- Oversee Service Providers through monthly meetings, Due Diligence visits, and expense tracking- Fields operational questions on supported platforms (private placement, CITs, and ETFs)- Build and maintain relationships with business partners of all levels, internally and externally - Work with a Legal, Compliance, and Finance to ensure platform risk is minimal- Provide regular and ad hoc data to support Board needs and expense forecasting- Identify, research, and propose solutions for areas of operational improvement or risk - Own and manage SharePoint sites to facilitate easy access to vital platform information

- Maintained accurate knowledge of retirement plans, products, procedures, resources, and regulations- Quickly and accurately provide information to plan participants - Discussed plan benefits with participants; including ESOP, Qualified, and Defined Benefit plans - Responded to complicated or escalated inquiries from fund investors

- Analyzed documents to ensure organizational and legal requirements were met- Researched and documented proof of equity - Assisted applicants with running financial scenarios based on individual situations - Cross-trained in multiple areas to build industry knowledge- Documented and maintained processes and procedures for trainees