Purpose Financial · 9 hours ago
Benefits and Wellness Administrator (Hybrid)
Westerville, OH
Full-time
Hybrid
Entry, Mid Level
2+ years expPurpose Financial, Inc. is an innovative consumer financial services company dedicated to promoting financial inclusion. The Benefits and Wellness Administrator will manage day-to-day benefit plans, coordinate program administration, and ensure compliance with company policies and regulations while supporting employee wellness initiatives.
CommunitiesFinancial ServicesProfessional Services
Responsibilities
Act as the primary resource for employees, managers, and internal/external partners on all benefits, leave of absence, and wellness matters
Serve as a trusted advisor on policies, procedures, federal/state requirements, and eligibility criteria
Facilitate in-person and virtual meetings, consultations, and presentations to educate stakeholders on benefits programs and available resources
Provide support throughout the full lifecycle of leave of absence, disability programs, benefits administration, etc
Maintain case tracking systems, manage enrollment processes, create and maintain spreadsheets and databases
Pull, audit, and generate timely and accurate reports on eligibility, participation, program utilization, and other metrics
Prepare special reports and perform research as requested by management
Ensure all processes comply with company policies and applicable federal/state regulations (WC, FMLA, ADA, etc.)
Develop and maintain knowledge of benefits programs, leave of absence, and disability offerings
Monitor market trends and legislative changes, escalating for awareness as needed
Support wellness initiatives by collaborating with HR and leaders to ensure benefits align with employee wellbeing goals and strategy
Create wellness calendars, campaign content, and program materials
Administer benefit programs, campaigns, and initiatives
Conduct individual and group meetings with employees to understand evolving needs and wellness priorities
Gather and analyze employee feedback and sentiment regarding benefits offerings to identify gaps and opportunities for improvement
Use insights to form recommendations for strategic benefits decisions
Develop and maintain monthly Homebase event calendars
Coordinate logistics including food, supplies, setup/breakdown, and cleanup
Provide onsite support for Homebase events and company-wide benefits activities
Create and present benefits and leave of absence materials as needed
Assist with HR systems support, audits, and benefit eligibility/enrollment as required
Pull and audit reports from external systems of record
Maintain/update benefit training manuals/SOPs
Qualification
Required
BS/BA degree in Human Resources, Sociology, Psychology, or other relevant area is preferred. An equivalent combination of experience and training may be considered in lieu of a degree
Minimum of two years' experience, preferably multi-state, in benefits administration—or equivalent relevant experience in human resources, business administration
Strong analytical and communication skills are essential, along with solid interpersonal abilities and the capacity to connect with employees at all levels
Intermediate proficiency with Microsoft Excel, Access, Outlook, Word, and PowerPoint is required for success in this role
Excellent written and verbal communications skills; adaptability and flexibility to changing environment; and comfortable working in a dynamic, high volume, fast-paced environment
Ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and products
Strong interpersonal and presentation skills with the ability to communicate benefits information effectively to groups and individuals
Ability to understand and ensure compliance with company policies/procedures, and governing laws (i.e., FMLA, ADA, etc.)
Capacity to manage confidential data with integrity, sound judgment, awareness, and business ethics
Positive team player with a sense of urgency and capacity to overcome obstacles
Sitting for long periods of time; standing occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any assigned location
Must be eligible to work in the USA and able to pass a background check
Benefits
Competitive Wages
Health/Life Benefits
Health Savings Account plus Employer Seed
401(k) Savings Plan with Company Match
Paid Parental Leave
Company Paid Holidays
Paid Time Off including Volunteer Time
Tuition Reimbursement
Business Casual Environment
Rewards & Recognition Program
Employee Assistance Program
Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks
Company
Purpose Financial
Purpose Financial is a consumer financial services company that offers a wide range of financial solutions and credit products.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Cho
Chief Operating Officer
Recent News
Company data provided by crunchbase