Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm. Position Summary The Benefits Coordinator will ensure the quality execution of Brown Advisory’s benefits and wellness program administration. Responsibilities include: assisting colleagues with any benefit issues and questions, utilizing the Human Resource Information (HRIS) system, assisting with the planning and coordination of wellness programs, reconciling and coordinating payment processing for benefits-related invoices, and managing leaves of absence. The Benefits Coordinator will also assist with special projects as needed. Principal Responsibilities Supports the daily administration of all US health and welfare plans, including medical, dental, vision, health savings and flexible spending accounts, various protection benefits, voluntary benefits, and well-being programs. Supports US based benefits and wellness programs and initiatives including open enrollment, biometric screenings, flu clinics, lunch & learns and information sessions. Serves as the main point of contact for a wide range of benefit inquiries. Answers questions, addresses concerns, and provides information to colleagues and dependents regarding benefit programs and policies. Investigates and resolves colleague issues with benefit vendors and insurance providers. Escalates difficult or very complex issues to the Benefits Advisor as appropriate. Coordinates leave of absence requests and processes claims (Short-Term Disability, Parental Leave, FMLA, Workers’ Compensation, etc.). Assists with annual benefit renewals and coordinating the open enrollment processes within HRIS and with vendors. Responsible for the ongoing administration of benefit plans and maintains complete and accurate records within the HRIS. Assists with annual benefit related compliance filings (401k Non-Discrimination Testing, Dependent Care FSA Non-Discrimination Testing, Form 5500, 1095c Form Distribution, etc.). Collaborates with the Human Resources function groups, Payroll, and Information Technology to improve benefit processes as appropriate. Assists in preparing Excel spreadsheets and running reports as requested. Complies with federal, state, and local regulations governing associate benefit plans. Reviews work product to ensure the highest level of quality. Performs other duties of a similar or related level and assists with special projects as necessary or assigned. Qualifications Required: Bachelor’s Degree or 6 years equivalent work experience 2 years of benefits administration experience, including knowledge of health and welfare and retirement plans Demonstrated experience with and knowledge of MS Office applications Excellent client service focus and high touch experience required. Ability to develop effective relationships both inside and outside the organization Demonstrated ability to proactively problem solve; employing independent judgment in decision-making Strong organization and time-management skills Strong communication skills, both written and verbal Demonstrated flexibility and strong follow-up skills Ability to work under pressure with multiple priorities and a sense of urgency Ability to meet time-sensitive deadlines and work effectively and efficiently in a very fast paced, dynamic work environment Ability to work in a team environment, handle multiple tasks simultaneously, adapt quickly to changes and complete last-minute requests as needed Ability to handle highly sensitive information with discretion Experience with HRIS systems (Workday preferred) Preferred: Bachelor’s degree in Business, Finance, Human Resources, or related field preferred Experience in benefits administration in financial services industry and an ability to translate insurance information preferred Knowledge of benefit concepts and all pertinent federal and state regulations, filing and compliance requirements related to employee benefits Experience using Workday a plus Prior completion of employee benefits coursework (CEBS, for example) a plus Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. • Medical • Dental • Vision • Wellness program participation incentive • Financial wellness program • Gym membership discounts • Fitness event fee reimbursement • Corporate gym membership discounts • Colleague Assistance Program • Telemedicine Program (for those enrolled in Medical) • Adoption Benefits • Daycare late pick-up fee reimbursement • Basic Life & Accidental Death & Dismemberment Insurance • Voluntary Life & Accidental Death & Dismemberment Insurance • Short Term Disability • Paid parental leave • Group Long Term Disability • Pet Insurance • 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.