• Personally execute end-to-end payroll processing, with a primary focus on Canada and US payroll • Process payroll cycles across multiple regions, ensuring accuracy and timeliness • Manage payroll inputs, calculations, adjustments, and reconciliations • Support global year-end payroll activities, tax filings, and reporting • Administer Canada and US benefits including health, dental, disability, life, retirement plans, wellness programs, and leaves • Administer international benefits in partnership with global vendors and local brokers across EMEA, LATAM, and APAC • Ensure compliance with federal, provincial, state, and international payroll legislation • Act as escalation point for payroll and benefits inquiries • Manage and optimize payroll systems such as UKG, Workday, CloudPay, ADP, or similar

• Assist in managing payroll operations for exempt and non-exempt employees across multiple states to ensure compliance with federal, state, and local payroll laws and regulations. • Work with employees to capture missing time entries and clarify any discrepancies. • Assist in reviewing and verifying time records for accuracy and completeness for weekly and bi-weekly payrolls. • Work with employees and clients to process prior pay period modifications and make timecard adjustments/corrections to support invoicing. • Process payroll exceptions including overpayments, off-cycle adjustments, etc. • Assist with processing PTO payouts, garnishments, bonuses, and any other supplemental pay. • Respond to employee-related payroll inquiries. • Assist in managing phone lines. • Other duties as assigned.

Role Description As a Payroll Specialist, you will be responsible for the payroll processing of new clients with the iSolved payroll (HCM) platform. Your duties include: - Ensuring clients process their first payrolls accurately and timely. - Providing ongoing training on Newtek (iSolved) payroll associated products. - Building long-term relationships with clients to ensure excellent customer service. - Using a consultative selling approach to upsell and cross-sell other Newtek business service solutions. - Maintaining a professional working relationship with internal and external customers. Job Responsibilities - Assist clients in processing payrolls and onboarding new clients. - Maintain an assigned base of payroll clients (approx. 175-200 clients). - Provide excellent customer service support by resolving client issues and concerns. - Expand knowledge of payroll and payroll tax rules and regulations. - Ensure all data entry changes are accurately keyed in a timely manner. - Ensure deadlines are met and payrolls and reports are produced accurately. - Serve as a single point of contact for clients and coordinate with internal departments. - Handle escalated calls from other payroll team members as needed. - Support management in training other payroll team members. - Perform adjustments, reconciliation, and audits, researching all issues. - Assist management in documenting workflows and processes. - Learn to coordinate and perform complex payroll/HR/Time duties. - Collect, analyze, update, and reconcile payroll data on various schedules. - Research and analyze discrepancies and process payroll and benefit adjustments. - Perform calculations and applications of garnishment deduction orders. - Prepare and send client payroll reports as needed. - Reconcile all data with client payroll each reporting period. - Process year-end updates for all clients and provide accurate tax reports. - Prepare off-cycle payrolls and manual checks as necessary. - Develop and maintain awareness of SSAE16 requirements. - Employ root cause analysis, troubleshooting, trending, and preventative measures. - Process payrolls for new clients to ensure smooth functionality. - Document client notes and issues within Newtek (iSolved). - Provide training to new clients on the iSolved online system as needed. Customer Service - Monitor all internal/external communication channels for responsiveness. - Ensure proper telephone etiquette and effective communication with clients and colleagues. - Be comfortable on video camera while engaging with clients/customers. - Make independent decisions on problem resolution consistent with Newtek's policies. - Escalate significant client issues to Payroll Specialist II or management as needed. - Establish and maintain effective communication and coordination with the Newtek team. - Keep management informed of activities and significant client problems. - Demonstrate initiative by recommending ways to improve processes. - Attend and participate in meetings as required. - Maintain a professional manner and positive attitude with all Newtek and clients. - Identify areas of client dissatisfaction and coordinate with management to resolve. Qualifications - High School or equivalent experience with a minimum of 1 year of full-cycle payroll processing experience preferred. - Bachelor's degree in accounting or related field preferred. - Prior experience as a Payroll Client Services Specialist preferred. - American Payroll Association certification (FPC or CPP) preferred. - Basic knowledge of payroll tax laws at federal and state levels. - Experience with at least two payroll/HCM systems (e.g., ADP Workforce Now, Workday, Paychex, Ceridian); experience in iSolved is a plus. - Strong client relationship building skills. - Experience handling mid-size payrolls. - Good knowledge of payroll and time systems, production environment, and implementation practices. - Willingness to learn about other Newtek products and solutions. - Good oral and written communication skills; ability to follow detailed directions. - Ability to work under time constraints and meet schedules. - Resourceful and accountable for job responsibilities. - Ability to maintain cooperative working relationships with all levels of management. - Bilingual a plus or may be required based on company needs. - Strong interpersonal skills and a positive attitude. - Attention to accuracy and detail in processing information. - Ability to manage multiple, high-priority tasks and adjust to shifting priorities. - Good analytical and problem-solving skills. - Flexible and cooperative in fulfilling obligations. - Drive and enthusiasm; thrives in a team environment. - Ability to handle sensitive data with confidentiality and integrity. - Excellent work ethic with a desire to succeed. - Proficient in Windows-based applications (Microsoft Office Suite), advanced Excel, and data import/export. Benefits - Competitive salary and performance-based bonus program. - Comprehensive benefits package including medical, dental, vision, and supplemental benefits. - 401(k) savings plan with employer match. - Ongoing training on sales techniques, industry, and competitive landscape. Company Description NewtekOne®, Your Business Solutions Company®, is a financial holding company that provides a wide range of business and financial solutions to the small- and medium-sized business market. Since 1999, Newtek has offered cost-efficient products and services to help SMBs grow their sales, control expenses, and reduce risk.

Role Description The Payroll Support Advisor will provide technical and payroll processing support to the PR Services team, who support our customer base. Responsibilities include: - Act as a technical resource concerning systems, processes, procedures, and compliance. - Work with customers and employees to identify Workday and other system issues and advise on the solution. - Provide frontline support to processors and specialists on complex configuration and service-related questions and issues. - In conjunction with customer team leadership, provide remediation and solutions to complex customer escalations as assigned by payroll services leadership. - Participate in the identification of root cause of service issues and programs to prevent customer impact. - Provide Payroll Operations Community of Practice training support on Workday, internal systems, and product/customer issues. - Participate, lead and develop customer training webinars to help customers with partnering with OSV for payroll services. - Proactively seek out complex processes, procedures, and technical issues and assist in creating/implementing innovative solutions. - Assist OSV in complying with regulations and payment processing to limit potential financial exposure to customers and OSV. - Responsible for testing new system functionalities, whether due to internal software developments or Workday Update releases. - Give input to management and participate in the decision-making process regarding department goals, objectives, and procedures. - Create, author, review, train, and revise process documentation and content by obtaining feedback on processes and procedures and collaborating with business partners. - Prepare reports and utilize the information and trending data to increase quality and gain efficiencies. - Ensure new customer Workday and internal system configuration is according to OSV standards before first payroll. - Other duties as assigned driven by business needs from payroll operations leadership. Qualifications - Associate's degree required. - CPP and Workday Payroll Certification required within 12 months of employment (Payroll Support Specialist only). - Solid understanding of Tax requirements (Tax Support Specialist only). - Solid knowledge of Garnishment regulations and requirements (Garnishment Support Specialist only). - 3+ years experience in addressing complex customer service issues or account management. - Proficient in MS Word, Excel, & PowerPoint. Requirements - 5+ years experience as a HRIS and/or Payroll Analyst is preferred. - 5+ years Workday experience. - Preferable Payroll Outsourcing Experience. Benefits - Encouragement to learn and share ideas. - Reward for innovative thinking, fresh perspectives, creative collaboration, and hard work. - Values-based culture with upward mobility. - Professional development with opportunities of all kinds.