US Benefits Specialist

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 careers@ocorian.com .

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.

• We are open to applications from candidates based in Dallas or Chicago. *

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 as…