Jesus Morales is a Senior Benefits Professional at Capstone Investment Advisors.
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Vice President, Global Benefits ManagerCapstone Investment Advisors Jan 2024 - PresentNew York, Us -
Associate, Benefits ManagerCapstone Investment Advisors May 2021 - Jan 2024New York, Us -
Senior Benefits AnalystBroadridge Jan 2019 - May 2021New York, New York, UsFormalized leave of absence process across the firm working with cross-functional teams and vendors ensuring consistent process for employees that were compliant with regulations.Managed the testing and the implementation of new benefit enrollment site, Life@Work. Partnered with the HR Service Desk to establish standard operating procedures to answer various types of calls and complaints. Acted as escalation point for complex situations.Oversaw the monthly reconciliation of benefit invoices (averaging $670,000) by comparing carrier backup with payroll and benefit system enrollment. Investigating monthly variances when needed.Devised a calendar to ensure third party vendors were maintaining compliance with established service level agreements per contracts. -
Assistant Vice President, Benefits ManagerApple Bank Jan 2017 - Jan 2019New York, New York, UsProvide oversight of all benefit plans to ensure compliance with regulations and plan provisions Manage the selection and implementation of the outsourcing of COBRA, commuter and disability benefits helping to bring them into compliance with state and federal regulationsConducted an impact analysis to review impact of various plan changesReview current benefit offerings and develop a strategy to ensure competitivenessDeveloped communications strategy to keep employees regularly informed of benefit changes -
Benefits AnalystBrown Harris Stevens May 2015 - Jan 2017New York, New York, UsAdminister all health and welfare benefits for the companies 24 divisionsManage leave of absences, family medical leaves short-term disability Spearheaded and tested the rollout of open enrollment via ADP Workforce Now Self-Service Streamlined new hire benefit communication and orientation processWorking with benefit brokers to benchmark current benefit offerings Prepared the 2015 1095-C benefit forms -
Associate Benefits SpecialistJ.Crew Apr 2014 - May 2015New York, New York, Us(Regions: Northeast Retail, Madewell and J.Crew Factory) Manage leave of absences, family medical leaves short-term disability Oversee wellness programs for NY office (yoga, fitness discounts, weight watchers etc.)Review and respond to unemployment claims Coordinate onsite wellness events (Wellness Fair, Gym Day, Flu shots)Administer commuter benefit for all eligible associatesReview and process invoices -
Benefits CoordinatorJ.Crew Sep 2012 - Mar 2014New York, New York, UsProcess weekly eligibility and status change reports for associates nationwidePresented at new hire benefit orientation for New York office associatesSupported corporate and field associate with general benefits questions/concernsAdminister voluntary benefits plans (ex. Auto/Home insurance, Legal Plan)Process and respond to Medical Support Notices Conduct benefit orientation for New York office -
Benefits & Hris AdministratorBrooklyn Academy Of Music Jun 2010 - May 2012Brooklyn, Ny, UsBenefit Responsibilities Partnered with vendors to ensure proper administration of medical, dental, vision, disability and life insurances. Reconciled monthly insurance invoices and submitted regular funding filesPresented at monthly new hire orientation reviewing all benefit optionsProcessed benefits for newly eligible unionized (DC-37) employees with city and union Coordinated annual open enrollment, audited and submitted files to vendors Administered COBRA benefits for formerly eligible employees and dependents Oversaw leaves of absence for all employees, ensured compliance with FMLA guidelinesMaintained all Worker’s Compensation records, submitted claims to carrierProvided annual OSHA reporting requestCompiled and reviewed with brokers annual 5500 reporting along with summary annual reports (SAR)HRIS Responsibilities Facilitated new hire on-boarding process (I-9’s, local and federal tax, HRIS data entry)Ensured integrity of the HRIS database via regular audits Managed time and attendance software, generated reports for payroll processingTested and implemented self-service for open enrollment and new hire enrollment Worked closely with payroll manager to process wage garnishments, child and medical support noticesGenerated reports based on various request from funders and governmental agencies Conducted benefit counseling/enrollments for new hiresProcessed employee medical /dental benefits (enrollments, changes and terminations)Responsible for FMLA/COBRAExecuted open enrollment meetings successfully processingPresented policy and benefit information at new hire orientation Ensure integrity of the HRIS databaseActed as liaison between HR and payroll with regards to employee hours/attendance -
Hr AssistantBrooklyn Academy Of Music Jun 2008 - Jun 2010Brooklyn, Ny, UsReconcile, track and pay departmental billsScreen and Interview perspective employees for Telemarketing positionsRespond to employment verifications, unemployment, and Worker’s Compensation claimsCompile and Study year end results of employee exit interviewsHelped to produce and insure reliability of employee compensation reportsReviewing and implementing changes to new employee orientation process -
Meals On Wheels CaseworkerStanley Isaacs Neighborhood Center Oct 2006 - Jan 2008New York, Ny, UsConducted In Home Assessment and Bi-Yearly Reassessments of ClientsMade Appropriate Referrals to different Benefit and Entitlement ProgramsPrepared and compiled monthly reportsMaintained monthly casework logs, following contractual procedures
Jesus Morales Education Details
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Baruch CollegeIndustrial/Organizational Psychology -
Baruch CollegePsychology
Frequently Asked Questions about Jesus Morales
What company does Jesus Morales work for?
Jesus Morales works for Capstone Investment Advisors
What is Jesus Morales's role at the current company?
Jesus Morales's current role is Senior Benefits Professional.
What schools did Jesus Morales attend?
Jesus Morales attended Baruch College, Baruch College.
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