Focus Financial Partners · 7 hours ago
Benefits Analyst
Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking a motivated and detail-oriented Benefits Analyst to administer and analyze employee benefits programs while ensuring compliance with regulations and enhancing the employee experience.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Administer and maintain employee benefits programs, ensuring accuracy and compliance with plan guidelines and regulatory requirements
Serve as the daily contact for all benefit-related items and assist associates with benefit questions and issue resolution
Collaborate with vendors and brokers to manage benefits plans and resolve service issues
Assist in the reconciliation and processing of benefits invoices
Assist in the annual open enrollment process, including system setup, testing, employee communications, and presentations
Assist in legal compliance documentation such as Plan Documents, Amendments, Summary Plan Descriptions, and required annual notices (e.g., SARs, COBRA, HIPAA)
Support benefit plan compliance activities including non-discrimination testing, 5500 filings, PCORI fees, ACA oversight and audits
Ensure HRIS benefit module is accurately configured and tested for annual enrollment and ongoing changes
Support leave of absence management, including coordination with employees, HR partners, and third-party administrators to ensure accurate tracking, compliance, and communication throughout the leave process
Complete daily, monthly, quarterly, and annual reporting as required
Participate in short- and long-term HR planning initiatives and contribute to strategic benefits projects
Perform other duties as assigned
Qualification
Required
Bachelor's degree in Human Resources, Business Administration, or a related field
2+ years of experience in benefits administration or HR analytics
Strong knowledge of benefits regulations and compliance (ACA, ERISA, COBRA, HIPAA)
Proficiency in HRIS systems and Microsoft Excel
Excellent communication and problem-solving skills
Ability to manage multiple priorities in a fast-paced environment while maintaining confidentiality
Strong attention to detail and ability to synthesize data into actionable insights
Willingness to travel for enrollment meetings and employee education sessions
Preferred
Experience with benefits platforms preferred, including ADP and Workday
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Recent News
Business Wire
2025-12-13
2025-11-03
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