Role Description We are looking for a highly organized and service-driven Virtual Assistant to support the client with student communication, hiring operations, scheduling, and session recap workflows. This role will help protect the client’s focus time by managing inbound messages, coordinating Calendly-based scheduling, keeping Asana updated, following up on missing materials, and making sure students feel supported throughout the process. Key Responsibilities - Inbox and Message Triage - Monitor Circle DMs, student texts, and inbound requests daily. - Review and categorize messages based on urgency, including same-day requests, standard follow-ups, and non-urgent items. - Draft warm, clear, and proactive responses for client’s approval when needed. - Acknowledge student messages quickly, especially when a request will take time to resolve. - Identify when a student needs a 1:1 session and send the correct Calendly booking link. - Calendly Scheduling Coordination - Route students to the correct Calendly link based on the type of session needed. - Confirm time zone clarity when scheduling calls. - Set clear expectations on what students need to submit before their session. - Follow up right away when required materials are missing. - Reschedule sessions when needed to protect client’s time from unprepared calls. - Ensure Calendly reminders and follow-ups are properly managed. - Hiring and Candidate Support - Review candidate submissions before they are sent to the client. - Confirm that resumes, interview recordings, assessments, and other required candidate materials are complete and accessible. - Follow up with students when candidate materials are missing. - Maintain a clean tracker in Asana or the assigned system. - Coordinate second interviews once candidates are approved to move forward. - Candidate Connect and Asana Pipeline Management - Manage the Candidate Connect pipeline in Asana from discovery call through hire. - Move student cards forward as each stage is completed. - Monitor Asana notifications and emails daily. - Flag stalled cards or delays that need client’s attention. - Track signed agreements, intake forms, finalist submissions, second interviews, candidate selections, and hires. - Coordinate second interviews by matching the student’s calendar with client’s availability. - Update the Asana board so it reflects the current status of each student. - 1:1 Session Recap Support - Pull transcripts from Fathom, Zoom, or the assigned recording tool. - Draft structured recaps after 1:1 sessions. - Send recaps for review and approval. - Post approved recaps in Circle on client’s behalf. - Ensure recaps include discussion points, key decisions, next steps, accountability items, and deadlines. - Complete recap drafts within 24 hours of each session whenever possible. - Quality Control and Process Support - Proofread and polish messages, updates, and recaps before sending. - Maintain a professional, warm, and clear communication style. - Create and update reusable templates for missing item follow-ups, scheduling instructions, confirmation messages, and recap formats. - Send a short daily priority summary with the most important updates and action items. Qualifications - Strong written communication skills. - High attention to detail. - Experience managing scheduling, follow-ups, and administrative workflows. - Comfortable using Google Workspace and task management tools. - Able to follow structured processes and keep trackers updated. - Able to protect calendar boundaries and enforce required steps before meetings. - Strong organizational skills and follow-through. Preferred Qualifications - Experience supporting a coaching program, student success team, or client-facing team. - Familiarity with hiring workflows, candidate screening, or interview coordination. - Experience using Asana, Calendly, Circle, WizeHire, Fathom, Zoom, or similar tools. - Mortgage industry familiarity is helpful but not required. Key Traits - Proactive - Organized - Calm under pressure - Clear communicator - Detail-oriented - Reliable with follow-through - Service-driven Tools and Platforms - Calendly - Asana - Circle - Google Workspace - WizeHire - Zoom or Fathom - Typeform or similar intake form tools Benefits - Opportunities for growth and advancement - Competitive compensation package Work Hours - Full-time - EST/ PST business hours, Remote

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