Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
OPPORTUNITY:
This position will report to the Employment Team Leader. The successful candidate will primarily support a wide range of employee benefits matters. The successful candidate will provide day-to-day benefits advice to senior executives, the human resources Division and other business leaders; partner to achieve firm workforce objectives while mitigating risk; and help lead the company in its compliance with employee benefits laws and regulations. The successful candidate is highly motivated and proactive, drives for solutions that balance legal and business concerns, enjoys working hard and being challenged, and communicates and collaborates effectively with individuals at all levels of the organization.
Key Responsibilities:
- Provide advice and guidance related to the design, implementation and administration of benefit plans (health and welfare, 401(k), profit sharing) to ensure compliance.
- Draft and revise benefit plan documents and summary plan descriptions, including amendments and summary of material modifications.
- Draft and review firm plan forms and communications, including 5500s, SARs, Affordable Care Act (ACA) reporting, 404a, and QDIA notices, etc.
- Advise on laws affecting benefits, including ERISA, HIPAA, ACA and COBRA and the Internal Revenue Code, state benefits laws, and assist with employee training on such laws as needed.
- Provide legal support to benefits related efforts including the review, evaluation, and implementation of new benefits options.
- Assist with negotiation, drafting and review of benefits vendor contracts and contracts with investment managers.
- Provide advice on the claims and appeals process and assist with communications.
- Attend meeting of internal plan fiduciary committees and counsel internal fiduciary committees regarding benefits matters.
- Provide legal support for executive compensation, equity compensation, and deferred compensation plan design, implementation and administration.
- Advise and provide support to employment-related matters as needed.
- Scope of work and responsibility is for the entire firm (40,000 associates).
Minimum Requirements:
- J.D. and license to practice in Missouri or an equivalent state.
- Minimum of 10 years of progressive responsibility as an attorney in relevant practice area.
- Exceptional legal knowledge, judgment, work ethic and integrity.
- Extensive knowledge of relevant legal area and regulatory environment.
- Demonstrated ability to analyze and resolve complex matters.
- Excellent verbal and written communication skills.
- Excellent interpersonal skills with proven ability to build and maintain strong relationships.
- Exceptional organization and time management skills with the ability to prioritize, coordinate and satisfy numerous competing demands.
- Adaptable and comfortable with uncertainty and ambiguity.
- A commitment to personal and professional growth.
- Work experience related to the securities industry is preferred.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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