• Manage an individual caseload of terminating and deconverting plans in SalesForce and Jira • Create and monitor ticketing activity between multiple operational teams, ensuring SLAs are met • Deliver best-in-class client experience through regular interactions with plan sponsors and recordkeepers • Ensuring all documentation related to plan termination/deconversion is in good order, verifying last payroll and blackout dates • Partnering with internal teams to complete the full client account closure • Configure a variety of termination activities across multiple HI systems • Reconciliation activities to capture cash/fund imbalances • Financial transaction activity including plan liquidation, cash movements, processing dividends and quality review of team transactions • Plan audit activities, including validation of payroll processing up to and not beyond agreed upon dates, ensuring transactions are accurate up to termination/liquidation date • Preparing reports for the new recordkeeper within Snowflake and HEX • Researching ROTH Basis amounts and updating accordingly • Researching and answering follow up questions from the plan sponsor and/or new recordkeeper • Conduct root cause analysis to provide suggestions on how to reduce churn • This position's duties and assignments are subject to modification based on organizational needs.

• Collaborate with Aura CX leaders, Sales, Finance, and Outsource Partners to align forecasts, staffing strategies, hiring plans, and associated expenses to business goals • Forecast contact volume, handling times, shrinkage, and occupancy across all channels to determine FTE requirements, new hire class sizes, and training timing • Own the vendor (BPO) forecast, ensuring staffing plans, billable hours, and service quality guarantees are aligned with contractual agreements • Develop, execute, and measure forecasting models using multiple methods; conduct backtesting and error analysis (MAPE/APE/MAE) to improve accuracy • Create and maintain dashboards and reporting (Tableau, Databricks, Five9, Verint, Excel) that monitor forecast accuracy, occupancy, and performance trends • Deliver actionable recommendations and executive-level presentations that influence operational and corporate strategy • Conduct scenario modeling and sensitivity analysis to evaluate the impact of campaigns, product launches, or growth initiatives on staffing and cost • Integrate forecast and capacity planning into the broader WFM ecosystem, ensuring alignment with scheduling and real-time management processes • Serve as a trusted advisor on workforce management and call center best practices that support the deployment of tools and technology across the organization • Assist with WFM and call center system requests, ensuring configuration, reporting, and access needs are met • Provide backup support as needed for scheduling and intraday requests • Other duties as assigned

• Reviews and analyzes conflicts reports to identify any potential conflicts of interest issues which require resolution. • Collaborates with other members of the New Business Conflict Clearance team, Conflicts Attorneys, and Office of the General Counsel to resolve potential ethical conflicts and facilitate the new matter opening process. • Communicates effectively with attorneys and staff to gather necessary information for conflicts checks, conflicts review and clarify any discrepancies in the iManage request form. • Validates the requirements for each conflict check with the requesting lawyer or secretary to ensure compliance with firm policies and legal standards. • Conducts corporate research using both internal and external resources to verify the accuracy of information and understand corporate relationships and structures. • Coordinates with the Client Accounting Department and other relevant departments to ensure the integrity and consistency of database information. • Provides coverage for department functions, including after-hours and weekend support as needed, ensuring continuous operation of conflicts resolution processes. • Demonstrates effective interpersonal, written, and verbal communication skills to facilitate effective work relationships with others. • Manages Firm resources responsibly. • Complies with and understands Firm operation, policies, and procedures. • Performs other related duties as assigned.

Role Description Buscamos um(a) Analista de Integrações MFT & SWIFT para atuar no desenvolvimento, suporte e monitoramento de integrações críticas de transferência de arquivos e mensageria financeira. Este profissional será responsável por garantir a estabilidade, evolução e suporte das integrações utilizando MOVEit e SWIFT, trabalhando em conjunto com equipes globais, clientes e parceiros externos. É uma excelente oportunidade para profissionais que possuem forte perfil analítico, experiência com integrações, infraestrutura e suporte a aplicações em ambientes corporativos complexos. Qualifications - Forte capacidade analítica e de resolução de problemas. - Excelente comunicação verbal e escrita. - Perfil proativo e autonomia para atuar de forma independente. - Organização para gerenciar múltiplas demandas e prazos simultaneamente. - Facilidade para trabalhar em equipes ágeis e ambientes colaborativos. - Interesse contínuo em aprendizado e adaptação a novas tecnologias. - Capacidade de interação com equipes globais e profissionais de diferentes culturas e regiões. Requirements - Conhecimento de topologias de rede, protocolos e serviços de comunicação, incluindo: - DNS - HTTPS e APIs - SSH - FTPS - SFTP - SMTP - Conhecimento em administração básica de servidores Windows. - Experiência com PowerShell para atividades de suporte e manutenção. - Capacidade de executar procedimentos operacionais em servidores MOVEit. - Conhecimento em consumo e gerenciamento de APIs. - Experiência com mecanismos de autenticação para integração e acesso de usuários, incluindo OAuth2. - Conhecimento em configuração e administração de recursos no Microsoft Azure, incluindo controles e políticas de segurança. - Experiência em suporte, monitoramento e sustentação de aplicações. - Capacidade de atuar na análise e resolução de incidentes em ambientes produtivos. - Sólidos conhecimentos em lógica de programação e troubleshooting. - Inglês fluente para comunicação verbal e escrita em ambiente global. Benefits - Oportunidade de trabalhar com tecnologias de ponta. - Ambiente colaborativo e dinâmico. - Desenvolvimento contínuo e aprendizado.