K.J. Atkinson Email and Phone Number

HUMAN RESOURCES – Administer employee benefit programs, such as retirement, medical, dental insurance. Maintain and update Firm policies and procedures that meet or exceed state and federal law by working directly with Plan Broker’s agent and Managing Member. File required federal and state notification compliance forms pertaining to group health insurance plan benefits. Handle numerous annual Open Enrollments while working with Plan Broker’s agent. Communicate and interpret Firm policies to employees. Coordinate recruitment by posting job vacancies on various platforms, screening resumes, and taking part in the interview process, conducting background checks on prospective candidates, and assisting in the selection process of successful candidates.IT SUPPORT – Evaluate periodically the computer and phone systems used by the Firm (hardware and software) to determine whether changes and upgrades are required to improve efficiency and prepare for the future. Awareness of software renewal dates and related costs. Ensure updates to laptops and the server are performed timely and require information for upgrades is disseminated to staff for laptop software updates. I am the point of contact and provides first-line support for software and hardware issues. Day-to-day liaison with outside IT vendors.BILLING AND COLLECTIONS LEAD - Coordinate billing and collections for firm.TAX SEASON – Ensure tax season preparation administratively. NEWSLETTERS – Prepare monthly newsletters.WEBSITE– Acts as website coordinator for the Firm. ADMINISTRATIVE - Provide administrative support to other RPs and staff as needed to support administrative team members. Responsible for maintaining firm calendar in Outlook. Preparation of due date tracking reports, on an as needed basis. Serves as liaison with building maintenance contractors, landlord and vendors, while responsible for physical operation of the facility.