US Benefits Specialist

Closing Date for applications: Fri 12th June COB 

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Purpose of the role 

The U.S. Benefits Specialist oversees the administration, accuracy, and financial integrity of all employee benefit programs across the United States. This role manages the full benefits lifecycle — including enrolment, billing, payments, and reconciliation — while ensuring compliance with company policies and federal, state, and local regulations.

The specialist serves as a key partner to employees by supporting benefit education and engagement, and works closely with Finance to review invoices, coordinate payments, and maintain precise financial records. The position also collaborates with the U.S. Head of HR and the Global Head of Reward to deliver and continuously improve U.S. benefit and leave programs.

Benefits Administration & Employee Support

• Manage day‑to‑day administration of U.S. benefit programs, including health, welfare, and retirement plans.
• Coordinate all U.S. leave programs (FMLA, state leave, ADA, parental, military) in partnership with the U.S. Head of HR.
• Act as the primary contact for employee benefit and leave questions, ensuring clear guidance, timely updates, and a positive employee experience.
• Deliver easy‑to‑understand benefits communications and lead annual open enrolment activities.
• Partner with HR leaders to promote total rewards and drive employee engagement.
• Maintain accurate benefit data across HRIS and vendor systems, including new hire, life event, and COBRA processing.

Invoice & Financial Coordination

• Review and validate monthly benefit invoices.
• Coordinate timely payment with Finance and maintain complete audit documentation.

Reconciliation & Reporting

• Perform regular reconciliations of eligibility, enrolment, payroll, and vendor billing data.
• Resolve discrepancies and prepare reports highlighting trends or variances.

Vendor Partnership

• Work closely with benefit vendors and brokers to resolve issues and ensure service quality.
• Support annual renewals and provide required data and documentation.

Compliance & Governance

• Ensure compliance with U.S. benefits regulations (ACA, COBRA, ERISA) and federal, state, and local leave laws.
• Maintain accurate records and support internal and external audits.

Process Improvement

• Identify opportunities to streamline benefit processes and enhance employee experience.
• Support system updates, new program rollouts, and maintain up‑to‑date SOPs.

Knowledge, Skills and Experience 

• 5+ years of U.S. benefits administration experience
• Solid understanding of U.S. benefits programs and compliance requirements
• Experience reviewing invoices and completing benefits‑related financial reconciliations
• Familiarity with HRIS platforms (Employee Navigator a plus)
• Strong analytical skills with experience performing benefit and financial reconciliations
• High attention to detail and accuracy in a fast‑paced environment
• Excellent organisation and time‑management abilities
• Collaborative mindset with experience partnering across HR, Payroll, and Finance
• Clear communicator with strong problem‑solving skills
• Ability to handle confidential information with discretion

#LI-BF1

#LI-Hybrid

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at [email protected].

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.