Role Description Account Manager maintains client relationship; performs compliance testing; performs contributions calculations; prepares Form 5500; and works with auditors. The position requires the ability to maintain high levels of confidentiality and the ability to work as part of a team, while independently managing accounts under supervision. Excellent communication skills and a full understanding of customer service is a must. Position is for experienced account managers. Responsibilities - Provides timely, superior customer services and issue resolution to clients and advisors - Maintains client relationships with high client retention rate - Interprets plan documents and communicates improvements to clients and partners - Has solid knowledge of ERISA, IRS & DOL regulations regarding qualified plans, including 403(b) plans - Analyzes census to determine eligibility - Calculates employer contributions based on the plan’s provisions and confirms with client amount of annual funding, as requested by client - Performs annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and discusses testing results with client - Prepares Government Forms: 5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor - Posts year-end client deliverables to SalesForce - Identifies and processes to ensure RMD distributions have been communicated to eligible participants - Works with Administrators to ensure deadlines are met in a timely manner - Enters amendment requests to legal; updates Relius specs, platform specs, obtains signatures and follow-ups with clients - Attends client and advisor calls/meetings; can lead meetings and present in a professional manner - Conducts annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review - Determines and calculates plans corrections that may be required to ensure plan compliance - Participates in client document calls during the on-boarding process - Works with client and payroll team to ensure eligibility is determined correctly for each entry date - Reviews timeliness of employee deferral remittances and notifies the employer of late deposits - Identifies missed deferral opportunities and works with the client to correct - Works with clients to terminate their plan Qualifications - College degree or 7+ years of retirement experience - Minimum of 3 years in account manager or similar role in retirement administration - QKA designation required or willingness to attain - Mastery of administrator functions and skills - Excellent verbal and written communication skills - Knowledge of Excel and other Microsoft applications/software - Excellent math skills - Strong analytical and problem solving skills - Ability and willingness to provide a high level of service to clients - Experience with Relius strongly desired - Experience with Salesforce strongly desired - Experience with FT Williams strongly desired

Role Description We are seeking a detail-oriented and organized Mortgage Processor to join our team. The ideal candidate will manage the loan application process, verify documentation, and ensure regulatory compliance. You will work closely with loan officers, underwriters, and clients to ensure the timely and accurate processing of mortgage applications. This position can be performed remotely, offering flexibility while maintaining strong communication and productivity standards. - Review and verify mortgage loan applications and supporting documents. - Collect and organize necessary paperwork, including income, credit, and asset information. - Communicate with clients, loan officers, and third parties to resolve issues. - Ensure loan files are complete and comply with company policies and regulatory guidelines. - Monitor loan progress and maintain accurate records in the system. Qualifications - Minimum of 1 year mortgage experience. - Maintain a positive attitude and work collaboratively within the team and across the company. - Strong communication, organization, and time management skills. - Ability to multitask and work in a high-paced, high-volume environment. - High school diploma or equivalent; mortgage or financial services experience is a plus. - Strong attention to detail and organizational skills. - Excellent communication and customer service skills. - Ability to manage multiple tasks and meet deadlines. - Advocate for company culture and adherence to core values. - Flexibility to support additional responsibilities and functions as needed. - Alignment with Towne’s Core Values and commitment to company culture. - Reliable attendance and full engagement with Towne business operations.

• Manage, grow, and nurture long-term relationships with our customers • Understand customer needs and position ADI solutions that deliver mutual value • Identify and convert new opportunities—both within existing accounts and from competitors • You will be responsible for planning appointments and promoting ADI's value proposition to encourage customers to place more business with ADI. • Customer management from start to finish with the aim of building a sustainable relationship and growing turnover and margin. • You will identify the market potential and recognise opportunities and threats in the market. You follow developments at competitors and share this information within the organisation. • You will analyse the sales figures, recognise crucial developments and have a plan on how to achieve the turnover and margin objectives.

• Achieve aggressive quarterly growth KPIs of new expert growth with your assigned key account partners. • Identify new opportunities with assigned key account partners that would generate the largest impact on expert growth. • Identify new potential target partners that could become key partners in the future and prospect them in order to build a formal relationship. • Contribute to the growth, engagement and retention strategy with assigned partners, assisting in creative partnership development, go-to-market execution and ongoing reporting, partnership activation campaigns, among other things. • Collaborate with cross-functional teams (especially Marketing, Sales & CS) to identify areas of strategic growth potential and ensure the ongoing success of member (expert) acquisition. • Also look to leverage current brand relationships to expedite growth. • Travel regularly to prospect for new partners, attend partner events and meet with existing partners to develop strong, successful relationships.