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Financial Wellness Coordinator

Posted on September 12, 2023 by PITTO

  • Accounting & Finance
  • 15 27th Street, Pittsburgh, PA 15222
  • Posted 2 weeks ago
PITT OHIO

Website PITTOHIO PITT OHIO

Supply Chain, Ground, LTL, TL

PITT OHIO, a $900 million, high service, highly profitable, transportation solutions provider offering SUPPLY CHAIN, GROUND, LTL and TRUCKLOAD services is seeking a Financial Wellness Coordinator at our Corporate Headquarters in Pittsburgh, PA.

We offer competitive wages, hospital/medical insurance with no monthly premiums, vision, discount prescription, dental, 401K, profit sharing, paid vacations, pleasant work environment, and much more!

ESSENTIAL DUTIES

  • Develop and implement financial wellness initiatives for employees throughout the company
  • Function as the Company Administrator for the 401K and Profit Sharing Plans
  • Provide leadership and guidance for the Company Financial Wellness Programs (Rainy Day Fund, Community Impact Fund)
  • Chair the Administrative Committee of the Retirement Plan
  • Active participation as a member of the PITT OHIO Investment Committee offering insights and recommendations to improve financial planning for employees
  • Oversee the audit of the 401K Profit Sharing Plan with the outside accounting firm and file the required 5500 form
  • Liaison to Third Party Financial Advisors for all financial wellness programs
  • Provide education and counsel on financial wellness programs to employees and family members in group and one-on-one presentations
  • Provide new employee orientations to our financial wellness programs
  • Promote financial wellness programs by various media to employees and families
  • Ability to react to change productively and handle other essential tasks as assigned

OTHER DUTIES

  • Attend staff meetings in human resources and participate in team activities
  • Maintain a high level of communication to senior management and present management updates to financial wellness goals
  • Develop metrics to measure the success of financial wellness initiatives
  • Maintain a high level of teamwork and cooperation with fellow employees
  • Maintain a positive attitude and contribute to a quality work environment

MINIMUM REQUIREMENTS

Essential for success is a highly motivated and energetic individual with 3-5 years related experience in administering financial programs.  A background profile should include experience with 401K and Profit Sharing Plans, including relationships with 3rd party benefit administrators.

A bachelor’s degree in finance or related field of study, or equivalent years of related experience is required.  Ability to pass a fiduciary certification program is required.

Additional requirements include:

  • Must possess excellent interpersonal, verbal and written communication skills
  • Strong math and spreadsheeting expertise are required
  • Team player able to communicate effectively with all levels of employees
  • Must be competent and proficient in Microsoft Word, Excel, PowerPoint, and Outlook.
  • Must possess problem solving and analytical skills

WORKING CONDITIONS

  • Travel to facilities as necessary to implement financial wellness initiatives
  • Available to meet in person or by phone with terminal employees during early morning and late evening hours as necessary
  • Open corporate office environment – able to concentrate with typical office noise and interruptions due to phone calls.
  • Close visual acuity is required to perform activities such as preparing and analyzing data and spreadsheets, as well as integrating payroll data
  • Typical exposure to interior environmental conditions like air conditioning – no substantial exposure to adverse environmental conditions
  • Manual dexterity is regularly required including fingering, grasping, and typing; manual dexterity includes repetitive motion of the wrists, hands, and fingers.
  • Talking and hearing required to communication with and listen to others to share or receive information
  • May be occasionally exposed to noise including telephone, office machinery, and conversations of others

Tagged as: 401k administration, audit, benefits, finance, profit sharing

To apply for this job please visit pittohio.balancetrak.com.

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