Key Expectations
- Process all activities related to client benefit plans with high accuracy and timeliness. Execution of wealth delivery processes in accordance with documented Standard Operating Procedures (SOPs)
- Consistently meet or exceed client Service Level Agreements (SLAs).
- Develop a strong understanding of client plan provisions and related documentation.
- Prioritize work effectively to respond to client and participant needs.
- Ensure adherence to predefined procedures, process guidelines, and compliance standards
- The colleague will support day‑to‑day client operations, resolves participant and processing issues within defined guidelines, and escalates exceptions or risks as appropriate
- Actively participate in daily huddles and status meetings to ensure smooth operations.
- Good written and verbal communication skills are important.
- Strong attention to detail and ability to handle transaction-based processing.
- Ability to collaborate effectively with cross functional teams (CS, Tech, Shared Services)
- Ability to manage workload in a deadline‑driven environment
- Proficiency in Excel at an intermediate level (e.g., VLOOKUP/XLOOKUP, IF formulas, pivot tables)
- Experience with AI tools in a professional setting preferred
Role Description
The Benefits Operations Administrator (BOA) is responsible for processing all activities related to client benefits plans as configured in organizational tools, while consistently meeting and exceeding client SLAs.
The role requires developing a robust understanding of client plan provisions, identifying opportunities for knowledge enhancement, and delivering work to high standards of quality and timeliness. The BOA is expected to prioritize work effectively, respond to client and par