• Responsible for communication and satisfaction of servicing internal and external clients • Review the quality of client and annual valuations, government forms, correction calculations • Provide technical assistance to MAP Colleagues • Engage in active communication with colleagues and Directors • Collaborate with QR Team and Compliance Manager to identify consistent errors

• Draft and amend plan documents, including adoption agreements, plan amendments, loan policies, SPDs, and SMMs, for new and existing qualified retirement plans (401(k), 401(a), 403(b), 457(b), PEPs and MEPs). • Prepares plan review outlines and suggests plan design and/or administrative changes for clients to simplify administration and reduce design complexity. • Oversee plan installations and conversions, including intake review, data validation, and document preparation. • Ensure documents comply with current IRS, ERISA, and DOL regulations and internal service standards. • Complete assigned projects and document requests within specified service timeframes for Start-Up and Takeover Plans as well as Amendments/Restatements. • Serve as a subject matter resource for plan design and compliance; escalate complex issues to leadership as appropriate. • Support sales team and consultants during pre- and post-sale activities with plan-related documentation. • Perform peer reviews of documents and assist with training and coverage for team members as appropriate with experience, as needed. • Track and update project status within workflow systems (e.g., PensionPro, FT Williams, Pipeline). • Evaluate and recommend process enhancements to improve service delivery and operational efficiency. • Archive client correspondence and documentation in alignment with firm practices. • Participate in team meetings, training sessions, compliance projects, and firm-wide initiatives. • Maintain up-to-date technical knowledge through webinars, certifications, and other professional development. • Serve as a primary contact for internal clients; respond to inquiries via Teams, email, or phone. • Collaborate with Account Managers, New Business Team, and leadership to ensure a smooth and compliant onboarding experience.

• Conduct in-depth in-person and telephonic meetings with potential new clients to perform a needs analysis • Maintain a tracking system to monitor leads, new clients, and referral sources • Enter client data in the case management system • Follow up with potential new clients who have not yet retained us • Find and participate in networking activities on behalf of the Firm • Work with the Marketing Assistant to plan networking activities for the staff and Owner • Produce weekly lead conversion and cost of acquisition reports for review with the Owner. • Oversee the smooth transition of new cases to the legal team • Manage client feedback and reviews

• Acts as primary point of contact for identified customers and builds strong, collaborative relationships • Understands key elements of the business agreement with each customer • Develops and executes account plans capturing the product, color and services needs of the customer • Understands and accurately communicates the values and benefits of Axalta product, color, and services • Follows-up on issues in a timely manner and identifies and advises on process improvements to alleviate roadblocks facing the customer • Effectively prioritize tasks and contributes to regional team’s expected results for revenue, profitability, customer retention, and distributor management with a high sense of urgency • Maintains accurate account information and contact data in SalesForce (SFDC)