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Benefits Coordinator / Human Resources 

Division Cadaret Grant & Co. Inc.  
Position Benefits Coordinator / Human Resources  
Location Syracuse, NY  
Full-Time/Part-Time Full-Time  

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a Benefits Coordinator to join our organization. In this role, you will provide aupport in benefit administration, onboarding, offboarding, reporting, and record keeping. This position will also cross train to provide support in other areas within the Human Resources Department as needed. Job responsibilities are generally non-routine, which requires the ability to organize, prioritize and manage day-to-day activities, while completing department projects and individual goals as assigned. This position works regularly with confidential company information including staff compensation.

In this position, you will work from our Cadaret Grant home office location in Syracuse, NY. Our offices throughout the country are the most effective environment for us to support and partner with financial professionals. At the same time, the health and safety of our team is our highest priority. Our COVID-19 Task Force actively monitors and tracks the ongoing status in each of our office locations, ensuring consistency with CDC guidelines and providing a safe and healthy work environment for our team members.

Duties and Responsibilites:

  • Administer voluntary insurance plans including life, disability, legal, identity theft, critical illness, accident, hospital indemnity, and pet insurance by handling participant changes, processing monthly benefits tracking reports, and assisting employees with benefit questions.
  • Update the New Employee Checklist weekly and send out required benefit notices and reminder emails on benefits and 401k enrollments.
  • Administer Cobra procedures for health, dental, vision, and flex spending plans and ensure notices are processed accordingly.
  • Administer leave of absence procedures including disability insurance claims, follow through on the FMLA notification/designation process, and track leave. Maintain reasonable accommodations logs when applicable.
  • Maintain benefit plans in ADP and process employee benefit changes.
  • Provide employee benefit orientations.
  • Administer flexible spending plan, processes enrollments, maintain reports, prepare monthly reconciliation, and resolve any report discrepancies.
  • Perform monthly benefit billing audit.
  • Review benefit bills for accuracy and submit for payment to Accounts Payable.
  • Assist with terminating benefits for offboarding employees across the enterprise.
  • Assist in the administration and maintenance of the 401k, medical, dental, and vision plans. Process employee enrollments and terminations.
  • Track and distribute Medicare Part D notices.
  • Process and assign building access cards and maintain up to date list of assigned cards.
  • Manage parking for all Syracuse office employees including assigning parking for new employees, terminating parking for exiting employees, card replacement and general parking inquiries. Maintain an accurate tracking spreadsheet for all parking assignments.
  • Assist with administration of annual flu shot clinic.
  • Assist with company events and parties including the coordination of food, vendor approval and logistics.
  • Provide facilities management and administrative support to the department.
  • Ensure employee personnel folders and benefit folders are up to date and organized.
  • Organize and develop ongoing HR procedures and processes.
  • Cross-train and provide back-up for other areas of the HR department.
  • Maintain accurate records, HR related forms and procedures, ensuring accurate style guidelines are met.
  • Provide status reports to HR Managers on projects/job duties completed and in process.
  • Provide recommendations to improve department efficiency; and provide feedback on processes or programs that may be of interest to the company.
  • Assist HR Managers with additional projects as assigned.
Position Requirements

Qualifications and Skills:

  • Minimum of 4 years of college education, preferably in human resources management.
  • Minimum 1-3 years’ work experience in human resources or benefits administration, or equivalent combination of education and work experience.
  • General knowledge of state and US labor and wage and hour laws.
  • Excellent written and oral communication skills.
  • Computer experience; particularly Word, Excel, and HR databases/report formatting.
  • Experience utilizing ADP is preferred.
  • Strong organization and attentive to detail.
  • Ability to prioritize and manage time effectively while working in a fast-paced environment and changing focus throughout the day.
  • High level of accuracy.
  • Ability to provide an excellent level of customer service both internally and externally.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical insurance
  • Dental insurance
  • Prescription drug benefits
  • Vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off
  • Paid holidays
  • Critical illness insurance
  • Veterinary pet insurance
  • Employee assistance program
  • Life insurance
  • Short & long-term disability insurance
  • Legal plan

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with nearly $100 billion of assets under administration. For more information, please visit

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now


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