Pension administrator jobs near me - 52 jobs

Job Description The purpose of this position is to support the ongoing operations and maintenance of the PeopleSoft Pension Administration system for administered pension plans in compliance with security technologies that are designed to protect the corporate infrastructure at the host, endpoint, cloud, application levels. This position is responsible for: 1. Enhancing / modifying / troubleshooting existing pension processes, implementing new processes allowing for accurate, secure and compliant pension processes, calculations and estimates. 2. Implementation & support of all customizations required to comply with pension legislation, regulatory requirements and collective bargaining agreements, ensuring that sensitive data is identified, and properly protected through the use of the appropriate security technologies. 3. Migration of legacy data to a centralized & highly customized Peoplesoft pension administration system, upgrading its efficiency through centralized administration. 4. Configuration of all pension rules including eligibility, participation, consolidation (hours, earnings, contributions), vesting, benefit formulas, optional forms. 5. Supporting various bolt on applications, including but not limited to the pension loans administration system The following knowledge, skills, and abilities are required for this position; PeopleSoft HCM & PeopleSoft Pension Administration knowledge including: 1. Pensions configuration expertise including pension administration module tables & calculation phase (individual & batch) including; a. Consolidated Hours, Earnings, and Contributions b. Service Eligibility, Benefit, and Vesting Service c. Plan Eligibility and Participation d. Vesting and Benefit Eligibility e. Benefit Earning Limitations - 415 Limit Earnings f. Final Average Earnings and 401(a)(17) Limits / Kingston Cap Limits g. Overtime Earning Caps as Per CBAs and statutory changes h. 415 Limit High 3 and 401(a)(17) Limits i. Early Retirement Factors j. Benefit Formulas including death benefits 2. Retiree payroll 3. Annual actuary valuation reporting 4. Annual cost of living adjustments 5. Pension loans administration 6. Service purchase buybacks Technical skills - PeopleTools, People Code, SQR, App Engine, and COBOL The candidate must have recent experience in the implementation of integrated pension administration solutions in the public sector. Flexible work from home options available.

Job DescriptionBenefits: 100% Remote Paid Sick Leave Flexible schedule Paid time off About Us The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service. Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation. VERY IMPORTANT BEFORE APPLYING: YOU MUST HAVE EXPERIENCE WITH CALCAIR PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED. Key Responsibilities Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissions Prepare and file annual IRS Form 5500-series returns and related schedules Maintain and update plan documents and adoption agreements Track plan activity, contributions, distributions, and ownership percentages Monitor eligibility, vesting, and nondiscrimination testing Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules Utilize ACT! CRM; communicate with clients via phone/email/video Collaborate with CPAs, advisors, and internal staff Qualifications FIRM REQUIREMENT: CalcAir (Datair) experience REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY 2+ years in retirement plan (TPA) administration preferred Knowledge of 401(k), profit-sharing, and ROBS plans is a plus ASSPA certification or progress towards it is a plus Proficiency in Office 365, Adobe, Zoom/Meet Strong organizational and communication skills Experience with 5500, 1099-R, 945, 8955-SSA forms This is a remote position.

Performs plan administrative services for assigned group of pension administrators. Serves as main point of contact for pension risk transfer deferred participants. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager. Responsibilities What you will do: Maintains positive relationships with plan sponsors, agents, and internal clients. Maintains positive relationships with deferred participants from the Pension Risk Transfer group. Facilitates quote requests for Pension Risk Transfer clients in collaboration with the Actuarial department. Prepares benefit election forms using information provided by Actuarial department and oversees the distribution process before handing off to Business Quality Assurance team. Oversees Pension Risk Transfer phonelines and responds to enquiries daily to ensure all participants are answered in a timely manner. Provides monthly and weekly sales and administrative reports for Retirement Services in a timely manner. Proactively notifies plan administrators of governmental deadlines and ensures compliance with due dates. Prepares all government filings requested by plan administrators. Works with plan sponsor to ensure all necessary 1099-R's are accurate and timely for Retirement Services clients. Reviews accounts receivables for Retirement Services and makes necessary contact to procure payment. Prepares annual valuation data sheet and census for plan administrator's upon request. Provides agents, clients, and outside third-party administrators with PS-58 costs, statements of contract, schedule A, and other policy information per request. Maintains department membership to necessary boards and subscription fees. Handles accounts payable as needed. Promotes value of Lafayette Life products within qualified plans Responsible for keeping office supplies stocked. Performs other duties as assigned. Complies with all policies and standards. Qualifications Bachelor's degree or equivalent work experience showing increasing levels of responsibility required. - Required Proven experience handling and effectively resolving customer problems and have strong customer service skills. - Required Experience with plan concepts, including product knowledge, procedures, systems and applications. - Preferred Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs to both internal and external client groups in a clear and concise manner. This includes demonstrated strong telephone and e-mail communication skills and etiquette. - Required Demonstrated strong attention to detail with excellent organization skills. Must cite examples of organization and time management methods used to manage or prioritize workload demands. - Required Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions. - Required Must be proficient with Windows-based operating systems and the Microsoft Office Suite of products. - Required Successful completion of ASPPA RPF modules within 1 Year - Required Work Setting/Position Demands: Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned. Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis. Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions Performs substantial movement of wrists, hands, and fingers for continuous computer work. Extended hours required during peak workloads or special projects/events. Travel Requirements: None

About Life360 Life360's mission is to keep people close to the ones they love. Our category-leading mobile app and Tile tracking devices empower members to protect the people, pets, and things they care about most with a range of services, including location sharing, safe driver reports, and crash detection with emergency dispatch. Life360 serves approximately 91.6 million monthly active users (MAU), as of September 30, 2025, across more than 180 countries. Life360 delivers peace of mind and enhances everyday family life with seamless coordination for all the moments that matter, big and small. By continuing to innovate and deliver for our customers, we have become a household name and the must-have mobile-based membership for families (and those friends that basically are family). Life360 has more than 750 (and growing!) remote-first employees. For more information, please visit life360.com. Life360 is a Remote First company, which means a remote work environment will be the primary experience for all employees. All positions, unless otherwise specified, can be performed remotely (within the US and Canada) regardless of any specified location above. About The Team You will be joining a small collegial stock plan admin team that reports into the legal department with very close collaboration with the finance team and HR. The area is rapidly growing for the company and needs to scale as the company grows. About the Job We are looking for an experienced Sr. Stock Plan Administrator who will be responsible for the day-to-day activities of our global equity incentive programs, which include stock options, restricted stock units (“RSUs”), employee stock purchase plans (“ESPPs”). The candidate will also be expected to build a scalable stock plan program including reviewing all current processes and policies and developing comms and employee awareness programs. The ideal candidate is thoroughly familiar with global equity incentive programs (options, RSUs, ESPP) for a large U.S. public technology company. The Stock Plan Administrator role is an excellent opportunity to join a passionate global team at a high growth mission driven company. The role requires experience operating in a high-paced technology company environment with the associated reporting deadlines and requires 'out of the box' thinking to make processes more efficient and streamlined. The ideal candidate must be detail oriented, an accomplished problem solver, have strong organization and communication skills and be hands-on. The US-based salary range for this position is $102,500-$150,000. We take into consideration an individual's background and experience in determining final salary - therefore, base pay offered may vary considerably depending on geographic location, job-related knowledge, skills, and experience. The compensation package includes a wide range of medical, dental, vision, financial, and other benefits, as well as equity. What You'll Do Build a comprehensive stock plan program that is right-sized for the company and scalable Build an ESPP program Process transactions involving option exercises, RSU vesting and ESPP purchases, with a strong collaboration between HR and Payroll Perform reconciliation of records between Stock Administration, HR, and Payroll Maintain database integrity and ensure accuracy of record-keeping of equity data using Fidelity Coordinate with HR/Legal/Payroll to provide accurate mobility taxation for equity vesting in all countries Coordinate with HR to administer the Leave of Absence policy as it relates to equity awards. Provide excellent customer service to equity participants at all levels and to partners across departments and respond quickly to employee questions in a courteous and satisfactory manner Help develop materials and other employee communications, lead the development of ideas and assist with employee education program utilizing various media available, including conducting employee trainings and information sessions Preparation of stock-based compensation (“SBC”) expense journal entries and supporting workbooks for the SBC recognition conclusions, including general ledger account reconciliations Prepare exec comp and beneficial ownership tables for the annual proxy Manage the Insider Trading Policy and associated processes Prepare and maintain all backup data for Form 4 filings Manage the relationship with the stock plan platform What We're Looking For 8+ years stock administration programmatic and general experience in a US public company, and prior accounting experience is helpful Experience creating a scalable stock program for a newly public company, including creating an ESPP program Very strong attention to detail, logical and organized project management skills, and ability to perform self-audit to ensure data integrity and utmost accuracy at all times, including reviewing the work of others Excellent problem-solving skills and proven ability to make informed decisions Clear and concise communication skills with the ability to present to executive management, answer questions from line employees, and discuss technical issues with our vendors Familiarity and openness to using AI tools to streamline manual processes Active CEP certification preferred, but not required, and a CPA license would be helpful as well Our Benefits Competitive pay and benefits Medical, dental, vision, life and disability insurance plans (100% paid for employees) 401(k) plan with company matching program Mental Wellness Program & Employee Assistance Program (EAP) for mental well-being Flexible PTO, 13 company-wide days off throughout the year Winter and Summer Weeklong Synchronized Company Shutdowns Learning & Development programs Equipment, tools, and reimbursement support for a productive remote environment Free Life360 Platinum Membership for your preferred circle Free Tile Products Life360 Values Our company's mission driven culture is guided by our shared values to create a trusted work environment where you can bring your authentic self to work and make a positive difference Be a Good Person - We have a team of high integrity people you can trust. Be Direct With Respect - We communicate directly, even when it's hard. Members Before Metrics - We focus on building an exceptional experience for families. High Intensity High Impact - We do whatever it takes to get the job done. Our Commitment to Diversity We believe that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results. Together, we continue to build an inclusive culture that encourages, supports, and celebrates the diverse voices of our employees. It fuels our innovation and connects us closer to our customers and the communities we serve. We strive to create a workplace that reflects the communities we serve and where everyone feels empowered to bring their authentic best selves to work. We are an equal opportunity employer and value diversity at Life360. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any legally protected status. We encourage people of all backgrounds to apply. We believe that a diversity of perspectives and experiences create a foundation for the best ideas. Come join us in building something meaningful. Even if you don't meet 100% of the below qualifications, you should still seriously consider applying! #LI-Remote

Who we are: Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: **************************** About Benefit Equity, (BEI): Located in Santa Ana, California, Benefit Equity has been a leader in the retirement services industry since 1989. Their team of 14 retirement plan strategists have built a reputation for helping successful small- to medium-sized businesses, wealth advisors, payroll companies, and tax professionals with reliable and trusted guidance to meet their retirement objectives. Specializing in retirement plan administration and consulting services, BEI's team is set apart by their belief in building and cultivating relationships and their collaborative approach to solve problems for their clients. BEI is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Benefit Equity Inc., (BEI) is seeking a detail-oriented and client-focused Sr. Combo Retirement Plan Administrator to manage a block of Defined Benefit and Defined Contribution plans. In this role, you will serve as the primary point of contact for your clients, providing technical ERISA guidance, delivering high-quality service, and overseeing all aspects of plan administration, annual testing, & compliance. This is an excellent opportunity for a seasoned retirement professional who enjoys building strong client relationships, solving complex problems, and contributing to the operational excellence of a small, collaborative team. The ideal candidate thrives in a consultative environment and takes pride in helping clients maintain compliant, well-run retirement plans. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our partners and clients, preference will be given to local candidates able to work on a hybrid model. Key Responsibilities: Deliver exceptional client service with strong problem-solving and critical-thinking skills. Communicate clearly and professionally in both written and verbal formats. Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines. Maintain current knowledge of ERISA regulations and legislative changes. Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70-100 plans (subject to change). Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g). Review and coordinate processing of distributions and loans with asset holders. Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission. Support external auditors and assist with IRS or DOL audits as needed. Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients. Coordinate conversions for new clients, working with internal and external parties to ensure accuracy. Partner with support staff to facilitate timely and accurate completion of plan administration tasks. Safeguard all confidential client and company information in compliance with data-security standards. Lead project teams and provide training or technical support to junior staff and peers. Perform other duties as assigned. Qualifications: Bachelor's degree preferred. 10+ years of ERISA experience in the retirement industry. Strong financial analysis skills. Experience with ASC, FTWilliam, and PensionPro preferred. Proficiency in Word, Excel, and Outlook. Excellent written and verbal communication skills. Strong analytical, organizational, and problem-solving abilities with high attention to detail. Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements. Ability to plan, delegate, and oversee work performed by support staff. Pay Transparency Statement: The anticipated pay range for this position is $95,000-$120,000 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. Our Value-Driven Employee Experience: Flexible Workplace - Hybrid and remote options available for many roles. Unlimited 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. **Specific benefits and programs may vary by partner and position.

COMPANY DESCRIPTION: Forbright is a nationwide full-service bank and commercial lender focused on helping to build a brighter future for our clients and the communities we serve. Forbright is committed to exceptional client service by providing seamless, innovative personal banking services to depositors and creative financing solutions to visionary middle market businesses and investors in healthcare, technology, financial services, real estate, and other industries. COMPANY CULTURE: We are a dynamic, high energy, fun, and fast-paced organization that has an exciting growth trajectory, meaningful mission, and embedded responsible practices into our daily interactions. We offer our team members a culture of collaboration, inclusion, flexibility, recognition, and giving back. We look to hire individuals that are passionate about our mission, and who are motivated, customer and results-oriented, innovative, adaptable, and thoughtful. COMPANY MISSION: We are a mission-driven institution. We operate a sound dynamic institution that is well capitalized, liquid, profitable and uses best practices to manage risk and assure compliance with laws and regulations. We use Forbright's capital, capabilities, innovation, and expertise to help our clients succeed and contribute broadly to building a brighter future. JOB SUMMARY: The Equity Plan Administrator is responsible for building and managing the administration, auditing, and lifecycle tracking of Forbright Bank's employee equity program. This position is responsible for the day-to-day administration of our equity plans, including ensuring accuracy, compliance, and excellent employee experience. This role partners closely with other teams at the Bank to manage all aspects of equity operations and support a fast-paced, growing organization.DUTIES AND RESPONSIBILITIES: Administer and manage the full lifecycle of equity compensation plans, including the preparation, review, and execution of grant agreements, exercise documents, and award modifications Manage and maintain accurate and timely equity data within our equity management platform Track vesting milestones, grant approvals, and reporting deadlines related to equity awards Partner with finance, legal, tax, payroll, and human resources to ensure timely and compliant processing of equity transactions, including tax withholding and reporting Serve as the primary point of contact for employees regarding equity compensation plans by providing timely, high-quality customer service and education on equity-related matters Generate regular reports on stock plan activity, grants, exercises, vesting, and forfeitures for finance and legal teams Prepare and reconcile monthly and quarterly equity reports, including share activity, expense accruals, and outstanding balances Assist in maintaining accurate records of equity authorizations, share pools, and plan usage for internal and board reporting Assist with the valuation process for stock options Ensure compliance with tax, legal, and securities regulations across all jurisdictions where equity is granted Support process improvements, automation, and system enhancements to improve efficiency and accuracy of equity administration Perform other duties as assigned QUALIFICATIONS: Bachelor's Degree preferably with a concentration in Business, Finance, or Accounting required Minimum of 5 years of experience in stock plan administration or equity compensation required Experience working for a public company preferred Certified Equity Professional (CEP) designation - Level I or higher preferred Strong understanding of stock-based compensation accounting concepts and U.S. GAAP (ASC 718) Hands-on experience with equity management platforms required Exceptional level of analytical and reconciliation skills Proven ability to collaborate cross-functionally with finance, legal, tax, payroll, and human resources teams Strong level of discretion and confidentiality Proficiency with Microsoft Office tools (Outlook, Word, PowerPoint, Excel) Excellent verbal, written, and interpersonal communication skills Strong organizational skills and attention to detail Outstanding problem-solving and time management skills Self-motivated, self-directed, and results-oriented Adaptable and able to multitask in a fast-paced environment Can work independently and within a team; solution-oriented with a collaborative approach The pay range for this position is below. The specific rate will depend on the successful candidate's qualifications and prior experience. $114,353 (entry level qualifications) to $118,200 (highly experienced). POSITION REQUIREMENTS: We are committed to creating an inclusive workplace where all employees are capable of performing their job position. Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion. The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions. While performing duties of this job, the employee may be regularly required for extended periods of time to:• Remain in a stationary position• Use hands and fingers • Utilize a computer monitor with visual acuity• Operate technology or other office machinery such as printers, scanners, etc.• Communicate clearly verbally and/or in writing with others ADDITIONAL DUTIES: For Forbright Bank to remain efficient and nimble as a growing organization, team members are expected to exhibit a high level of flexibility regarding any duties that may be situationally assigned outside of this job description. PERKS/BENEFITS:• Comprehensive health, dental, and vision plans• 4 weeks PTO• 401k + company match• Metro SmartTrip benefits ($50/mo)• Remote or hybrid work schedules for most positions• Incentives for purchasing solar panels, electric vehicles, biking to work, etc.• Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!• Best Workplaces for Commuters 2023 & 2024 winner• The Washington Post Top Workplaces 2023, 2024, and 2025 winner• American Banker Best Banks to Work For 2023 winner It is the policy of Forbright Bank to provide equal employment opportunities to all qualified individuals and to administer all aspects and conditions of pre-employment and employment without regard to protected characteristics. Employment with Forbright Bank is at-will, which means that either you or the Company may terminate the relationship at any time. By applying, you acknowledge that you have reviewed our CCPA Privacy Notice.

Job DescriptionJob Title: GCM Client Administrator IILocation: Baltimore, MDHire Type: ContingentPay Range: $30.00 - $35.00/hr Work Type: Full-time Work Model: hybrid (three days onsite, two remote) Work Schedule: Monday - Friday, 8am - 5pm Recruiter Contact: Natalie Dunn, natalie@marykraft.com Nature & Scope:Positional OverviewAssists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point of contact for clients regarding daily administration. Maintains daily contact with clients to address general inquiries and/or facilitate client requests. Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations. Ensures proper administrative management for accounts under responsibility.Role & Responsibility:Tasks That Will Lead to Your Success Oversee client relationships, making appropriate recommendations for routine internal business activities. Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings. Manage daily implementation of client strategies. Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance client experience. Resolve problems and respond to client requests in a timely manner. Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources. Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally. Remain current on industry news applicable to the line of business. Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role. Provide and maintain appropriate levels of control to minimize losses. Provide effective support for team members. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports diversity and reflects the company's brand. Maintain company internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Skills & ExperienceQualifications That Will Help You Thrive A combined minimum of 4 years of higher education and/or relevant work experience. At least 1 year of relevant work experience with direct client contact. Strong customer service orientation and focus on client satisfaction. Excellent verbal and written communication skills. Knowledge of corporate policies and procedures, especially around administration and risk controls. Ability to manage client relationships and serve as a point of contact for client inquiries. Ability to process complex transactions, such as cash disbursements, trades, account maintenance, and trust terminations. Understanding of and adherence to risk and regulatory standards and internal controls. Bachelor's degree in Finance, Business, Economics, or Accounting. Certification: CCTS (Certified Corporate Trust Specialist), especially if trust focus. Strong software application skills, and willingness/ability to learn new systems. Experience working in a team environment. Strong interpersonal skills, ability to build trust with clients. Analytical ability to interpret financial or trust-related data. Proven ability to build working relationships with support areas within the business. Professionalism and integrity demonstrated in past roles.

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. The anticipated salary range for this role is between $48,000.00 and $75,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. Role Description Global Trade Finance Department (GTFD) is a global department with major offices in Tokyo, Singapore, London and New York. The business is diverse and dynamic, comprising of four business lines (documentary trade and trade loans, receivables finance, structured trade & commodity finance) and multiple teams. The purpose of the role is to support GTFD management in the delivery of its strategy and its financial and qualitative targets, and the maintenance of a robust control framework as a “First Line of Defense”. This person will support relevant projects and initiatives of the Bank. They will coordinate through SPCU the “planning” (financial control, strategic monitoring and policy implementation) responsibilities related to GTFD's global activities and to contribute to its global strategic, planning and control capabilities. This arises from the role of SPCU in Tokyo to jointly manage GTFD's global net income budget, resources and key performance indicators. This role will require interaction with a broad range of staff in other departments at various levels, including within FSPDAD, Front Office Business Management in Vertical, RMDAD and BCDAD, the GTFD's senior management, group heads and other staff within the Americas Division (AD) as well as with SPCU colleagues in other regions. Role Objectives Produce periodic and ad hoc presentations and reports. This includes various presentations & reporting including Management Information and the underlying data gathering/analysis. Specifically: monthly dashboard, SPDGB ALCO reports using BRS data, General Manager's summary paper, Global Staff Directory. In all cases, strong reconciliation, proactive control and clear documentation is expected to ensure that numbers are correct, complete and clear to the stakeholders. Track and prepare detailed reports reflecting GTFD's financial and qualitative performance against a range of criteria, including forecasts and with robust analysis of variances (actual to forecast, year on year, etc.) reflecting the dynamic nature of each business line. Use various data sources and critical thinking to challenge forecasts, variances and assumptions, maintaining clear records. Investigate together with other stakeholders errors or anomalies in processes having a material financial impact to GTFD, explaining the issues clearly and proactively proposing workable solutions with effective follow up Develop data management and reporting capabilities to enable GTFD to explain its global business and achievements effectively, and document these processes in the Planning Group procedure manual to ensure common understanding and sustainability; Support ad hoc projects and activities as required within Planning Group Handling business travel bookings and travel expense reimbursements using Concur for MDs. Expense management in relation to business travel, meetings, industry events, client events, entertainment, gifts through CONCUR as well as COUPA for MDs. Responsible for submission and management of reimbursement requests, and tracking and payment of expenses. Ordering office supplies and business cards and other procurement issues via the Coupa system and managing building maintenance requests. Qualifications and Skills Required: Bachelor's degree Excellent attention to detail and the quality of work product Familiarity with Excel and data visualization tools(e.g., Power BI) Excellent written and verbal communication skills A proactive attitude and willingness to learn Japanese speaker or bilingual English/Japanese is a plus Preferred: Internship or coursework related to business analysis, planning, or financial modeling Knowledge of business intelligence tools (e.g., Power BI) SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.

Third Party Administrator - Pension / 401(k) Plan Administrator If you are looking for a company where you can grow and learn…. this may be a great opportunity for you. Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels. About Us Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space. Job description The Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include: Data entry Plan document maintenance Contribution calculation Compliance testing Account reconciliation and accounting Preparation of IRS form 5500 and related schedules Report preparation and compilation Working with vendors New plan implementation Client meetings Working with both defined contribution and defined benefit plans Requirements: Open to various levels of experience Bachelor's degree preferred Mathematically inclined Customer oriented Heard working and excited to learn Organizational skills, attention to detail and time-management skills Ability to manage multiple priorities and deadlines Comfortable working on multiple open projects and clients at one time Experience with Excel and other Microsoft Office programs Energized professional with a client first mentality Positive, collaborative mindset Additional Information Why Omni 360? We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up. Benefits: We value our employees' time and efforts. Our commitment to your success is enhanced by our benefits package. Here are just a few: Healthcare Professional Development Allowance Generous Paid Time-off 401(k) plan with company match Future growth opportunities within the company Opportunity for work-from-home schedule We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture Uncompromising integrity, a passion for excellence and mutual respect Pay will be commensurate with experience Job Type: Full-time Pay: $30,000.00 - $75,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Schedule: 8 hour shift Monday to Friday Weekends as needed Qualifications Education: Associate (Preferred) Experience: Customer service: 1 year (Preferred) Ability to Commute: Matthews, NC 28105 (Required) Ability to Relocate: Matthews, NC 28105: Relocate before starting work (Required) Additional Information HOW TO APPLY If this sounds like you and you are interested in this position. Please send a resume or brief work history with contact info. including a phone number that you can be reached. Social media contacts, Facebook, LinkedIn, etc. Type us a brief cover letter and tell us why we should hire you. We look forward to working with you!

Looking for a senior leadership role within a growing firm? Actuarial consulting client is seeking a highly experienced & detail-oriented Senior Pension Consultant Actuary. This candidate will oversee a team of professionals and be responsible for ensuring that all pension-related deliverables are completed accurately and to the highest standards. The ideal individual would have their ASA, FSA, or EA credential, 15+ years of relevant experience, and excellent project & operations management skills. Experience with ProVal is a plus. (#58054) Compensation: $120K+ Location: Horsham, PA / Hybrid

We are seeking an experienced Epic Resolute Client Administrator with deep expertise in Hospital and Professional Billing (HB/PB). The ideal candidate will have a strong technical background, proven experience in Epic build/configuration, and the ability to support claims and revenue cycle operations across healthcare systems. Key Responsibilities Configure, build, and maintain Epic Resolute applications for Hospital Billing (HB) and Professional Billing (PB). Manage and troubleshoot claims workflows, PPE/HPE, and related billing components. Collaborate with revenue cycle teams to ensure accurate billing, posting, and claims processing. Implement and support system enhancements, updates, and integrations with third-party systems. Perform unit and integrated testing to validate configuration changes. Provide end-user support and documentation for new builds or system changes. Work closely with stakeholders to ensure alignment with compliance and organizational goals. Required Qualifications Active Epic Resolute Certification in: Hospital Billing (HB) Professional Billing (PB) Minimum 10 years of hands-on experience in Epic build and configuration. Strong understanding of claims processing and revenue cycle workflows. Proven ability to analyze, design, and optimize billing operations using Epic tools. Excellent problem-solving and communication skills. Must be a technical resource (not primarily ambulatory services). Remote work capability with reliable access and collaboration tools.

The company is seeking a candidate who is highly driven with a strong desire to support and in some cases own financial policies, procedures, controls, and the reporting systems of the company. This position will execute all accounting and financial matters of the company in a professional and timely manner, while maintaining a high level of communication with other executives and operational managers. Main responsibilities: Approval of vendors' invoices & payments and performing all related accounting entries Creation of Customers' Invoices and monitor AR, performing all related accounting entries Preparation of Monthly SOA and Email to relevant customers Ensuring the timely submission of all relevant taxes Liaising and co-ordinate with Internal and Statutory Auditors and do necessary activity to get Financial Report on a timely manner Liaising with banks for all related matters Analyzing financial data and preparing monthly/yearly financial statements and accounting information in accordance with GAAP standards. Preparing complete Financial reports on a monthly basis for Executive Management Liaise with the Operations team as regards to invoicing matters Reconciliation of the company's accounts on a quarterly basis to ensure correctness of all entries. Payroll preparation and submission to Payroll Service Agreeing all intercompany accounts with all related parties. Provide necessary support in any type of administrative matter that involves the registration of the company with local and state tax authorities. Ensure compliance with federal, state and local regulations. Accountability: Ensure the completeness and accuracy of the company's financial records and provide any necessary info to clients, local authorities, external auditors and advisors as well as the company's Banks. Main Qualifications: Strong knowledge of the local tax regime including corporate tax, sales taxes, income tax. Fluent in English speaking, reading and writing. Complete knowledge of Accounting and bookkeeping procedures. Expert QuickBooks knowledge Preferably with experience in the professional services industry. Strong interpersonal skills and customer relationship building skills. Ease to communicate effectively and clearly. Strong attention to detail Ability to work on own initiative. Organized, disciplined and strong personality. Result oriented. Job Type: Full-time Salary: Based on experience. Benefits: Health insurance Paid time off 401K Work Location: HYBRID weekly schedule with 3 days onsite at EPMA Corporate Office and 2 days remote working. HOW YOU'LL GROW AT EPMA We believe in the investment of our people. Strong client results and company growth is a direct result of our focus on personal growth for every single employee. With regular reviews and measurable development plans, we help you focus on the skills and knowledge you need to succeed. From on-the-job learning to professional development programs, we help you to grow throughout your career and ready you for the opportunities that lie ahead. EPMA'S CULTURE BE INSPIRED our 10 core values are at the forefront of everything we do. We take pride in investing in the development of our people, because they are part of the EPMA family and DNA. Call us old fashioned, but we believe in building talent, and we take pride in preparing our future leaders and innovators. You will find a fun, exciting and rewarding career at EPMA. ABOUT EPMA Since 2010, EPMA has quickly earned credibility as a trusted leader in Project and Portfolio Management Services helping local businesses to Global 50 companies deliver projects with greater efficiency and success. Our ability to attract the most talented people and empower them to make a difference for our clients is part of what makes EPMA one of the Top Companies to work for in Texas, and one of the Best and Brightest companies to work for in the nation. We are also on the Inc. 5000 list as one of the fastest growing, privately held companies in America today. EPMA is an Equal Opportunity Employer and Prohibits Discrimination and Harassments of Any Kind: EPMA is made up of a very diverse group of individuals representing a variety of backgrounds, perspectives, and skills. At EPMA, we don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our services and our community. EPMA is proud to be an equal opportunity workplace.

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Transamerica is excited to announce that we are expanding and looking for FINRA Licensed Advisors to join our team! Now interviewing for multiple openings for our February 2nd and March 2nd classes! How long is your commute? The Retirement Plan Specialist role is fully remote! Are you an experienced Financial Advisor or Retirement Professional who is tired of prospecting and would love to work with ongoing warm leads, build relationships, and assist clients with their financial challenges? Do you wish that instead of a high pressure, commission-only position you could work from home 40 hours per week, receive a bi-weekly base salary PLUS monthly, quarterly, and annual bonuses? Then our team is what you are looking for! You must hold FINRA Series 6, 63, and 65; OR Series 7 and 66 at time of hire. Provides customers with education, guidance and transparency around retirement product solutions (i.e. Account Rollover & Retirement, Annuity, Term Life, Permanent Life). Staff at this level are learning products and handle routine inquiries. Receive instruction, guidance and direction from more senior analysts. Job Description Responsibilities * Learn all products in assigned specialty area, including awareness of competitive offerings and regulations. * Explain and ensure customers understand product options for routine inquiries; make product recommendations. * Identify if there are multi-product needs and connect customers to other product specialists. * Work with relationship managers and fulfillment analysts to initiate product requests. Qualifications * Bachelor's degree in a business field or equivalent professional experience * FINRA Series 6, 63, and 65; or FINRA Series 7 and 66 (required to be approved to do business in all states) * Life license (or obtain within 90 days) * One year of experience in the financial services industry * Basic knowledge of financial products (related to assigned specialty area) * Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust * Problem-solving and decision-making skills to select and recommend product solutions * Written/verbal communication and presentation skills to provide information via phone, email, video, chat, etc. * Proficiency using MS Office Preferred Qualifications * CFP and/or CRPC * Knowledge of CRM (Salesforce.com) and digital financial advice platforms Working Conditions * Remote (Field/Travel) Environment * Schedule may vary to fulfill service levels during hours of operation Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $65,000 - $95,000 per year. The Salary for this position generally ranges between $48,500 - $53,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. This position is currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. #LI-KB1 Disclaimer: Beware of fake job offers! We've been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note: * We will never request personal information such as ID or payment for equipment upfront. * Official offers are sent via DocuSign following a verbal offer-not through text or email. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Retirement Plan Specialist provides support to Wealth Advisors, plan sponsors, administrators, and participants. The Retirement Plan Specialist reports to the Retirement Plan Manager and is responsible for supporting Wealth Advisors with plan design, preparing meeting materials, and serving as a liaison to plan providers. The Retirement Plan Specialist collaborates with plan providers, including recordkeepers, third-party administrators (TPAs), and custodians, to facilitate plan needs. Essential Job Functions for this role include: Service Plan Execution: Prepare Fiduciary Investment Reviews (FIRs) for meetings and delivery. Prepare Fiduciary Plan (Design) Review for meetings and delivery. Prepare Provider Review for meetings and delivery. Advisor Support: Plan design and proposal preparation. Facilitate and navigate plan changes, including plan design, fund changes, etc. Onboarding new clients - collaborate with sales team to ensure a seamless onboarding process. Transitioning clients - collaborate with advisors to ensure a seamless transition process. Client Support: Answer inquiries regarding the plan from plan administrators/sponsors and participants. Ensure strong client satisfaction and retention from plan administrators/sponsors. Provider Collaboration: Communicate with recordkeepers, Third-Party Administrators (TPAs), and custodians. Knowledge, Skills, and Abilities: Education: Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: Minimum 3 years of financial industry related experience Experience with interacting with individuals at all income levels in a professional and confidential manner Certifications: Notary designation a plus Job Skills: Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion Excellent verbal, written, analytical, and organization skills Technical and analytical training and ability to multi-task and manage multiple projects at once Ability to simplify complex issues and communicate them to advisors and clients clearly and concisely. Results-oriented individual with proven ability to thrive in a fast-paced environment High attention to detail and the ability to see things through from concept to implementation Proficiency with RPAG, Salesforce and MS Office Suite Flexible, Reliable, Trustworthy, and Confidential with all matters Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal clients across multiple time zones. All roles classified as non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs. Pay Range $67,996.60-$79,996 USD Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: Company Paid Basic Life & AD&D Insurance Company Paid Short-Term and Long-Term Disability Insurance Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan. Two comprehensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for child and dependent care. 14 Company Paid Holidays with a full week off at Thanksgiving. Generous paid time off program for vacation and sick days Employee Assistance Plan Family Medical Leave Paid Parental Leave (6 weeks) Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time. Adoption Assistance Reimbursement Program Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more. 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Pet Insurance We are not accepting unsolicited resumes from agencies and/or search firms for this job posting. Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you need an accommodation seeking employment with Mercer Advisors, please email *****************************. Accommodations are made on a case-by-case basis. This email is for accommodation requests only. We are unable to respond to general inquiries sent to this email address. Applicants have rights under federal employment laws: Family and Medical Leave Act (FMLA) Employee Polygraph Protection Act (EPPA) Equal Employment Opportunity (EEO) U.S. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Mercer Advisors participate in E-Verify to confirm work authorization. E-Verify Right to Work If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $70,000.00 - $70,000.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. REQUIRES RESIDENCY IN MISSOURI Essential Functions for this role include: Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service-related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees Perform other duties as assigned. If you have the following credentials, we encourage you to apply: 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. Series 65 licensing required. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred Spanish bilingual preferred. To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare's benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Amalgamated Bank seeks an Account Support Administrator provide client and administrative service and support to the Commercial Banking team. By joining our team, you'll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: 1.Work closely with the Account Executive team to provide client support where required 2.Perform all new account openings and account maintenance within Commercial Banking based on client request and supporting documentation including but not limited to: Commercial, Commercial Real Estate and Nursing Homes segments 3.Review Account Opening Packages for accuracy prior to activating accounts in Horizon 4.Open and maintain all Commercial Real Estate tenant accounts 5.Assist in maintaining and monitoring Nursing Home accounts 6.Process client refunds and waivers as required 7.Process RSA token requests coordinating with Account Executive and Info Security teams 8.Setup clients in account analysis system (XAA) as prescribed by billing setup forms 9.Process monthly billing including but not limited to: running preliminary billing cycle, making adjustments as necessary and processing final billing 10.Review daily and monthly reports including, but not limited to: new accounts, account maintenance, XAA preliminary statements, XAA waivers, XAA maintenance changes, fee refunds, Nursing Home reports, RDC returns, ACH debit origination returns, Third Party Payment Processor audits 11.Maintaining basic functions in XAA i.e. making changes to billing dates, client setups, price list, etc. 12.Process credit report request as needed by underwriting and relationship team(s) 13.Run prospective borrowers through Know Your Customer (KYC) process including but not limited to OFAC, LexisNexis and various AML systems 14.Start all Commercial Real Estate loan packages by processing initial deposit, assigning mortgage number, creating digital loan file, etc. 15.Provide and perform clerical related duties in department as directed. Maintain neat and accurate file and records of department and client correspondence, statement and files; photocopy and file correspondence, documents and reports. Daily scanning of documents ensuring all is appropriately indexed and reviews. 16.Process stop payments, internal account transfers, and Online Transaction Entries (OTE) in adherence to departmental procedures 17.Research and follow up on outstanding issues, inquiries or documents on Commercial accounts to ensure timely completion and resolution 18.Order checkbooks and deposit slips for clients 19.Maintain attendance records and complete weekly timesheets 20.Prepare department invoices within Concur 21.Reconcile designated Commercial accounts on a daily, weekly and monthly basis depending on reconciliation cycle 22.Perform other administrative duties as assigned such as scheduling, meeting management, and record keeping 23.Support the retail branch by performing both teller and customer service functions according to needs (DC and SF branches only). 24.Open and close the branch in the absence of the branch officers (DC and SF branches only). 25.Perform other duties as directed. Knowledge, Skills and Experience Requirements: 1.College bachelor's degree, preferred but not required. 2.Two to three years general office experience in a fast paced atmosphere. 3.Robust knowledge of PC, preferably Microsoft Office software package (Word, Excel, Outlook). 4.Exceptional verbal, written communication and interpersonal skills. 5.Strong attention to detail and accuracy. Our job titles may span more than one career level. The starting base salary for this role is between $25.00 - $30.00 per hour. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Pay Range: $19.45 - $25.93Provide daily support to Retirement Plan Client and Technical consultants to administrate retirement plans and trust accounts for clients. Communicate directly with, internal teams in the above capacity. Education and Experience: Associate degree and one (1) year related experience or an equivalent combination of education and experience. Skills and Abilities: Ability to read and interpret documents such as procedure manuals and technical procedures. Ability to write routine reports and correspondence. Ability to communicate effectively with both internal and external contacts. Ability to prepare excel spreadsheets, reconcile numbers, and analyze financial data. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Must have knowledge of advanced Microsoft Office applications, especially Word, Excel, Access and the ability to develop application software skills provided by internal training, within a reasonable time as determined by the Manager. Tasks Performed: 30% Prepare Trust Accountings, Reconcile Financial Data, and Import Data 25% Publish Form 5500 for client signature, and 8955-SSA. Complete of Form 1099R and 5558. Assist Retirement Plan Compliance Consultant in preparation of Form 5330 for client signature. 20% Coordination of annual compliance needs to include: generate & import Employee Census Files, prepare and review output to ensure information provided meets the need of each individual retirement plan. 20% Administrative Processing Distributions, Hardships, Loans etc. Physical Requirements: Communicate effectively with internal and/or external customers Stationary 75% of time or greater Move Objects to Maximum 10 lbs Why Work at NBT At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success. Wellbeing At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. Community Involvement NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. Culture NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. Career Development Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. Total Rewards NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives - ensuring you feel valued every step of the way. Business Stability NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. Benefits for Full-Time Employees: Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. Parental Leave: Six weeks of paid leave at 100% of your salary. Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Dental and Vision Coverage: Ensuring your overall health and well-being. Flexible Spending Accounts: For healthcare and dependent care expenses. Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. Voluntary Benefits: Including hospital, accident, and critical illness coverage. Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future. Adoption Assistance: Supporting your growing family. Tuition Reimbursement: Invest in your education and career growth. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Benefits for Part-Time Employees Working 20+ Hours/Week: Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. Generous Parental Leave: Six weeks of paid leave at 100% of your salary. Benefits for All Part-Time Employees: Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future Paid Sick and Safe Leave: For your health and safety. Employee Assistance Program (EAP): Access to support and resources. Financial and Banking Services: Various benefits and financial planning assistance. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

The Payroll and Benefits Administrator is responsible for the accurate and timely processing of multi-state payroll, administration of employee benefit programs, and coordination of new hire onboarding and orientation activities. This role ensures compliance with federal, state, and local regulations across multiple jurisdictions, serves as a trusted resource for employees, and partners with HR, Finance, and external vendors to support a positive and compliant employee experience. Job Responsibilities: Process accurate and timely multi-state payroll, including wages, deductions, taxes, bonuses, and adjustments Maintain and audit employee payroll and HRIS data to ensure accuracy, confidentiality, and compliance across jurisdictions Ensure compliance with federal, state, and local payroll, tax, and wage-and-hour regulations, including multi-state requirements Administer employee benefit programs including medical, dental, vision, retirement, FSA/HSA, and other voluntary benefits Coordinate benefits enrollment, open enrollment, qualifying life events, and terminations Lead new hire onboarding activities, including payroll setup, benefits enrollment, and employee orientation sessions Serve as the primary point of contact for employee inquiries related to payroll, taxes, and benefits Reconcile payroll and benefits invoices and resolve discrepancies with vendors and internal partners Prepare payroll reports, audits, and filings, including multi-state year-end processes such as W-2s Partner with HR and Finance to support process improvements, audits, and HR initiatives as needed ducation & Required Qualifications: Required Qualifications Associate's in Human Resources, Accounting, Business Administration, or a related field Minimum three years of experience processing multi-state payroll and administering employee benefits Working knowledge of multi-state payroll regulations and benefit compliance (FLSA, ERISA, ACA, COBRA, state tax laws, etc.) Experience with HRIS and payroll systems (e.g. ADP, UKG) Strong proficiency in Microsoft Excel Preferred Qualifications Bachelor's degree in Human Resources, Accounting, Business Administration Payroll or HR certification (CPP, FPC, SHRM-CP/SHRM-SCP) preferred Competencies: High attention to detail with the ability to manage sensitive and confidential information Strong organizational, time management, and problem-solving skills Excellent written and verbal communication skills Excellent presentation skills Work Environment & Physical Requirements (if applicable) : Work Environment Primarily works in a professional office or remote/home office setting Standard business hours with occasional extended hours as business needs require Frequent interaction with computers, phones, and other standard office equipment Low-noise environment typical of an office setting Physical Requirements Ability to remain seated for extended periods of time Regular use of hands and fingers to operate a computer keyboard, mouse, and other office equipment Ability to see, read, and interpret written and electronic information Ability to communicate verbally and in writing Occasional standing, walking, bending, and reaching Ability to lift and/or move up to 10 pounds occasionally

Job Description Payroll & Benefits owns all aspects of The Connor Group's payroll and benefits programs, ensuring compliance with applicable regulations, timely and accurate pay processing, and high levels of associate satisfaction, with a constant focus of fulfilling these duties in the most cost-effective way. This role will establish strategies for continuous improvement in payroll operations and benefits administration and have a strong desire to leverage technology for improving efficiency and effectiveness. Accountabilities/Responsibilities Payroll Management · Ensure strict compliance with federal, state, and local payroll regulations, maintaining up-to-date knowledge of changes in the law. · Maintain and manage accurate associate records and payroll data, assisting with the reconciliation of payroll-related general ledger accounts. · Oversee the processing of payroll withholdings, including deductions for 401(k), FSA, and other benefits. · Direct payroll operations, ensuring payrolls are processed on time and in compliance with legislative and company policies. Proactively mitigate risks and minimize errors. · Develop and/or maintain payroll policies and procedures, facilitate changes in regulatory processing, and lead payroll-related projects. · Analyze and put forth payroll system requirements and manage payroll implementation activities in connection with systems updates and/or company structure changes, such as acquisitions or the establishment of new legal entities. · Serve as a subject matter expert on payroll, providing excellent customer service and guidance to associates and management regarding taxes, wage and hour laws, garnishments, timekeeping processes, and compliance. · Assist in year-end payroll and payroll tax activities, including the preparation of W-2 forms and fringe benefit reporting. Benefits Management · Design, implement, and manage our associate benefits programs, ensuring an elite benefits package is both competitive and cost-effective. · Manage relationships with our insurance broker, benefits providers, and other relevant parties. · Oversee open enrollment, processing benefit changes and terminations, and maintaining effective communication with associates about their benefits options. · Ensure compliance with all relevant benefit laws and regulations, staying current on legislative changes. · Prepare and submit required reports to government agencies, maintaining accurate records for audit purposes. Qualifications · Minimum of 7 years of payroll experience · Advanced technical knowledge with hands-on experience managing payroll system development, configuration, and reporting; experience with ADP Workforce Now strongly preferred. · High level of confidentiality and professionalism in handling sensitive associate data. · Strict attention to detail, highly organized, efficient, and ability to multi-task. · Strong written and verbal communication skills to effectively communicate with both internal and external customers. · Proficient in Microsoft Excel, Word, and Outlook.