Caitlin Marksteiner Email & Phone Number

Office Of The State Treasurer

- Manage the successful daily administration, oversight, and projects for the state's 401(k) CORE Plan for small nonprofit employers, amounting to over $25M in assets- Manage the implementation of comprehensive organizational processes & projects, including the creation of a streamlined payroll corrections process, resulting in a reduction of the average resolution time for “Failures to Implement."- Review, reconcile, and track all invoices to maintain accurate financial records and ensure consistency with vendor contracts and fiscal year budgets.- Monitor all Plan contributions for compliance with the Department of Labor's Safe Harbor regulations for retirement plans.- Oversee the plan's annual and quarterly audits, leading cross-functional teams through the submission of the Form 5500 and ensuring compliance on plan policies.- Provide administrative support for the department by maintaining electronic filing systems, ensuring items are up-to-date, and maintaining external contact lists.- Utilize Excel & PowerPoint track all program metrics and compile analytical reports to inform executive-level decision-making and support strategic initiatives.- Review plan communications pieces for strategic engagement and accuracy.- Oversee an employer check-in program to gather feedback and support nonprofit client organizations in administering payroll contribution benefits, resulting in the development of enhanced client resources and streamlined processes.- Participate in Diversity, Equity, Inclusion, & Belonging (DEI&B) Working Group. Spearheaded an initiative to provide Spanish-language translations of key plan communications materials to advance equity and inclusion for constituents.

Office Of The State Treasurer

Nursing@Simmons

- Managed essential operating functions, compliance, & projects for the online nursing program, overseeing about 1,500 students and 300 faculty through successful completion of the Clinical Decision Making portion of the program. - Successfully supported faculty members through logistical coordination of their clinical site visits, managing travel arrangements and ensuring a smooth onboarding process, contributing to enhanced program efficiency and faculty satisfaction.- Meticulously reviewed and approved Clinical Site Visit expense reimbursement reports, ensuring compliance with travel, licensure, and expense policies. - Spearheaded key changes to the Immersion Weekend and Clinical Decision Making programs, resulting in a significant increase in student satisfaction.- Managed internal database of over 600 clinical site visits per year, assigning site visitors based on location and licensure requirements, and tracking site visit completion progress for regular reporting to program leadership.

Lowell, Ma

- Completed over 1,700 hours of public service in a small nonprofit environment to support proven-risk young adults through workforce development, degree programs, and enrichment programming.- Lent administrative support for caseloads in the Transitional Coaching Department, demonstrating meticulous data entry skills and ensuring efficient program operations.- Organized monthly open mic events for program participants to engage with the community and increase awareness for the organization’s mission.

Master'S Degree, Public Policy

Capstone Project: Climate Resilience, Inequality, and Social Policy

Bachelor’S Degree, Marketing

Activities and Societies: Commonwealth Honors College, UMass Dynamics A Cappella