* Act as primary plan sponsor contact for all day-to-day plan administration issues and requests. Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, COO, advisors and client* Build relationships with clients and maintain open lines of proactive communication* Research, follow-up and resolve client inquiries and issues through effective interaction with clients, COO, and advisors in a timely and professional manner* In a timely,… Show more * Act as primary plan sponsor contact for all day-to-day plan administration issues and requests. Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, COO, advisors and client* Build relationships with clients and maintain open lines of proactive communication* Research, follow-up and resolve client inquiries and issues through effective interaction with clients, COO, and advisors in a timely and professional manner* In a timely, clear manner inform COO of issues about which clients may have concerns and complaints* Inform COO of opportunities to increase profitably deliver better services within the scope of the service offerings selected* Schedule and prepare materials for committee meetings* Record and draft meeting minutes and ensure action items are completed timely* Prepare and review administrative aspects of investment monitoring reports, add suggested replacements for underperforming investment options, prepare materials on recommended fund changes, coordinate with retirement plan investment committee and advisors as necessary* Coordinate and facilitate administrative aspects of investment changes, recordkeeper searches, plan corrections, plan enhancements, document amendments and restatements, plan design and cost analysis* Assist plan sponsors with year-end compliance requirements* Coordinate with education team as necessary for educational meetings and campaigns* Maintain and update information in client management system according to department standards* Provide subject matter expertise and assistance for training new team members* Coach and mentor new hires or less experienced employees Show less

* Responsible for the successful installation of new transfer or start- up retirement plan sales of high complexity, high assets or participant size and works primarily on an exclusive level requiring special handling and excellent knowledge base. * Provides Company representation during partner/field on site visits, scheduled meetings, and/or scheduled calls to discuss current issues, problems/solutions, and process changes. Presents to clients for finalist presentations and responds to… Show more * Responsible for the successful installation of new transfer or start- up retirement plan sales of high complexity, high assets or participant size and works primarily on an exclusive level requiring special handling and excellent knowledge base. * Provides Company representation during partner/field on site visits, scheduled meetings, and/or scheduled calls to discuss current issues, problems/solutions, and process changes. Presents to clients for finalist presentations and responds to RFPs. * Performs conference calls on assigned sales and consults with various client contacts including clients, plan sponsors, brokers, third party administrators, relationship/account managers, prior providers and various internal departments with respect to communicating and installing more complex products and features associated with plans assigned. * Reviews plan provisions with plans electing internal compliance services to ensure accurate restatement of retirement plan documents * Facilitates the transfer of plan assets and records though written and verbal communication with prior providers, client contacts and various internal departments. Maintains established deadlines and timelines associated with transfer and start-up plan activity and whose services are often requested by clients, brokers, or third party administrators * Produces quality work on assigned sales through various quality assurance measures. Follows established procedures designed to minimize market risks and gain/loss situations * Coordinates transition of assigned sales to Internal Compliance and/or Plan Services teams upon installation completion * Assists with mentoring new employees on implementation processes and acts as the go-to person on issues/problems of more junior team members. Show less

* Supported institutional sales, consultant sales and client relations teams by collaborating to develop marketing material, request for proposals (RFP), questionnaires and consultant databases used to bring in new clients• Researched and analyzed competitor offerings. Provided sales/management with tools for combatting competitive advantage and helped close gaps• Performance analysis through FactSet and eVestment analytics • MOXY and Schwab Institutional trading for directed… Show more * Supported institutional sales, consultant sales and client relations teams by collaborating to develop marketing material, request for proposals (RFP), questionnaires and consultant databases used to bring in new clients• Researched and analyzed competitor offerings. Provided sales/management with tools for combatting competitive advantage and helped close gaps• Performance analysis through FactSet and eVestment analytics • MOXY and Schwab Institutional trading for directed institutional clients• Created and maintained the GIPS® (Global Investment Performance Standards) compliance endeavor for the firm Show less

Competitive analysis, investment presentations, institutional investment management support, maintain databases for online product presence.

* Daily interaction with clients, custodians and investment advisors• Identify and correct discrepancies between daily processing and general ledger • Prepare monthly client reports and review various reconciliations and journal entries • Training and development of new and veteran fund accountants• Daily responsibilities include verifying income, processing expenses, verifying fund share activity and various security transactions• Oversaw corporate actions for the… Show more * Daily interaction with clients, custodians and investment advisors• Identify and correct discrepancies between daily processing and general ledger • Prepare monthly client reports and review various reconciliations and journal entries • Training and development of new and veteran fund accountants• Daily responsibilities include verifying income, processing expenses, verifying fund share activity and various security transactions• Oversaw corporate actions for the firm to ensure accuracy and timeliness Show less