction with outside accounting firm

Prepare and File the required 5500 form

Liaison to Third Party Financial Advisors for all financial wellness programs

Present education and counsel on financial wellness programs to employees and family members in group and one-on-one presentations

Participate in the 90-day onboarding process to promote financial wellness programs

Create financial wellness content for distribution using available communication channels to employees and families

Ability to react to change productively and handle other essential tasks as assigned

Assist in the development and implementation of initiatives to enhance the overall employee experience

Serve as a backup resource for HR compliance related dashboards and reporting

Partner with enterprise companies as needed to offer plan administration guidance and reporting

Identify trends and provide insights to improve HR strategies and practices

Provide support and assistance for various HR sponsored activities including summer cookout, Employee Appreciation Day, and Kid’s Day, etc

Develop metrics to measure the success of financial wellness initiatives

Qualification

Financial program managementFiduciary certificationMicrosoft ExcelCommunication skillsRelationship managementAnalytical skillsOrganizational skillsProblem solvingTeam player