• CRM & Data Management • Donor & Volunteer Communication • Event & Program Coordination • Materials Design & Website Updates • Meeting Support & Note-Taking • Food Ordering & Budget Tracking (Phase 2)

Role Description The Representative role at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions. Responsibilities - Working knowledge of types of After Tax Brokerage Accounts and objectively help customer select most appropriate provider. - Working knowledge of general qualified plan requirements. Able to provide information and guidance around the effects of plan distributions, loans, investment choices and other specific plan rules. - Understanding types of IRA accounts and being able to identify which IRA is appropriate and communicate effectively. - Understanding of the college savings plan options available through the PFC. Must be able to effectively navigate internal PFC 529 web site to retrieve needed information. - Being able to build a knowledge base and effectively communicate to employees what the advisor relationship is. Qualifications - 5 years financial industry experience. - Possess ability to utilize conceptual thinking to identify patterns, apply concepts and clarify complex information. - Possess ability to educate callers on complex retirement and education funding concepts is necessary. - Possess ability to listen to customers, to understand both articulated and unarticulated needs. - Possess ability to obtain FINRA Series 6 and 63 within 6 months of employment. - Possess rapport building and interpersonal skills. - Possess teamwork skills needed to engage the energies of others on the team, within the Call Center and DC (Defined Contribution) Client Teams to help in achieving goals. - Possess ability to use data to persuade and influence customers to objectively guide them. - Possess ability to ask relevant probing questions to better assess customer needs. Application and Interview By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations. Our Commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter. Authorization to Work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Salary Pay Range - Minimum: 48,000.00 USD - Maximum: 58,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight.

Role Description As a member of our dispatch and administrative support team, you will have a pivotal role in the success of Elevate. We value our relationships with clients and staff. This role is a point of contact for both. The successful candidate must understand the need to serve others’ needs, while maintaining communication with us to ensure we meet yours. Elevate is a fast-growing company; cultivating open and effective communication is imperative to our success. Our ideal team member will have sincere care for humans and understand the importance of our adjusting and administrative teams; leveraging their strengths to exceed expectations. The successful candidate will thrive in a fast-paced environment, work independently, and make informed decisions while maintaining effective communication with remote team members. - Coordinators are responsible for triaging assignments to the appropriate adjuster / appraiser / consultant and provide administrative support to the claims department. Administrative / Adjuster Relations - Serves as first point of contact for clients and maintains an excellent customer service mindset. - Solves issues if feasible. - Escalates issues as necessary. - Develops and maintains relationships with field staff including but not limited to: - Participates in CAT deployments and shifts adjuster coverage as needed. - Talks to the adjusters. - Celebrates their triumphs. - Understands when they’re struggling and finds the correct resources to provide additional guidance. - Maintains availability lists, including adjusters who are temporarily ineligible for claims and the vacation calendar. - Alerts management staff to claims requiring additional oversight and/or forward direction. - Maintains and distributes various company-wide documentation as directed. - Handles incoming claim assignments, email communications to the claims email box, and main phone line. - Coordinates part-time administrative staff and assists in entering new claims into the Claims Management System (FileTrac). - Maintains records through the Claims Management System (FileTrac) as assigned. - Assigns claim files to field adjusters as appropriate. - Maintains the Claim Management System, including adjuster qualifications and licensing and client guidelines as directed. Additional Duties - Other duties as assigned by leadership, either verbally or in writing. Qualifications - Experience in a claim environment, specifically with Independent Adjusting. - Experience in both carrier and independent adjusting roles is preferred. - Experience working with a remote workforce. - Experience with FileTrac, Salesforce, Xactimate, and Xactanalysis is desired. - Competency with Excel. - Experience working with an independent contract workforce. - Demonstrated effective verbal and written communication ability. - Effective customer service, organization, influence, critical thinking, conflict management, and teamwork skills. - Demonstrated self-motivation with the ability to plan, organize, and complete tasks independently without close supervision.

Role Description The Representative role at Alight Financial Services requires knowledge of the securities industry, brokerage investing, and other company services. Effective communication skills are essential for customer and support interactions, as well as independent work, troubleshooting, researching issues, and developing solutions. Responsibilities - Working knowledge of types of After Tax Brokerage Accounts and objectively help customers select the most appropriate provider. - Working knowledge of general qualified plan requirements. Able to provide information and guidance around the effects of plan distributions, loans, investment choices, and other specific plan rules. - Understanding types of IRA accounts and being able to identify which IRA is appropriate and communicate effectively. - Understanding of the college savings plan options available through the PFC. Must be able to effectively navigate internal PFC 529 website to retrieve needed information. - Being able to build a knowledge base and effectively communicate to employees what the advisor relationship is. Qualifications - 5 years financial industry experience. - Possess ability to utilize conceptual thinking to identify patterns, apply concepts, and clarify complex information. - Possess ability to educate callers on complex retirement and education funding concepts. - Possess ability to listen to customers, to understand both articulated and unarticulated needs. - Possess ability to obtain FINRA Series 6 and 63 within 6 months of employment. - Possess rapport building and interpersonal skills. - Possess teamwork skills needed to engage the energies of others on the team, within the Call Center and DC (Defined Contribution) Client Teams to help in achieving goals. - Possess ability to use data to persuade and influence customers to objectively guide them. - Possess ability to ask relevant probing questions to better assess customer needs. Application and Interview By applying for a position with Alight, you understand that, should you be made an offer, it will be contingent on your undergoing and successfully completing a background check consistent with Alight’s employment policies. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test. You will be notified during the hiring process which checks are required by the position. Alight requires all virtual interviews to be conducted on video. Please be aware that Alight is a camera-on culture and may require occasional travel to one of our physical office locations. Our Commitment to Inclusion We celebrate differences and believe in fostering an environment where everyone feels valued, respected, and supported. We know that diverse teams are stronger, more innovative, and more successful. At Alight, we welcome and embrace all individuals, regardless of their background, and are dedicated to creating a culture that enables every employee to thrive. Join us in building a brighter, more inclusive future. As part of this commitment, Alight will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact alightcareers@alight.com. Equal Opportunity Policy Statement Alight is an Equal Employment Opportunity employer and does not discriminate against anyone based on sex, race, color, religion, creed, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, marital or domestic partner status, citizenship, military or veteran status, sexual orientation, gender, gender identity or expression, genetic information, or any other legally protected characteristics or conduct covered by federal, state, or local law. In addition, we take affirmative action to employ disabled persons, disabled veterans, and other covered veterans. Alight provides reasonable accommodations to the known limitations of otherwise qualified employees and applicants for employment with disabilities and sincerely held religious beliefs, practices, and observances, unless doing so would result in undue hardship. Applicants for employment may request reasonable accommodations/modifications by contacting their recruiter. Authorization to Work in the Employing Country Applicants for employment in the country in which they are applying (Employing Country) must have work authorization that does not, now or in the future, require sponsorship of a visa for employment authorization in the Employing Country and with Alight. Salary Pay Range - Minimum: 48,000.00 USD - Maximum: 58,000.00 USD Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate’s experience, education, certification/credentials, market data, internal equity, and geography. Alight makes these decisions on an individualized, non-discriminatory basis. Bonus and/or incentive eligibility are determined by role and level. Alight also offers a comprehensive benefits package; for specific details on our benefits package, please visit: Wellbeing and Benefits Selector Page - Alight.