Benefits Specialist

About Our Client

Our client, a New York-based investment firm with a strong reputation in the real estate investment space is seeking a Benefits Specialist to join their growing HR team in the NYC office.

The firm is well-established with a long track record in the industry, and this role offers strong exposure to senior leadership as a key point of contact across benefits administration and compliance.

Position Highlights

• $90k–$130k base salary competitive bonus
• Daily Seamless lunch credit
• Competitive 401(k) match
• Tuition reimbursement
• Professional education reimbursement (e.g., CPA/other certifications)
• Opportunity to join a well-established, reputable firm with a strong track record

Key Responsibilities

• Own the design and day-to-day administration of self-funded medical, dental, vision, life, disability, and 401(k) retirement plans
• Handle employee enrollment, life event updates, and related enrollment processes
• Serve as a key point of contact with TPAs, stop-loss carriers, PBMs, plan recordkeepers, and benefits consultants to keep plan operations running smoothly
• Track claims trends and plan performance metrics on an ongoing basis
• Ensure ongoing compliance across benefits, retirement, and leave programs, including ACA, ERISA, HIPAA, COBRA, FMLA, ADA, Workers' Compensation, EEO-1 reporting, Section 125 Cafeteria Plans, Form 5500 filings, 401(k) administration, state paid leave requirements, USERRA, and other relevant employment regulations
• Keep plan documents, summary plan descriptions (SPDs), and compliance records accurate and up to date
• Build out benefit reporting, track utilization trends, and support related budgeting efforts
• Contribute to benefits projects, system rollouts, and ongoing process improvements
• Act as a resource for employees on plan details, eligibility, enrollment, and how to navigate claims

Qualifications

• Bachelor's degree in Human Resources, Business Administration, Finance, or a related discipline preferred
• 3-5 years of hands-on benefits administration experience
• Background supporting self-funded medical plans as well as 401(k) retirement plans
• Familiarity working alongside TPAs, PBMs, stop-loss carriers, recordkeepers, consultants, and payroll providers
• Solid grasp of ERISA, ACA, HIPAA, COBRA, Section 125 Cafeteria Plans, FMLA, ADA, Workers' Compensation, retirement plan compliance, EEO-1 reporting, Form 5500 filings, state paid leave programs, and other relevant federal, state, and local employment regulations
• Highly organized with a sharp eye for detail
• Strong communicator, both written and verbal, with polished interpersonal skills