• Ability to successfully complete and support the work outlined for the Trust Associate 1 and 2 roles • Reads and comprehends retirement plan provisions from plan documents, summaries of plan provisions, and related plan materials • Supports the Plan Consultants in resolving operational and compliance trust issues related to qualified plans • Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet trust deadlines • Prepares trust accounting reports for Clients • Supports and completes assigned quality assurance reviews • Review non qualifying assets • Able to assist consultants with follow up letters on missing trust information and/or addressing and resolving trust issues • Ability to successfully integrate information from alliance partners into pension software • Knowledge of participant loans, partnership valuations, employer stock investments, and reporting of insurance policies

• Assist the Client Manager in delivering exceptional service to US based clients • Work closely with the internal service team to help manage a portfolio of small commercial-focused accounts • Attend system training and liaison between tech support and the servicing team, as needed • Assist Account Executives in entering new business prospects in Salesforce • Assist with account management and marketing team in completing marketing applications • Backup designee for online quoting • Assist with updating Excel documents including client policy schedule, premium schedules, etc. • Special project support, as needed • Processing certificates of insurance and Auto ID cards • Preparing policy documentation for delivery to the client • Manage market contact information • Assist in preparation of marketing materials • Maintain complete and accurate client files within agency management system (e.g., EPIC, AMS360) • Take ownership of data integrity and enrichment through daily client engagement

• Support the operational efficiency of the Pharmacy Department by coordinating fiscal management activities • Perform data analysis and maintain departmental statistics and reports • Develop databases and manage projects • Utilize IT skills to collaborate with clinical pharmacists, residents, medical staff, and pharmacy administration

• Perform Epic-related consulting and administrative computer services for Nordic clients • Apply technical expertise to individual client system build in order to identify, troubleshoot, and resolve problems. • Mentor client project teams as necessary in project and system build strategy. • Track and document risks and issues. • Analyze and document workflows. • Work closely with project leadership, including documentation and facilitation. • Work directly with Epic end users. • Monitor workflows, provide documentation, and optimization suggestions. • Lead meetings regarding project status and on-going work-product coordination. • Additional specific duties related to the project as may be required and dictated by individual clients.