Role Description Pension Financial Services (PFS), a Strongpoint Partner, is seeking an experienced Retirement Plan Team Lead to manage a portfolio of approximately 65–75 qualified retirement plans while providing leadership and oversight to a Retirement Plan Administrator on their team. This role is ideal for a seasoned retirement plan professional with 10+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service. The successful candidate will possess extensive experience administering complex defined contribution plans, including: - Cross-tested plans - Combo plans - Multiple employer plans - Pooled employer plans They will serve as both a technical resource and people leader, ensuring high-quality client service, maintaining workflow efficiency, and supporting the professional development of their team member. PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule. Key Responsibilities - Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z. - Perform annual compliance testing including: - ADP/ACP - Top Heavy - 410(b) - 401(a)(4) - 414(s) - Benefits, Rights & Features (BRF) - Administer complex plan designs including: - Safe Harbor - Profit Sharing - Cross-Tested/New Comparability - Combo Defined Contribution/Cash Balance and Defined Contribution/Defined Benefit plans - Pooled Employer Plans (PEPs) - Open and Closed Multiple Employer Plans (MEPs) - Group of Plans (GOPs) - Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans. - Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team. - Review and interpret plan documents and recommend plan design enhancements. - Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments. - Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings. - Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts. - Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements. - Import, validate, and reconcile participant census and financial data. - Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters. Team Leadership - Provide day-to-day leadership and oversight for an assigned Retirement Plan Administrator. - Monitor workflow and production for both personal and team workloads to ensure deadlines and service standards are consistently met. - Review team member work for accuracy, completeness, and quality. - Serve as the escalation point for Tier 2 client issues and assist team members in resolving complex administrative or compliance matters. - Conduct annual performance reviews and provide ongoing coaching, mentorship, and development. - Foster collaboration, accountability, and continuous process improvement within the team. Qualifications - 10+ years of full-cycle (A-Z) qualified retirement plan administration experience. - Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility. - ASPPA QKA designation required. - QPA and/or Certified Pension Consultant (CPC/CBS or equivalent advanced credential) strongly preferred. - Strong expertise with: - Non-discrimination testing, including 401(a)(4), 414(s), and Benefits, Rights & Features testing - Controlled Group and Affiliated Service Group rules - Trust accounting - Complex plan designs including PEPs, MEPs, Group of Plans, and combo DC/CB or DC/DB arrangements - Prior experience leading or mentoring retirement plan administration staff. - Excellent client relationship management and communication skills. - Strong analytical, organizational, and project management abilities. - Detail-oriented with exceptional mathematical and accounting aptitude. - Ability to work independently in a fast-paced remote environment while managing multiple competing priorities. Pay Transparency Statement The anticipated pay range for this position is $90,000-$105,000 annually. At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Benefits - Flexible Workplace – Hybrid and remote options available for many roles. - Flexible PTO – Competitive paid time off, including flexible & unlimited options. - Inclusive Environment – A culture that values diversity, collaboration, and respect. - Growth Opportunities – Support for ongoing learning and career development. - Comprehensive Benefits – Health, dental, vision, life, and disability coverage. - Workplace Perks – Incentive bonus programs, flexible hours, & more.

• Monitoring and inputting hours on timesheets • Arrange meetings on site and taking minutes • Control of all delivery dockets, checking sign-in sheets • Filing of all site paperwork - employee training records and maintain safety files • General administrative duties including filing, typing, photocopying, organising couriers, faxing etc. • Time administration, project documentation • Export files as needed

• Complete and maintain Item Creation Sheets accurately and in line with internal requirements • Populate and manage Salsify product data, liaising with Buyers and suppliers to obtain required copy, specifications, imagery, and compliance data • Support Buyers with high-volume data entry across internal systems • Ensure product information is complete, consistent, and aligned across all systems • Prepare and complete photography briefs, ensuring all required product details, styling notes, and deadlines are clearly communicated • Coordinate product information required for photography and follow up on any missing data • Support the Buying and Marketing teams by ensuring all photography-related documentation is accurate and complete • Liaise with suppliers and Buyers to collect required compliance and product documentation • Email factories to request and follow up on APCO documentation, BSCI certification, and other ethical sourcing documents • Track and maintain records of compliance documentation, escalating gaps or risks to the Buyer where necessary • Make outbound calls to international suppliers and internal stakeholders to proactively follow up on outstanding information • Review and check artwork against the original brief, ensuring accuracy of product details, branding, and specifications • Flag discrepancies or errors to Buyers for review and resolution • Support packaging and artwork workflows to ensure accuracy prior to approval • Scan and verify barcodes, check documentation, and raise any inconsistencies or errors • Maintain organised records of barcode checks, approvals, and digital documentation

Manager of Trust and Corporate Administration Job Location - Hong Kong Shift - Monday - Friday, 9.00am - 6.00pm Work mode – Hybrid Manager, Trust and Corporate Administration is responsible for the day to day administration and ongoing management of a portfolio of trust and corporate structures for high net worth individuals (HNWIs) and families. This role ensures robust fiduciary governance, regulatory compliance, and high quality client service, while acting as a key point of contact for clients, professional advisors, bankers and internal stakeholders. Key Responsibilities Trust & Fiduciary Administration - Manage a portfolio of discretionary family trusts, private trust companies (“PTCs”), employee benefit trusts (“EBTs”), purpose trusts and their underlying companies, ensuring compliance with trust deeds, internal policies, compliance and statutory requirements. - Handle setting up, restructuring and closure of trusts and their underlying companies throughout their entire life cycles. - Exercise trustee duties responsibly, including annual reviews with clients, loans and distributions to beneficiaries and interpretation of trust provisions. - Draft and/or review trust and corporate documentation, including but not limited to trust deeds and deeds for subsequent changes, letter of wishes and various resolutions and agreements, ensuring accuracy, duty of care and adherence to fiduciary standards. Client Relationship Management - Act as a primary relationship contact with clients and/or their professional advisors (lawyers, accountants, investment advisors, bankers). - Build and maintain strong long‑term relationships with clients and different stakeholders with focus on service excellence, responsiveness, and risk awareness. - Participate in meetings with clients and different stakeholders, prepare meeting notes, and follow through on agreed actions. Governance, Risk & Compliance - Ensure compliance with Hong Kong and Offshore Trust Ordinances, AML/CTF requirements, CRS/FATCA, sanctions, and CSC internal governance frameworks. - Identify, assess, and escalate fiduciary, financial crime, and reputational risks appropriately. - Support annual trust reviews, regular file reviews, regulatory enquiries and internal risk assessments. Team & Portfolio Management - Provide technical guidance, oversight, and mentoring to Trust Officers and Administrators. - Review work prepared by junior staff, ensuring accuracy, completeness, and quality. - Assist the Director with workflow planning and capacity management. Transactions & Ongoing Administration - Oversee capital and income distributions, asset acquisitions/disposals, loan arrangements, and bank account operations, etc. - Liaise with internal teams within CSC to ensure seamless services. - Monitor trust assets and service providers, ensuring proper documentation and approvals. Business Support & Development - Assist with new client onboarding, including fee proposals, engagement letters and client acceptance controls. - Identify opportunities for cross-selling services within the CSC group. - Contribute to process improvements, knowledge sharing, and best‑practice initiatives within the Private Client Services team. Key Requirements Professional Experience - 8 to 12 years’ experience in trust and corporate services field, with at least 3–5 years at a managerial level. - Solid experience managing complex HNWI / family structures in Hong Kong or other jurisdictions e.g. BVI, Cayman Islands, Jersey and Guernsey. - Exposure to PTCs, EBTs, investment holding structures, and cross‑border families is highly desirable. Qualifications - Bachelor’s Degree in Law, Accounting, Business, or related discipline. - Professional qualifications such as STEP (TEP/Associate), HKCGI (Associate), or equivalent are strongly preferred. Technical Knowledge - Strong knowledge of trust law, fiduciary duties, and governance principles. - Working knowledge of Hong Kong and BVI AML/CTF, CRS/FATCA, and regulatory expectations gain from trustee companies. - Commercial understanding of investments, private wealth structuring, and family governance. Skills & Competencies - Strong analytical and problem-solving skills, sound judgement and risk awareness, highly organized and detail-orientated with good decision making and time management skills. - Able to work effectively and independently, take accountability to deliver solutions and results. - Possess excellent communication, interpersonal and organizational skills. - Excellent written and spoken English, Cantonese and Putonghua is highly advantageous. - Client‑focused mindset with the ability to manage demanding stakeholders. - Proven ability to lead, mentor, and review junior staff. - Embrace to Teamwork with Tenacity, Agility, Genuine and Fierce Client Spirit so as to provide excellent Service to our clients. About Us CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.® Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other. CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging, CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC. We encourage candidates to apply directly to our website and not through third-party sources. Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications. About the Team At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations. CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions. - CSC is a great place to work with smart and dedicated people. - We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. - We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. - Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. - CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more. - As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.