Analyze and draft retirement plan documents to ensure compliance and alignment with client objectives.
Manage document lifecycles for qualified plans, working closely with teams to interpret sophisticated plan documents and code provisions.
Support client success through exceptional communication, timely solutions, and keen attention to detail.
Strongpoint Partners is a 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, the company offers a coast-to-coast network of 19 leading firms.
Provide administrative support including calendar management, travel coordination, and document preparation.
Utilize Adobe Creative Suite to create marketing materials, presentations, and visual content.
Maintain digital files, support data entry, and coordinate meeting logistics for team activities.
Latitude Inc connects professionals with government and commercial clients. The company is a staffing and solutions firm focused on cleared talent and project support.
Manage complex calendars for the CEO and C-Suite team across multiple time zones.
Coordinate domestic and international travel, including flights, hotels, ground transportation, and visas.
Prepare and submit expense reports accurately and track receipts for compliance.
CoreView is the global leader in Microsoft 365 tenant resilience, serving over 23 million users worldwide. Backed by world-class support and a collaborative, innovative culture, CoreView is a place where your ideas matter and your work truly impacts global enterprises.
Plan, implement, and manage all library services including strategic planning, budgeting, and collection development.
Provide reference and instructional services to hospital administrators, physicians, residents, and staff.
Coordinate access to knowledge-based health care information and support the Research Team.
Community Memorial Health System is a community-owned, not-for-profit organization comprising two hospitals and a network of health centers serving west Ventura County. We employ a dedicated team committed to compassionate, award-winning care, offering competitive benefits and career development.
Provide executive support to multiple VPs in Security and Product, managing complex calendars and optimizing meeting hygiene.
Coordinate operating rhythms, including team meetings, leadership syncs, and planning cycles, ensuring clear follow-through.
Handle sensitive information with discretion and serve as a trusted liaison across internal and external stakeholders.
1Password is a cybersecurity company that provides enterprise password management and unified access management. With over $400M in ARR and recognized on the Forbes Cloud 100 for four years, the company fosters a collaborative, transparent culture focused on delivering results.
Support recurring reporting and operational workflows to ensure timely delivery.
Schedule meetings, user interviews, and stakeholder check-ins to keep projects on track.
Maintain organized documentation, track action items, and assist with cross-functional coordination.
Wpromote is a digital marketing agency recognized as a Best Place to Work by Ad Age and Glassdoor. They focus on building an inclusive work environment and offer flexible schedules, unlimited PTO, and comprehensive benefits.
Proactively coordinate and engage with leadership in planning events, activities, and calendars managing complex schedules with senior leadership.
Organize sensitive confidential information, manage travel logistics, expense reports, and partner with the EA team for office operations.
Prioritize inclusion equity initiatives and collaborate with property management while maintaining a positive team culture.
Veeam is the Data and AI Trust Company, specializing in helping organizations ensure their data and AI are secure and resilient. Headquartered in Seattle with offices in over 30 countries, they protect over 550,000 customers worldwide.
Oversee executive office operations, key partner relationship management, and CEO travel to support national priorities.
Design Salesforce CRM strategies for proactive donor, board, and stakeholder engagement.
Manage cross-functional CEO engagements and lead integration of enterprise strategy into departmental execution.
Big Brothers Big Sisters of America is the nation's premier youth mentoring service organization, connecting youth with mentors to reach their full potential. With a network of over 200 affiliate agencies, the organization fosters a culture of inclusion, diversity, and empowerment for all stakeholders.
Manage daily patient lists to ensure 100% panel outreach and track team progress toward check-in goals.
Process medical records, verify insurance eligibility, and coordinate care plans and referrals.
Send appointment reminders, research community resources, and provide real-time support to Care Navigators.
Isaac Health improves brain health at the population level by providing access to specialty dementia care services. Since 2022, they have scaled across the US with support from leading healthcare investors and achieved high patient outcomes.
Partner with community managers and leadership to improve renewal performance, analyze trends, and support operational consistency.
Havenpark Communities acquires, improves, and operates manufactured home communities across the U.S. With a portfolio of over 100 communities and 30,000 homesites, they foster a fun, rewarding, and inclusive culture guided by core values of Respect, Grit, Collaboration, Stewardship, and Boldness.