A UK Financial Services Company
The Situation
With their employee benefits specialist due to go on maternity leave, this financial services company needed someone who could step straight into a specialist role. Their benefits platform has renewals, data uploads and major updates to manage, it can’t be paused for a year, the work needed to continue while she was away. The role also involves confidential employee information, such as salary and personal details, so the work couldn’t simply be shared across the wider team.
The Solution
With five years’ experience in employee benefits delivery, I was able to pick up the handover quickly and work independently from day one. I’ve integrated into the existing team, working directly with HR, benefit consultants and the platform supplier to keep things moving and taking ownership of the work.
After completing the companies own compliance training and background checks, I work remotely as a freelance virtual assistant through their secure virtual desktop, for around 15 hours each month. All employee data is handled securely and in line with the firm’s data protection requirements.
Five months in, I have:
• Built a renewals tracker with a change log, so every task and update is recorded in one place
• Managed the onboarding of newly acquired companies and their employees onto the employee benefits platform
• Managed regular employee data uploads and checks, including new starters, leavers and changes to employee details
• Updated existing benefits and platform configurations to reflect changes in suppliers and employee eligibility
• Reviewed and updated benefit descriptions, icons and banners for the launch of a new user interface
• Identified and investigated platform and data issues, escalating them to the relevant teams where needed
The Result
Five months in, the firm’s benefits platform is running smoothly, the new user interface went live on time, and their team has one less thing to worry about. Everything is documented as I go, so it will be ready to hand back when their specialist returns.
Specialist support, without the recruitment headache.