The key responsibilities of the Benefits Administration & Communications Analyst – Retirement Plans include:
- Conduct retirement appointments for non-exempt employees.
- Provide customer service and consultative support related to the retirement process, severance process, and other employee separation programs.
- Answer employee questions and provide guidance relating to retiree health eligibility, Rule of 75, the Faculty and Staff Retirement Plan (403b), and Duke’s 457 Plan.
- Perform core plan administrative activities relating to the 403b and 457 Plans.
- Host the Retirement Plans Overview seminars and other presentations as requested, including participating in Financial Fitness Week.
- Maintain good relationships with vendors and other departments within Duke regarding plan administration, escalating issues to the Plan Managers as necessary.
- Draft and contribute to employee communications, such as presentations, templates, and website.
- Stay current on applicable laws, regulations, and legislative changes.
- Provide support to Managers and the Retirement Team for special projects, including open enrollment, seminars, and plan implementation. Support fellow team members of the Benefit Services Team as needed.
Minimum Qualifications
Education/Training: Work requires communication, analytical, and organizational skills generally acquired through completion of a bachelor’s degree program, preferable in Human Resources, Business, or a related field. CEBS or other group retirement planning designation a plus.
Experience
Work requires two to three years experience in a business/professional role. Employee benefits/HR practical experience preferred. Must be proficient in computer software and the latest electronic technology. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Preferences:
- Prior group retirement plans experience highly preferred.
- Knowledge of 403b/401k plans highly preferred; 457 plans and defined benefit experience a plus.
- General understanding of Social Security and Medicare is desired.
- Must be proficient in computer software and the latest electronic technology.
- Prior experience presenting to large groups as well as one-on-one.
- Demonstrated ability to handle highly confidential matters and work with all levels in an organization, including executive level.
- Strong mathematical and analytical skills; advanced decision making; critical thinking; and exceptional communication skills (verbal/written) are required.
- Past experience coordinating vendor relationships.
Knowledge, Skills and Abilities
N/A
Minimum Qualifications
Education
Work requires communication, analytical and organizational skills generally acquired through completion of a bachelor's degree program preferable in Human Resource Management or a related field.
Experience
Work requires two to three years experience in a business/professional role. Employee benefits/HR practical experience preferred OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE. Must be proficient in computer software and the latest electronic technology.
Duke is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.