Administer full-cycle 401(k) and cross-tested retirement plans, including compliance testing and valuations.
Process participant transactions, reconcile assets, and prepare IRS forms.
Communicate with clients and recommend plan design changes for compliance.
Strongpoint Partners is a tech-enabled retirement services platform for small to mid-sized businesses. Recognized as one of Inc. 5000's fastest growing private companies and a Great Place to Work, it operates a network of 19 firms.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Provide onboarding documentation to prospective Advisors.
Obtain and review completed onboarding documentation while providing guidance.
Ensures compliance with industry rules and platform policies.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 with locations and subsidiaries across the United States, Canada, the United Kingdom and Germany.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Processes client’s payrolls and maintains client folders.
Responds to client inquiries via telephone and email regarding payroll and benefits administration.
Coordinates benefits plans including enrollments, invoice reconciliation, and terminations.
Hilb Group is a Top 25 middle-market independent insurance broker founded in 2009. They offer expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation.
Lead the company's transition to self-funded health insurance, including planning and risk analysis.
Own the US benefits budget, forecast costs, and analyze variances.
Manage the company's 401(k) plan and ensure compliance with regulations.
The Adaptavist Group combines teamwork, technology, and processes to help businesses improve. They are experts in delivering enterprise software and solutions across technology ecosystems and have a flexible, remote-first culture and family-friendly policies.
Be the first point of contact for employees on People queries.
Run onboarding and offboarding end-to-end for every hire across all our locations, and employment models.
Manage employee lifecycle administration in HiBob and related systems, including leave management, compensation updates, benefits changes, and employee records.
Seqera provides software for scientists solving complex challenges, from therapeutics to the secrets of our universe. The company's modern biotech stack is trusted by over 150 leading life sciences organizations, helping them conduct science faster and with more confidence.