• Provide direction to plan sponsors on designing and maintaining qualified plans • Serve as a technical resource for research and plan analysis projects • Perform retirement plan administration and consulting for a block of clients A-Z • Review and approve participant distribution and loan requests • Reconcile trust assets and contributions • Assist clients and participants with recordkeeping portals • Perform compliance testing and calculations for employer contributions • Ensure clients adhere to government filing and regulatory requirements

• Hire, train and lead a team of investor service generalists across a broad suite of Treasury and Services activities including distribution/redemption payments, contribution reconciliation, LP onboarding, compliance (KYC/AML), investor reporting, investor communications, K-1 delivery and more • Handle escalations and improve customer satisfaction • Review the team’s staffing and project board(s) to ensure requests are handled promptly and accurately • Review team deliverables for accuracy • Identify and flag areas of improvement in our processes and procedures • Build systems and process to ensure we are tracking important team and customer-data

Executive Administrator - HYBRID Location: Irvine, California, United States Job Description: AIS Insurance Specialists While this position is posted as Executive Administrator - HYBRID, the internal job title at AIS is Executive Administrator. Amazing Opportunity Excellent corporate career opportunity! We are currently recruiting a dedicated, service-oriented professional who is interested in an executive administration career in our Irvine, CA office. An in-person interview may be required during the hiring process Salary Pay Range $84,000-$100,000 The expected base salary for this position will vary depending on a number of factors, including relevant experience, skills and location. Job Summary This role provides advanced, confidential administrative support to the CEO and executive leadership team. Serves as a key administrative point of contact to support executive operations, communication, and resolve issues. This is a hybrid role requiring in-office presence and plays an important role in maintaining a well-organized, professional corporate office environment. Responsibilities Executive and Administrative Support: - Relieve executives of administrative details, usually of confidential and time-sensitive matters. - Provide administrative support to executives, including complex calendar management, meeting coordination, and correspondence handling. - Prepare, compile, and distribute reports and presentations; maintain master spreadsheets for reporting. - Maintain a working knowledge of Company operations, policies, and organizational procedures to effectively support leadership. - Reconcile bi‑monthly timesheets for the corporate team and process required adjustments in UKG. Process marketing invoices in accordance with established procedures for payment. - Manage executive and corporate expense reporting by administering, reviewing, and reconciling expenses in Concur in accordance with company policies. - Complete ad hoc reports, mail merges, research, and miscellaneous projects for Executives, Sales, and Marketing depts. Communication and Correspondence: - Serve as a primary point of contact for internal and external communications on behalf of the executives. - Draft, edit, and proofread correspondence, reports, and other written materials. - Respond to inquiries and provide backup coverage for phones as needed. - Ensure communications are professional, timely, and aligned with company standards. - Assist with special projects and initiatives assigned by executives, including research, data analysis, and coordination with other team members. - Support the handling of escalated customer complaints and executive‑level inquiries, including matters involving VIP customers, by coordinating information, facilitating resolution, and providing assistance to executives as needed. Content Development and Internal Communications: - Apply cross-functional knowledge and expertise to ensure consistency in messaging, tone, and brand standards. - Partner with cross-functional teams to develop targeted communication for specific audiences. - Develops messaging and communications strategies for key initiatives and business changes/impacts. - Support the development and coordination of team member communications and change management initiatives related to business updates, leadership messaging, and organizational changes. Event and Meeting Coordination: - Coordinate logistics for company events, meetings, and conferences, including scheduling invitations and catering. - Manage the purchase and distribution of corporate gifts, logo wear, and gift cards. Office Operations and Facilities: - Oversee day‑to‑day administrative operations of the corporate office to ensure a professional, efficient, and well‑organized work environment. - Provide administrative and operational support to executives and the management team, ensuring office processes align with business needs. - Manage office operations and facilities by overseeing supplies and equipment procurement, inventory oversight, and vendor coordination, ensuring compliance with health and safety regulations to maintain a safe working environment. - Coordination of the delivery of office services, including maintenance, repairs, cleaning, security, and utilities, in partnership with internal teams, building management, and external service providers. - Maintain office refreshments and amenities by monitoring inventory levels, coordinating replenishment, and ensuring common areas are presentable following daily operations or business events. Travel Arrangements: - Arrange executive travel, including flights, accommodations, transportation, and preparing itineraries. - Reconcile travel-related invoices in accordance with company policy. Qualifications - Advanced proficiency in Microsoft Office, including Excel, Word, PowerPoint, and Publisher. - Strong understanding of executive support practices, organizational procedures, and confidentiality requirements. - Ability to operate with a high degree of independence, judgment and discretion. - Excellent written communication skills, including writing, editing, and proofreading for diverse audiences. - Strong organizational, interpersonal, and relationship‑building skills with the ability to work across functions. - Ability to analyze and improve administrative processes, prioritize workload, and manage multiple competing priorities. - Experience with digital communication platforms, content management systems, and data presentation tools. - Strong project management, problem‑solving, and critical‑thinking skills. - Flexibility and adaptability in a fast‑paced, changing environment. Education/Experience - Bachelor’s Degree preferred but not required. - Bachelor’s Degree in the field of Communications or related field of study. - Minimum five (5) years of directly related administrative or executive support experience, or an equivalent combination of education and experience. - Experience supporting senior or executive‑level leadership in a corporate environment. Work-from-home requirements - Designated workspace free from noise and other distractions. - Remote office internet connection via Internet Service Provider (ISP) or Cable Modem. - High-speed internet access required. About the Company Why choose a career at AIS? Auto Insurance Specialists has been offering quality insurance products to California residents for over 55 years and since 2006 has expanded its online sales and service capabilities across all 50 states. Our team will encourage you to grow, make time to have fun, and work together to make great things happen. We embrace the strengths and values of each team member. We believe in having diverse perspectives where everyone is included, to serve customers from all walks of life. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, and a variety of benefits to help our team members reach their health, retirement, and professional goals. AIS is an independently-operated and wholly-owned subsidiary of Mercury Casualty Company, a California corporation. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state, or local law. Learn more about us here: https://www.aisinsurance.com/jobs Perks and Benefits What We Offer - Competitive compensation - Paid time off (vacation time, sick time, paid Company holidays, volunteer hours) - Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus) - Medical, dental, vision, life, and pet insurance - 401 (k) retirement savings plan with company match - Engaging work environment - Promotional opportunities - Education assistance - Professional and personal development opportunities - Company recognition program - Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more Pay Range USD $63,410.00 - USD $117,348.00 /Yr.

Role Description Inviting applications for the role of Insurance Claims Administrator Senior Process Associate Dutch (Flemish) - Remote EMEA. - General administrative duties such as scanning, photocopying, profiling, issuing documentation, and mailbox monitoring. - Accurate, timely, and efficient data entry and quality checking of claims information as per the standards. - Open a new account for each claim into the system to help with efficient processing of the claim throughout the claim lifecycle. - Prepare the payment of claims in the system. - Process and dispatch standard letters and emails as required. - Support data cleansing and mass change processing projects. - Keep the relevant KPIs updated. - Liaising with internal and external parties to respond to and resolve queries within processing deadlines. - General contact with underwriters and clients (if applicable) always providing a great customer experience. - Preparing management information reports as requested using various reporting tools and methods. - Participate and provide support to process improvement projects. - Delivers exceptional service standards/KPIs. - Participating and support the implementation in continuous improvement or change project work. - Providing support to other teams to cover absences and peak workloads. - Contributing to technical support and procedural best practice and support. - Provide new ideas and support the team leader and coordinator regarding execution. - Ensure telephony service availability in line with defined working hours and required languages. - Answer all incoming calls received through the claims telephony lines. - Identify the nature of the enquiry and confirm whether it relates to an existing claim or a new notification. - Resolve simple customer or broker enquiries when the information is readily available in the system. - Redirect calls to the correct handler team or department when the query cannot be resolved at first contact. - Log call details in the claim file or relevant system to maintain a clear and accurate audit trail. - Escalate urgent or risk-related calls following internal escalation routes. - Manage call backs by logging the request and ensuring it is assigned or completed within required timeframes. - Monitor telephony metrics such as wait times, call volumes, and abandonment and escalate issues when service levels are at risk. Qualifications - Bachelors - Accounting - Bachelors - Commerce - Bachelors - Economics - Bachelors - Finance - Masters - Finance Requirements - Accounts Payable Certification - F-Tec - Certified Anti-Money Laundering Specialist (CAMS) - Professional School of Indian Banking (PSIB) - Certified Fraud Examiner (CFE) - ACFE - Financial Modelling and Valuation Analyst - Corporate Finance Institute (CFI) - Microsoft Certified: Power BI Data Analyst Associate - Microsoft Benefits - Lead AI-powered transformation – Drive innovation and solve real-world business challenges that matter. - Make an impact – Help global enterprises solve business challenges that matter. - Accelerate your career – Gain hands-on experience, mentorship, and world-class learning opportunities to stay ahead. - Work with the best – Join 140,000+ bold thinkers and problem-solvers who push boundaries every day. - Thrive in a values-driven culture – Our courage, curiosity, and incisiveness built on a foundation of integrity and inclusion allow your ideas to fuel progress.