This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are hiring an Asset Transfer Specialist. The Asset Transfer Specialist manages the conversion process for employer-sponsored retirement plans. This role will oversee the transition of plan assets, participant data, and investment mapping. This role requires high-level project management to ensure the plan assets transfer timely and satisfies all statutory guidelines. - Assist plan sponsors with asset transfer process for plans conversions, acting as the primary liaison between the plan sponsor (employer), prior recordkeeper, new recordkeeper, and internal teams. - Execute asset transfers between recordkeepers and/or brokerage firms and ensure participant census data is accurately mapped from the prior provider's system to the new platform. - Review and draft required notices to comply with ERISA and IRS standards. - Coordinate the transfer timeline to ensure all deadlines are met to minimize disruption to the client. - Partner with investment advisors to facilitate fund-to-fund mapping, ensuring that assets are moved into the correct new investment vehicles upon arrival. - Identify and resolve systemic transfer-related issues at the plan level. - Provide assistance with other ongoing projects as needed, supporting the team and helping to ensure smooth operations. Qualifications - Bachelor’s degree - Excellent written and verbal communication skills and customer service skills - Ability to maintain confidential information - Superior organizational skills - Proficiency with MS Excel and MS Word - Flexibility, adaptability, and ability to multi-task - Clean background check - Strong project management and analytical skills with the ability to manage multiple large-scale plan migrations simultaneously Requirements - Base Salary $50,000-$65,000 - Hourly, non-exempt - Medical, dental, disability, and life insurance - Paid time off - 401(k) plan with employer match Work Location/Hours - Work from home - Must work from USA and be authorized to work for any US employer - We will supply all necessary computer equipment - 40-hour work week, Monday-Friday

• Deliver exceptional client service on a day-to-day basis, building and maintaining strong customer relationships • Serve as the primary point of contact for client consultations, ensuring solutions are delivered with courtesy, empathy, and professionalism • Recommend and deliver tailored solutions to customers, ensuring quality and timeliness of service • Ensure client retention by actively supporting Sales and Customer Success teams • Collaborate with internal stakeholders on client meetings, presentations, and strategic projects • Build trusted advisor relationships with key client stakeholders through regular engagement and proactive communication • Perform configuration changes to live ScholarOne Manuscripts sites with precision and attention to detail • Create and manage large-scale feature rollouts across multiple client sites • Oversee timely management of journal transfers, migrations, and closures • Develop custom solutions or workarounds for unique customer scenarios • Escalate and track priority cases through to completion with appropriate internal teams

• Handle new business administration • Drive process optimisation and automation • Support scheme renewals • Own policy event administration • Interact with customers as part of support function

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role offers a dynamic opportunity for a highly organized professional to manage travel logistics for employees and contractors across domestic locations. You will be responsible for planning and booking travel, ensuring cost-effective solutions, and maintaining compliance with internal travel policies. Acting as the primary point of contact for travelers, you will provide support for last-minute changes, cancellations, and emergency situations. The role requires strong communication skills and the ability to coordinate with multiple teams, vendors, and service providers. Additionally, you will track travel expenses, maintain traveler profiles, and prepare reports to inform management decisions. This position offers a remote work environment with occasional flexibility needed to accommodate urgent travel requirements, making it ideal for someone adaptable and detail-oriented. - Coordinate and book domestic travel including flights, hotels, and car rentals, ensuring cost-effectiveness and compliance with internal policies. - Maintain vendor relationships, negotiate corporate rates, and resolve service issues promptly. - Act as the primary point of contact for travel inquiries, providing timely support for changes, cancellations, and emergency travel situations. - Monitor travel expenses, assist with budget tracking, and ensure accurate financial coding. - Maintain traveler profiles and prepare analytics and travel reports for management. - Support the review and update of travel policies to reflect best practices and operational needs. - Provide on-call support for urgent travel needs outside of standard business hours. Qualifications - High School Diploma or equivalent; additional education is a plus. - Previous experience in travel coordination, administrative support, or related roles. - Proficiency in Microsoft Office Suite and internal booking tools. - Strong organizational, time management, and multitasking skills. - Excellent verbal and written communication skills, with the ability to work effectively with cross-functional teams. - Attention to detail, adaptability, and ability to manage last-minute changes. - Spanish language proficiency is a plus. - Must be able to pass a background check and drug screening. Benefits - Comprehensive health, dental, vision, and prescription insurance. - Fully company-funded basic life and short-term disability insurance. - 401(k) plan with employer matching and immediate vesting. - Paid holidays and flexible time off policies. - Remote work with occasional extended hours as needed. - Opportunities for professional growth in a supportive, collaborative environment.