• Analyze and draft retirement plan documents ensuring compliance and alignment with client objectives • Work closely with teams to manage document lifecycles for qualified plans

• Provide administrative support to clients from various industries. • Manage schedules, emails, and other day-to-day tasks. • Ensure efficient communication and collaboration.

• Manage and oversee the end-to-end interview process for candidates once they enter the recruitment pipeline • Act as the primary point of contact for candidates throughout the interview journey • Coordinate interview scheduling between candidates and hiring managers across multiple stages • Maintain clear and consistent communication with candidates regarding timelines, feedback, and next steps • Conduct initial candidate screening calls when required • Build and maintain positive relationships with both current employees and prospective candidates • Ensure candidates have a professional and positive interview experience at every stage • Manage the onboarding process for successful candidates, ensuring a smooth transition into their roles • Coordinate onboarding documentation, introductions, and early-stage communication with new hires • Maintain accurate candidate records and interview documentation within internal systems • Liaise closely with hiring managers and recruitment teams to ensure efficient interview progression • Handle administrative tasks associated with the recruitment process, including interview coordination, feedback collection, and candidate updates • Identify opportunities to improve the candidate experience, onboarding journey, and interview process efficiency

• Perform daily QuickBooks Online reconciliations and ensure accurate transaction coding • Issue, track, and manage employee expense reports • Assist with Accounts Receivable, including follow-ups and client communication as needed • Support billing workflows, including invoice review, verification, and submission • Assist with state and municipal licensing applications, renewals, and compliance tracking • Manage vendor registrations across client, government, and third-party portals • Support document submissions for state, municipal, and federal bid lists • Coordinate with Business Development to ensure all required compliance documentation is complete • Prepare and maintain Quality Assurance Reports for key client accounts • Assist with materials for Quarterly Business Reviews (QBRs) • Maintain internal filing systems and executive documentation • Provide general administrative support including scheduling, email coordination, document formatting, and follow-ups • Collaborate with Operations, Finance, HR, and Business Development teams • Track deadlines, renewals, compliance requirements, and outstanding items