Role Description The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: - Service Plan Execution: - Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. - Prepare Fiduciary Plan (Design) Review for meetings and delivery. - Prepare Provider Review for meetings and delivery. - Advisor Support: - Plan design and proposal preparation. - Facilitate and navigate plan changes, including plan design, fund changes, etc. - Onboarding new clients – collaborate with sales team to ensure a seamless onboarding process. - Transitioning clients – collaborate with advisors to ensure a seamless transition process. - Client Support: - Answer inquiries regarding the plan from plan administrators/sponsors and participants. - Ensure strong client satisfaction and retention from plan administrators/sponsors. - Provider Collaboration: - Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Qualifications - Education: Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) - Experience: - Minimum 3 years of financial industry related experience - Experience with interacting with individuals at all income levels in a professional and confidential manner - Certifications: Notary designation a plus - Job Skills: - Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion - Excellent verbal, written, analytical, and organization skills - Technical and analytical training and ability to multi-task and manage multiple projects at once - Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely - Results-oriented individual with proven ability to thrive in a fast-paced environment - High attention to detail and the ability to see things through from concept to implementation - Proficiency with RPAG, Salesforce and MS Office Suite - Flexible, Reliable, Trustworthy, and Confidential with all matters Requirements - This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. - At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. - All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Benefits - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance - Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care. - 14 Company Paid Holidays including a full week off at Thanksgiving. - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. - Adoption Assistance Reimbursement Program - Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

• Implement effective onboarding processes for new customers, ensuring a seamless transition and a solid foundation for their success. • Conduct initial training sessions and demonstrations tailored to customer needs, promoting a deep understanding of our product features and capabilities. • Develop customized onboarding materials and resources in both French and English. • Maintain clear, consistent, and proactive communication with new customers throughout the onboarding process. • Collaborate with the sales and customer success teams to identify opportunities for customer satisfaction improvement and to streamline the onboarding process. • Monitor and report on the effectiveness of onboarding initiatives, using customer feedback and onboarding metrics to drive continuous improvement. • Serve as the primary point of contact for new French-speaking customers during the onboarding phase, addressing any issues and ensuring they are resolved promptly.

• Lead the Customer Onboarding Transformation Project, ensuring pace, quality and adherence to defined milestones • Act as the liaison between internal teams and external consultants • Define, structure and monitor delivery KPIs • Organize and prioritize complex activities • Prepare and deliver executive presentations for leadership and the board • Ensure high levels of organization, governance and follow-up

Role Description - Provide leadership, guidance, and support to onboarding and offboarding coordinators and team members. - Collaborate with HR Talent Acquisition leadership to improve and streamline onboarding and offboarding processes. - Oversee daily department operations, ensure timely completion of documentation and tasks, and coordinate with managers across departments regarding new team members. - Partner with HR on best practices, global initiatives, volunteer offboarding, and performance feedback while attending monthly team meetings and completing additional duties as assigned. - Attend team meeting on the second Tuesday of each month at 12:30pm EST. Qualifications - Bachelor’s degree in Human Resources or related field preferred; SHRM-CP or SHRM-SCP certification a plus. - Strong knowledge of HR practices, employment laws, and workplace policies preferred. - Excellent communication, leadership, organizational, and time management skills with the ability to prioritize, delegate, and thrive in fast-paced environments. - Must be available to volunteer 12-15 hours a week. - Based in the USA and able to work set hours (neg). - As part of our volunteer program, we ask all volunteers to actively engage with our organization's social media platforms by liking, sharing, or commenting on posts to help spread awareness of our mission and initiatives. - If this position resonates with you, we encourage you to apply, even if you don’t meet every qualification. We value passion and potential as much as experience. Company Description At ARO, we are dedicated to supporting personal healing and overall well-being by providing education, resources, and support for survivors of 21 different forms of abuse, including domestic violence, bullying, workplace abuse, financial abuse, and human trafficking. Through ARO and Norm Therapy, individuals can access healing services, become trained Norm Therapists®, volunteer, join our community, and help make a meaningful impact in the lives of victims and survivors worldwide through advocacy and financial support. ARO is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We support the LGBTQ-IA+ community and the disabled communities. For more about our hiring practices, please refer to: Human Resources – Abuse Refuge Org