Plan Administrator Work From Home jobs

DTN is a global leader providing insights and analytics to our customers to feed, fuel, and protect the world. We help people make critical business decisions that impact the agriculture, oil and gas, trading, and weather industries. It's a difference you've likely felt without even knowing it. From the food on your plate to the gas in your car to the last flight you took, chances are a DTN customer made it possible. And that's just for starters. That's why we say, “When our customers prosper, we all win.” Job Description: We have an exciting opportunity within our Finance team at DTN! We are seeking an Adaptive Administrator who will provide support in integrating and updating the WorkDay Adaptive planning platform. The ideal candidate will embrace technical innovation and effectively work with the finance team and key stakeholders to improve processes and financial modeling. About the role: As our Adaptive Administrator, you will collaborate with the Finance team and IT on all activities related to the WorkDay Adaptive planning platform. You will provide insights and projects to the business for decision-making and planning and prepare reporting and presentations that provide thoughtful analysis. What you will be responsible for: Administer the Workday Adaptive Planning platform, including user management, data integration, model building, and system configuration. Collaborate with finance and other departments to understand business requirements and translate them into actionable plans within the Adaptive Planning platform. Develop and maintain financial models, reports, and dashboards to support budgeting, forecasting, and decision-making processes. Manage the financial and non-financial metrics (KPIs) within Adaptive, including problem-solving any issues with current metric calculations as well as the creation of new metrics. This includes creating and updating formulas within the system. Provide training and support to end-users to maximize the utilization of the Adaptive Planning platform. Troubleshoot technical issues, perform system maintenance and implement enhancements or upgrades as needed. Ensure data accuracy and integrity within the Adaptive Planning platform by establishing and enforcing best practices for data governance. Stay updated on industry trends and best practices related to financial planning and analysis, as well as the Adaptive Planning platform. What you will bring to the role: A self-starter mentality, taking initiative and actively seeking out information to drive and communicate financial insights and building reports and presentations. Excellent communication skills in written, verbal, and visual languages. An eye for process improvements, automation, and embracing new reporting technologies. Proactive and engaging, demonstrated ability to work collaboratively with the team. Prior background working in finance Prior background in WorkDay Adaptive planning Able to develop and create financial models and reports What You Can Expect from DTN: Competitive Salary Unlimited PTO Flexible working hours Remote work model Competitive Medical, Dental, and Vision Insurance Plans 6% 401K matching Unlimited access to 13k+ courses via a learning platform to support employee career advancement Employee Assistance Program (EAP) The targeted hiring base pay range for this position is between $101,250 and $135,000. DTN is a pay for performance organization, which means there is the opportunity to advance your compensation with performance over time. The actual base pay offered for this position will be dependent upon many factors, including but not limited to: prior work experience, training/education, transferable skills, business needs, internal equity and applicable laws. The targeted hiring base pay range is subject to change and may be modified in the future. This role may also be eligible for market competitive variable pay and benefits. #LI-remote #LI-JW1 Why DTN? OUR VISION: To be the independent, trusted source of insights to our customers who feed, protect, and fuel the world. OUR MISSION: Empower our customers with intelligent and actionable insights that exceed their expectations and enable their success on a daily basis. OUR VALUES: Customer-Focused, Forward-Thinking, People-Centric, Solution-Oriented We have great benefits at DTN - apply today to find out more! At DTN, we are an equal opportunity employer. Come join us as we help feed, fuel, and protect the world! ** DTN is an Equal Opportunity Employer Minorities/Women/Veterans/Disabled

The Water Resources Department is seeking a Planning, Collaboration and Investments Section Administrator! If you are a compassionate and inclusive leader who is looking for a career that allows you to help shape the future of water resources management, and who can inspire innovative solutions, participate in meaningful collaboration, and who thrives on empowering a highly skilled team, then we want to hear from you! Working Title: Planning, Collaboration, and Investments Section Administrator Classification: Natural Resource Protection and Sustainability Manager 3 Position Type: Permanent, Full-Time Representation: Executive Service, serves at the pleasure of the Director FLSA Status: Exempt and not eligible for overtime or compensatory time Monthly Compensation: The monthly salary range before PERS* will be $8,097-$12,522 | after PERS* will be $8,658-$13,392 Work Location: Salem in preferred but Bend, Baker City or Pendleton may be considered for the successful candidate. In-state travel each month is required. Due to the nature of stakeholder engagement for this position, full time remote work is not possible as the position must be available to attend meetings in Salem, Oregon and around the state. Teleworking and in the office work schedule will be determined upon agreement and approval of supervisor. Hybrid (in the office and at remote work) is generally a standard offering for this position, though subject to supervisor approval. Relocation Expense: This position may be eligible for moving expenses for the successful candidate. The final amount offered will vary based on the location of the candidate. About the

Application Deadline: 03/12/2025 Agency: Water Resources Department Salary Range: $8,097 - $12,522 Employee Planning, Collaboration, and Investments Section Administrator (NRPSM3) Job Description: The Water Resources Department is seeking a Planning, Collaboration and Investments Section Administrator! If you are a compassionate and inclusive leader who is looking for a career that allows you to help shape the future of water resources management, and who can inspire innovative solutions, participate in meaningful collaboration, and who thrives on empowering a highly skilled team, then we want to hear from you! Working Title: Planning, Collaboration, and Investments Section Administrator Classification: Natural Resource Protection and Sustainability Manager 3 Position Type: Permanent, Full-Time Representation: Executive Service, serves at the pleasure of the Director FLSA Status: Exempt and not eligible for overtime or compensatory time Monthly Compensation: The monthly salary range before PERS* will be $8,097-$12,522 | after PERS* will be $8,658-$13,392 Work Location: Salem in preferred but Bend, Baker City or Pendleton may be considered for the successful candidate. In-state travel each month is . Due to the nature of stakeholder engagement for this position, full time remote work is not possible as the position must be available to attend meetings in Salem, Oregon and around the state. Teleworking and in the office work schedule will be determined upon agreement and approval of supervisor. Hybrid (in the office and at remote work) is generally a standard offering for this position, though subject to supervisor approval. Relocation Expense: This position may be eligible for moving expenses for the successful candidate. The final amount offered will vary based on the location of the candidate. About the Oregon Water Resources Department The Oregon Water Resources Department is committed to creating a workplace culture that understands and appreciates differences among people and is welcoming and inclusive to all. By fostering fairness and equity in its work culture, the Department strives to improve services for all Oregonians. We acknowledge that not all people have experienced equitable opportunities or fair treatment. We are committed to increasing our awareness and understanding of historic injustices and building a foundation for meaningful change. We value a wide range of professional and lived experiences, and people of underrepresented communities are strongly encouraged to apply. Our Vision The vision of the Oregon Water Resources Department is to assure sufficient and sustainable water supplies are available to meet current and future needs. Core Values Integrity - We are accountable for all that we do. We act with honesty and promote transparency. Service - We are dedicated to providing outstanding service and treating everyone equitably in our management and stewardship of state resources. Technical Excellence - We base our resource decisions on law, science, and expertise. Teamwork - We are united in our mission, relying on one another and working together with the communities we serve. Forward-Looking - We seek innovative and practical solutions to the water challenges of today and tomorrow. 2019-2024 Strategic Plan The Oregon Water Resources Department's strategic priorities for 2019-2024 are to: Modernize our management of Oregon's surface water and groundwater resources to meet instream and out-of-stream uses Work to secure Oregon's instream and out-of-stream water future in the face of increasing water scarcity Foster a forward-looking team dedicated to serving Oregonians with integrity and excellence About our Team The Planning, Collaboration, and Investments (PCI) Division is one of six divisions in the agency and reports to the Deputy Director for Strategy and Administration. This team builds partnerships and incentivizes Oregonians to pursue integrated and innovative solutions for complex water challenges and an uncertain water future. The team works in support of the Department's mission through adaptive planning, cooperative partnerships, strategic investments, accessible information, and effective coordination. About the Position The Planning, Collaboration, and Investments Administrator is a critical role that provides leadership, management, and technical expertise for the division to develop program priorities and direction. The Administrator supervises ten employees. The Administrator retains overall budget responsibility for the Division; develops and reviews legislative proposals; assures training, ADA compliance and affirmative action; and answers to and represents the Department regarding matters concerning program responsibility internally and externally. The Administrator serves on the agency executive team; assigns work and conducts workload leveling to maximize operating efficiency and to establish and maintain controls; conducts quarterly performance appraisals for direct reports; is involved in discipline; performs hiring or delegates as necessary and participates in agency goal and objective setting processes and will implement division programs in an integrated and coordinated manner with programs in other sections and divisions. The Administrator ensures that agency core values are reflected by all division staff and division work product. You can view the full position description here. Minimum Qualifications Seven years of supervision, management, or progressively related experience; OR four years of related experience and a bachelor's degree. Related experience could include Management and oversight of a Natural Resource program and staff, large scale project management with oversight of direct reports, and financial/fiscal program staff management. Preferred Qualifications Expert level planning, collaboration, relationship building, and facilitation skills, with a proven track record of resolving complex conflict through the development of solutions and providing ideas and feedback in support of a desired mutual outcome. Expertise in leading granting programs administration or natural resource management. Strong management and leadership skills, which includes timely decision making, planning, organizing, directing, motivating, and evaluating work and performance. High level of business acumen - ability to address challenges proactively and retroactively through ongoing organizational evaluation, program implementation and workload leveling. Experience working collaboratively using strong written and verbal communication skills to accurately communicate and distill highly technical (law, policy, and science) and complex information for elected officials, boards and commissions, the media, stakeholders, and the public in professional level writing, presentations, or conversations. Ability to exercise strategic thinking and effective judgment to prepare for and respond to high-visibility issues and events. Demonstrated success at developing internal and external relationships, building mutual trust, respect, and cooperation. A proven track record of evaluating issues and proposing solutions to advance and implement policy decisions, legislation, and regulatory actions which includes strong knowledge of, and experience in the implementation of federal and/or state laws and policy Highly organized, detail-oriented, with an ability to anticipate needs and exercise initiative all while remaining agile and adaptable. Ability to consider different perspectives and opposing viewpoints, weighing the strengths and weaknesses of alternatives, asking appropriate questions, and arriving at a decision in a timely manner. We are most interested in finding the most qualified candidate for the job, and that candidate may not meet every one of our listed preferred qualifications. Paid and unpaid experience may count towards the preferred qualifications. If you are excited about this position, we encourage you to apply. If you are unsure as to whether you meet the preferred qualifications of this position, please contact us to discuss your application. Working Conditions Majority office work environment with hybrid option. Frequent overnight travel to assist with complex water management challenges and engage in public water user meetings as well as Water Resources Commission meetings or other scheduled work. Occasional evening and/or weekend work may be . Travel may include but is not limited to field tours to learn about agency programs, policy and workgroup meetings, rules advisory committee meetings, Legislative hearings and meetings with water partners, and elected officials. Some meetings will require overnight travel. Work will include facilitating meetings with the public, stakeholders and public officials, facilitating public meetings, and conducting public presentations. This position may occasionally interact with the media, conducting interviews via phone, video, email, or in-person. This position is expected to work with other sections of the agency and develop strong and effective working relationships to support the agency's mission and priorities. Occasional trips to the Oregon State Capitol may be necessary, including attending meetings at Capitol hearing rooms, and legislative offices. This position must hold a current driver's license and an acceptable driving record. What's in it for you? This position provides the ideal candidate a ch

Discord is used by over 200 million people every month for many different reasons, but there's one thing that nearly everyone does on our platform: play video games. Over 90% of our users play games, spending a combined 1.5 billion hours playing thousands of unique titles on Discord each month. Discord plays a uniquely important role in the future of gaming. We are focused on making it easier and more fun for people to talk and hang out before, during, and after playing games. Discord is looking for an experienced Senior Stock Plan Administrator to join our team to support the day-to-day administration of Discord's global equity programs, including equity grants, option exercises, RSU releases, and special projects. You will partner with key stakeholders in our Finance, Payroll, Tax, Legal, and HR teams to answer employee inquiries, educate employees on equity programs, improve processes, implement controls, and provide reporting as needed. You will also work directly with external auditors and third-party vendors. This position will report directly to the Senior Manager, Stock Administration. You can be based in any of our US offices or remotely within the US. What you'll be doing: Administer Discord's global equity programs and partner with other functional leads (including in Legal, HR, Payroll, Tax, and Finance) to develop processes which ensure the accuracy of all equity data including all aspects of record-keeping, withholding, reporting, reconciliation, and auditing. Manage the daily administration of our stock plans globally including eligibility, enrollment, approvals, processing stock options and restricted stock unit awards, exercises and settlements, tax withholdings, tax mobility file, expirations, cancellations, repurchases, terminations and other plan-related actions. Provide a superior level of service, prioritizing, and satisfying questions and requests from employees, management, and others to support the understanding of stock plan services. Design and implement educational sessions and communication regarding Discord's equity programs. In partnership with Legal, prepare and timely file Section 16 reports (Forms 3, 4 and 5) including reporting, reviewing, and tracking of 10b5-1 trading plans. Manage the overall quarterly calendar of various stock administration related activities and preparation of year-end tax information for IRC 6039 reporting. Ensure SOX compliance and controls on all aspects of the equity plan including documentation, testing and audit support. Ensure that all forms of equity compensation are administered following the terms and conditions of the plan(s) under which they are granted. Assist with other projects as assigned. What you should have: 4+ years in stock plan administration, with experience at a private and public company. Certified Equity Professional. Experience with global equity plans and managing an equity administration system. Experience with Carta and Fidelity. Experience with Form filings (Form 3, 4, and 5). A passion for equity and helping our employees understand it. Detailed oriented with a high degree of accuracy. #LI-Remote The US base salary range for this full-time position is $125,000 to $137,500 + equity + benefits. Our salary ranges are determined by role and level. Within the range, individual pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include equity, or benefits. Why Discord? Discord plays a uniquely important role in the future of gaming. We're a multiplatform, multigenerational and multiplayer platform that helps people deepen their friendships around games and shared interests. We believe games give us a way to have fun with our favorite people, whether listening to music together or grinding in competitive matches for diamond rank. Join us in our mission! Your future is just a click away! Please see our Applicant and Candidate Privacy Policy for details regarding Discord's collection and usage of personal information relating to the application and recruitment process by clicking HERE.

Who we are: Strongpoint Partners is an Inc. 5000 recognized fast-growing, tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Strongpoint's suite of services prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group, Retirement Planners and Administrators, Pension Financial Services, Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group, Karel-Gordon & Associates, Cash Balance Actuaries, and Pension Consultants Inc, Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. Actuaries Unlimited, a Strongpoint Partner, is looking for a new team member to join us as an experienced Retirement Combo Plan Administrator. We are seeking candidates that have a great sense of integrity and a passion for what they do. Our employees are team players, well organized, and able to multi-task and work well under pressure. As a full-time Administrator, you will have opportunities to work closely with in-house actuaries, maintain client relationships and be part of a creative plan benefits team. What you'll do: Ability to perform A-Z administration and to independently manage a caseload of approximately 95 small combo plans Understand and interpret elemnts of DB/Cash Balance Plan actuarial valuation & be bale to communicate issues to in-house actuaries and clients Prepare Annual Valuation packages for all assigned plans, including the following: Annual Valuation Report, Annual Funding Notices, Letters for the Valuation package, Actuarial Certifications, IRS Form 5500 and related schedules, Additional IRS forms (ie. 5330, 8955-SSA, etc.) and schedules PBGC Comprehensive Premium Filings Plan design for existing and potential new clients Perform, review, and correct annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans. This includes but is not limited to: 410(b), 401(a)(4), 401(a)(26), and gateway testing Review all reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency Calculate projections and contribution requirements Prepare distribution calculations and review distribution forms prepared for terminated employees Research technical and regulatory issues related to client's plans Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements Continue education through webcasts and ASPPA exams Who you are: Minimum of 5 years experience in administration of qualified combo plans Bachelor's Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics or other related fields Experience with Relius and FT Williams benefits software is preferred Highly organized and extremely detail-oriented Ability to work well with others and be a team player in a fast-paced environment Ability to prioritize and multi-task Passion for client service Ability to work independently in a remote work environment Preferred Qualifications: ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials Our Value-Driven Employee Experience: Flexible Workplace Competitive PTO Inclusive Environment Development Opportunities Comprehensive Benefits Workplace Perks

Requirements 1 - 2 years of experience (preferred) Ability to read and understand complex documentation surrounding 401k plans Knowledge of basic accounting principles and ability to apply knowledge to complete asset reconciliations for all plans Relius Administration and FT Williams software experience preferred Willingness to onbtain QKA Certification Ability to reconcile transactions/assets on the Trust Statement Intermediate skillset in Microsoft Excel Must be moldable and willing to learn and grow in a dynamic work culture Self-Starter, highly self-motivated, ability to work independently and problem-solve Ability to effectively prioritize and execute tasks while under pressure Ability to meet seasonal deadlines based on IRS and Department of Labor regulations Strong listening, interpersonal, written and oral communication skills Strong attention to detail Basic customer service skills Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying. Compensation Information The average salary for this position is expected to be between $56,000 and $70,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers Additional Information As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. This position is primarily based in a location within PNC's footprint. Responsibilities require time in the office or in a field on a regular basis. Some responsibilities can be performed remotely. Additional locations may be considered. As a Business Exp Plan & Admin Spec Sr. within PNC's Enterprise Technology & Security Organization, you will be part of the Physical Security team and report into a Physical Security Director. Responsibilities: • Significant experience in / with Invoice Processing across multiple teams / disciplines. • Understanding of Invoicing and Finance protocol and processing • Track and report on cost overhead detailing efficiencies, cost avoidance and cost savings • Working with various lines of business to create a budget and forecast costs for monthly reporting and variance justification • Engage in the identification, due diligence and onboarding of new vendors as applicable • Assist in preparing all materials for any committee approvals required to support new technology/vendor, funding or termination of service. • Review and approve vendor proposals in accordance with contract pricing and line of business standard • Manage vendor service request volumes, chronic equipment performance issues, service level agreement compliance and quality of installation • Ensure accurate vendor invoicing based on work performed, equipment installed and labor exhausted in accordance to defined scope of work and contracted pricing schedule • Develop reporting packages that illustrate equipment upgrades, spend, work status and timelines for completion • Ability to assist in coordinating new builds, major renovations and decommissions of buildings. Must have technical expertise in Microsoft Office and Sharepoint PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position Job Description Supports one or more business initiatives to understand, analyze, develop and implement key line of business solutions that will drive business objectives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners. Understands the business problem, identifies complex issues and prepares and executes a planned approach for one or more line of business initiatives. Defines and obtains data collection, research and reporting activities for assigned line of business initiatives. Analyzes and recommends solutions for key initiatives. Works with key decision makers to ensure cross-business and cross-functional alignment and synergy. Serves as subject matter resource and advocate that implements best practices and learning plans to meet business objectives. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBusiness Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic PlanningCompetenciesAccuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem SolvingWork ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better: - We've funded over $100 billion in loans for our customers, more than any other fintech - Yahoo! Finance - Best Mortgage Lender for First Time Homebuyers of January 2025: Best lender for quick approval - Yahoo! Finance - Best Mortgage Lenders of 2025: Best online mortgage lender - Fintech Breakthrough Award: Best Lending Innovation Award - Money Magazine - 8 Best Mortgage Lenders of 2025: Best for fast closing - We are Forbes' Best Online Mortgage Lender for 2023 - We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive. A Better Opportunity A successful candidate will be responsible for interfacing with our employees on issues related to their equity, all tools, processes, and operations related to the company's equity program and its intersection with current human resources platforms, including but not limited to Workday and UBS. This role will oversee and maintain the day to day operations of the company's equity program and manage a team of equity analysts and interact with cross functional teams, including Finance, Accounting, People, Payroll and Legal. ResponsibilitiesManage the daily administration of Better's global equity incentive plans and serve as the primary point person for equity related tasks, projects, employee inquiries, and oversight of our equity systems. Administer equity plans using the UBS platform, including timely processing of stock option grants and RSUs, exercises, cancellations, and terminations. Administer and execute domestic as well as international equity programs.Maintain data integrity by reconciling monthly equity activity, including shares outstanding and share reserves among company records, and third-party vendors. Assist in development and maintenance of policies and procedures related to stock administration, and ensure compliance with internal controls. Create and implement process improvements and support automation initiatives between equity and HR systems. Partner with the People Team to create, maintain, and deliver educational materials and customized resources. Conduct monthly, quarterly, and annual reporting as needed and required by the Company, in collaboration with Finance, Payroll, Legal and People teams. Ensure compliance with federal, state, and foreign regulations along with securities laws. Provide excellent customer service to employees, management and collaborators. Qualifications4+ years of experience in Stock Administration Finance/Accounting degree or CEP preferred or equivalent work experience is a plus Experience with global equity plans and the associated tax issues Excellent verbal and written communication skills and ability to thrive in a high growth, collaborative environment Ability to work and think independently, plan and prioritize, as well as strong attention to detail Company Benefits Our total rewards package consists of base salary, benefits, and an opportunity for a yearly cash bonus. We are thrilled to offer all our full-time employees the following benefit offerings: - Benefits eligibility effective DAY ONE - *$0 medical plan premium offering coverage nationwide paired with our Health Savings Account that includes an employer contribution (*Additional Medical, dental, vision plan options also all with nationwide coverage) - Flexible PTO - Immediate virtual mental health support by licensed therapists for our employees and their eligible dependents age 6 and up! First few visits at no cost to you! - Personalized care for every fertility and family care journey for our employees and their partner! - Dependent care benefits (i.e. childcare and/or elder care costs) and commuter benefits both include a company match! - Discount programs and perks including pet Insurance! In Office Perks include: - Have Lunch on us! Daily lunch stipend for meals while in the office - Monthly social events - NYC HQ Oculus discounts The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided. Disclaimer Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law. We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

Third Party Administrator - Pension / 401(k) Plan Administrator If you are looking for a company where you can grow and learn…. this may be a great opportunity for you. Omni 360 Retirement Consulting is currently seeking a Pension / 401(k) Plan Administrator. We are looking for the right person and are open to various experience levels. About Us Omni 360 Retirement Consulting is a financial services company based in Matthews, North Carolina. We provide investment, administrative, and actuarial services for employer sponsored retirement plans (401(k), profit sharing, cash balance, etc.) along with personal investment, retirement, and financial planning. Our clients are other businesses and business owners. We work predominantly in the dental practice space. Job description The Pension / 401(k) Plan Administrator will work with our clients in servicing their practice 401(k) and pension plans. As we are open to various levels of experience, the actual duties will depend on actual abilities. These duties may include: Data entry Plan document maintenance Contribution calculation Compliance testing Account reconciliation and accounting Preparation of IRS form 5500 and related schedules Report preparation and compilation Working with vendors New plan implementation Client meetings Working with both defined contribution and defined benefit plans Requirements: Open to various levels of experience Bachelor's degree preferred Mathematically inclined Customer oriented Heard working and excited to learn Organizational skills, attention to detail and time-management skills Ability to manage multiple priorities and deadlines Comfortable working on multiple open projects and clients at one time Experience with Excel and other Microsoft Office programs Energized professional with a client first mentality Positive, collaborative mindset Additional Information Why Omni 360? We are a small growing company with a solid, knowledgeable, and experienced base of principals. We are looking to bring in new talent who desires to learn and work their way up. Benefits: We value our employees' time and efforts. Our commitment to your success is enhanced by our benefits package. Here are just a few: Healthcare Professional Development Allowance Generous Paid Time-off 401(k) plan with company match Future growth opportunities within the company Opportunity for work-from-home schedule We work to maintain the best possible environment for our employees, where people can learn and grow with the company all while boasting a “dress for your day” flexible policy We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture Uncompromising integrity, a passion for excellence and mutual respect Pay will be commensurate with experience Job Type: Full-time Pay: $30,000.00 - $75,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Retirement plan Vision insurance Schedule: 8 hour shift Monday to Friday Weekends as needed Qualifications Education: Associate (Preferred) Experience: Customer service: 1 year (Preferred) Ability to Commute: Matthews, NC 28105 (Required) Ability to Relocate: Matthews, NC 28105: Relocate before starting work (Required) Additional Information HOW TO APPLY If this sounds like you and you are interested in this position. Please send a resume or brief work history with contact info. including a phone number that you can be reached. Social media contacts, Facebook, LinkedIn, etc. Type us a brief cover letter and tell us why we should hire you. We look forward to working with you!

401k Retirement Plan Administrator The Senior Plan Administrator is responsible for the coordination of daily plan administration, development and implementation of new plan procedures. Qualified candidate is a motivated, self-starter who has attained valuable industry experience allowing them to complete all job responsibilities independently and with merit. Position is the primary contact for clients. Work from home permitted. Essential Duties and Responsibilities The essential functions include, but are not limited to the following: • Develop and implement plan procedures • Conduct Eligibility Determination • Perform Contribution Calculations • Complete Compliance Testing • Prepare Form 5500 • Manage caseload of 50-75 clients • Manage client communication regarding plan operation • Maintain excellent client relationships by promptly responding to client requests • Performing other duties as assigned Join a growing team with great pay & benefits Requirements Minimum Qualifications (Knowledge, Skills, and Abilities) • Minimum 3-5 years of retirement plan experience • Qualified 401(k) Administrator (QKA) designation recommended • Knowledge of benefit plans and operations • Plan Design experience a plus • Plan Document Drafting experience a major plus • Excellent written, oral, and interpersonal communication skills • Strong analytical skills with extreme attention to detail • Ability to handle several tasks simultaneously and to work under tight deadlines • Must be proficient in Office applications - Outlook, Excel, Word

At GoDaddy the future of work looks different for each team. Some teams work in the office full-time, others have a hybrid arrangement (they work remotely some days and in the office some days) and some work entirely remotely. This is a remote position, so you'll be working remotely from your home. You may occasionally visit a GoDaddy office to meet with your team for events or meetings. This position is not eligible to be performed in Alaska, Mississippi, North Dakota, or the Virgin Islands. Join our team The Senior Stock Plan Administrator (SPA) is part of the Accounting team and reports to the Director of Global Equity in an individual contributor role. The SPA will be responsible for managing a worldwide equity database with ~10K participants in more than 26 countries. Day-to-day responsibilities include processing and auditing daily equity activity (including stock option exercises and RSU/PSU vesting/releases), maintaining equity database integrity, performing daily, monthly and quarterly audit activities, responding to employee inquiries, and acting as the lead contact for internal partner reporting requests. The ideal candidate will have excellent communication skills, strong attention to detail, a high level of accuracy, and strong technical and analytical skills. What you'll get to do... * Maintain and ensure accuracy of the Morgan Stanley at Work equity administration database. * Provide oversight of junior stock plan administrator to ensure timely completion of daily responsibilities. * Prepare and process global restricted stock unit (RSU) and performance-based stock unit (PSU) grants, cancellations, exercises and releases on a timely basis. * Assist with global employee stock purchase plan (ESPP) purchases, including partnering with Payroll to ensure appropriateness of income, taxation and plan limits. * Prepare online agreements for all equity grant types. * Prepare monthly and quarterly equity reconciliations. * Assist with share-based compensation expense reports and G/L close related to equity activity. * Assist with the preparation and filing of Section 16 reports (e.g., Forms 3, 4 and 5). * Provide support related to equity activity for the quarterly Form 10-Q, annual Form 10-K and proxy statement filings. * Provide equity reports, including the creation of custom reports when needed, to internal business partners for both routine and ad-hoc requests. * Interact with stock transfer agent to ensure trades are settled timely and to initiate and reconcile DWAC transactions. * Maintain accurate share logs to properly track all equity activity, including reconciliation to the stock transfer agent on a regular basis. * Provide excellent customer service to global equity participants at all levels and to internal business partners. * Assist with internal and external audits or investigations, as needed. * Perform other duties and ad hoc projects as requested. Your experience should include... * 5+ years of equity experience in stock plan administration with a public company. * Experience with Morgan Stanley at Work (formerly Equity Edge) equity administration platform. * Experience partnering with internal and external partners. * Ability to maintain strict confidentiality of materials and information. * Able to multi-task, prioritize, and work under tight deadlines. * Strong analytical skills, accuracy and attention to details required. * Proficiency in Microsoft Excel, including using functions (e.g., VLOOKUP and XLOOKUP) for analysis, data manipulation and automation as well as a strong ability to create insightful reports using Pivot Tables and conditional formatting. You might also have... * Bachelor's degree, preferably in Business, Accounting/Finance, or a related field. We've got your back... We offer a range of total rewards that may include paid time off, retirement savings (e.g., 401k, pension schemes), bonus/incentive eligibility, equity grants, participation in our employee stock purchase plan, competitive health benefits, and other family-friendly benefits including parental leave. GoDaddy's benefits vary based on individual role and location and can be reviewed in more detail during the interview process. We also embrace our diverse culture and offer a range of Employee Resource Groups (Culture). Have a side hustle? No problem. We love entrepreneurs! Most importantly, come as you are and make your own way. About us... GoDaddy is empowering everyday entrepreneurs around the world by providing the help and tools to succeed online, making opportunity more inclusive for all. GoDaddy is the place people come to name their idea, build a professional website, attract customers, sell their products and services, and manage their work. Our mission is to give our customers the tools, insights, and people to transform their ideas and personal initiative into success. To learn more about the company, visit About Us. At GoDaddy, we know diverse teams build better products-period. Our people and culture reflect and celebrate that sense of diversity and inclusion in ideas, experiences and perspectives. But we also know that's not enough to build true equity and belonging in our communities. That's why we prioritize integrating diversity, equity, inclusion and belonging principles into the core of how we work every day-focusing not only on our employee experience, but also our customer experience and operations. It's the best way to serve our mission of empowering entrepreneurs everywhere, and making opportunity more inclusive for all. To read more about these commitments, as well as our representation and pay equity data, check out our Diversity and Pay Parity annual report which can be found on our Diversity Careers page. GoDaddy is proud to be an equal opportunity employer. GoDaddy will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Refer to our full EEO policy. Our recruiting team is available to assist you in completing your application. If they could be helpful, please reach out to ***********************. Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. GoDaddy doesn't accept unsolicited resumes from recruiters or employment agencies.

Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive. Job Summary: NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients' corporate non-qualified plans. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions . Perform duties to implement, track, monitor, and maintain client non-qualified benefit plan accounts, fund investments and distributions. Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned. Facilitate daily transactional activity with the Trustee and trading desk. Serve as initial escalation point for participant call center inquires, and has responsibility for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan recordkeeping and data. Management Responsibilities None Required Education, Experience and Certificates, Licenses, Registrations Bachelor's degree in a business related field or industry experience, or a combination of education and industry experience. 2+ years' experience working in a related position in the retirement services sector. Strong MS Office skills to include Excel, Word, PowerPoint, and Adobe. Have the ability to work under pressure in a very fast paced environment and demonstrated track record of consistently meeting and/or exceeding performance expectations. Preferred (but not required) education or skills for this role Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Ability to apply advanced mathematical concepts utilizing current spreadsheet and accounting database software programs. Competencies Analytical Avid Leaner Detail oriented excellent verbal and written communication skills Planning and organizing resourceful team plalyer Time Management OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations. This position specializes in the administration of defined contribution retirement plans for small to medium-sized businesses. This individual is responsible for calculating data and evaluating the plan in order to adhere to legislative rules and regulations. Flexible work from home options available. DUTIES & RESPONSIBILITIES Interpret trust financial statements to reconcile retirement plan accounts. Determine discrepancies and communicate solutions to client. Develop a periodic balance sheet and income statement. Serve as the liaison between the relationship manager and client if additional documentation is needed. Independently perform compliance and nondiscrimination testing, including ADP/ACP, 410(b) coverage, top-heavy, 415 annual addition limits, and cross-testing. Must exercise judgement to determine data integrity to determine compliance issues. Allocate employer contributions under cross-tested, pro-rata, and integrated formulas. Leverage expertise to validate the integrity of the formulas. Calculate and update vesting, ensuring compliance with plan design and regulatory standards. Participate in industry education to build upon your regulatory knowledge and expertise to interpret guidelines. Effectively communicates the necessary regulatory information and requirements to clients in a way that can be easily understood by individuals who are not in the business. Prepare management summary reports and participant statements. Communicate with external auditors regarding plan audits. In collaboration with Management and Senior Administrators, resolve audit findings as needed. Reconcile employee census data to determine plan eligibility. Process payroll contributions for submission. Prepare various governmental reporting forms, including Forms 5************** and 1099-R. Communicate directly with clients and their professional advisors regarding recommendations for plan administration. Calculate the amount available for loans and process the necessary paperwork. Prepare and process distribution packages for terminated, retired, or deceased plan participants. Manage time and prioritize tasks to ensure work is done efficiently and adheres to deadlines. Conduct and complete additional assignments/projects as designated by management. QUALIFICATIONS Bachelor's degree with an emphasis in Finance, Accounting, Math, Economics, or related field preferred. High school diploma or equivalent required. Minimum of one year of Defined Contribution Retirement Plan Administration experience in a professional setting requiring accurate interpretation of documents/requests while adhering to regulatory standards and internal policies. Aptitude for math and analytical tasks. Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively. Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar. Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry. Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach. Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks. Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports. Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades. Experience with Relius Administration and FT William software a plus, but not required. Occasional travel to other First American Bank locations, Bank functions and training facilities may be required. Typical hours are Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need. Additional hours may be required during busy season (January to April) and other times as needed. Punctuality is required to maintain First American Bank's customer service standards.

At GoDaddy the future of work looks different for each team. Some teams work in the office full-time, others have a hybrid arrangement (they work remotely some days and in the office some days) and some work entirely remotely. This is a remote position, so you'll be working remotely from your home. You may occasionally visit a GoDaddy office to meet with your team for events or meetings. This position is not eligible to be performed in Alaska, Mississippi, North Dakota, or the Virgin Islands. Join our team The Senior Stock Plan Administrator (SPA) is part of the Accounting team and reports to the Director of Global Equity in an individual contributor role. The SPA will be responsible for managing a worldwide equity database with ~10K participants in more than 26 countries. Day-to-day responsibilities include processing and auditing daily equity activity (including stock option exercises and RSU/PSU vesting/releases), maintaining equity database integrity, performing daily, monthly and quarterly audit activities, responding to employee inquiries, and acting as the lead contact for internal partner reporting requests. The ideal candidate will have excellent communication skills, strong attention to detail, a high level of accuracy, and strong technical and analytical skills. What you'll get to do... Maintain and ensure accuracy of the Morgan Stanley at Work equity administration database. Provide oversight of junior stock plan administrator to ensure timely completion of daily responsibilities. Prepare and process global restricted stock unit (RSU) and performance-based stock unit (PSU) grants, cancellations, exercises and releases on a timely basis. Assist with global employee stock purchase plan (ESPP) purchases, including partnering with Payroll to ensure appropriateness of income, taxation and plan limits. Prepare online agreements for all equity grant types. Prepare monthly and quarterly equity reconciliations. Assist with share-based compensation expense reports and G/L close related to equity activity. Assist with the preparation and filing of Section 16 reports (e.g., Forms 3, 4 and 5). Provide support related to equity activity for the quarterly Form 10-Q, annual Form 10-K and proxy statement filings. Provide equity reports, including the creation of custom reports when needed, to internal business partners for both routine and ad-hoc requests. Interact with stock transfer agent to ensure trades are settled timely and to initiate and reconcile DWAC transactions. Maintain accurate share logs to properly track all equity activity, including reconciliation to the stock transfer agent on a regular basis. Provide excellent customer service to global equity participants at all levels and to internal business partners. Assist with internal and external audits or investigations, as needed. Perform other duties and ad hoc projects as requested. Your experience should include... 5+ years of equity experience in stock plan administration with a public company. Experience with Morgan Stanley at Work (formerly Equity Edge) equity administration platform. Experience partnering with internal and external partners. Ability to maintain strict confidentiality of materials and information. Able to multi-task, prioritize, and work under tight deadlines. Strong analytical skills, accuracy and attention to details required. Proficiency in Microsoft Excel, including using functions (e.g., VLOOKUP and XLOOKUP) for analysis, data manipulation and automation as well as a strong ability to create insightful reports using Pivot Tables and conditional formatting. You might also have... Bachelor's degree, preferably in Business, Accounting/Finance, or a related field. We've got your back... We offer a range of total rewards that may include paid time off, retirement savings (e.g., 401k, pension schemes), bonus/incentive eligibility, equity grants, participation in our employee stock purchase plan, competitive health benefits, and other family-friendly benefits including parental leave. GoDaddy's benefits vary based on individual role and location and can be reviewed in more detail during the interview process. We also embrace our diverse culture and offer a range of Employee Resource Groups (Culture). Have a side hustle? No problem. We love entrepreneurs! Most importantly, come as you are and make your own way. About us... GoDaddy is empowering everyday entrepreneurs around the world by providing the help and tools to succeed online, making opportunity more inclusive for all. GoDaddy is the place people come to name their idea, build a professional website, attract customers, sell their products and services, and manage their work. Our mission is to give our customers the tools, insights, and people to transform their ideas and personal initiative into success. To learn more about the company, visit About Us. At GoDaddy, we know diverse teams build better products-period. Our people and culture reflect and celebrate that sense of diversity and inclusion in ideas, experiences and perspectives. But we also know that's not enough to build true equity and belonging in our communities. That's why we prioritize integrating diversity, equity, inclusion and belonging principles into the core of how we work every day-focusing not only on our employee experience, but also our customer experience and operations. It's the best way to serve our mission of empowering entrepreneurs everywhere, and making opportunity more inclusive for all. To read more about these commitments, as well as our representation and pay equity data, check out our Diversity and Pay Parity annual report which can be found on our Diversity Careers page. GoDaddy is proud to be an equal opportunity employer. GoDaddy will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Refer to our full EEO policy. Our recruiting team is available to assist you in completing your application. If they could be helpful, please reach out to ***********************. Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. GoDaddy doesn't accept unsolicited resumes from recruiters or employment agencies.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. This position is primarily based in a location within PNC's footprint. Responsibilities require time in the office or in a field on a regular basis. Some responsibilities can be performed remotely. Additional locations may be considered. As a Business Exp Plan & Admin Spec Sr. within PNC's Enterprise Technology & Security Organization, you will be part of the Physical Security team and report into a Physical Security Director. Responsibilities: - Significant experience in / with Invoice Processing across multiple teams / disciplines. - Understanding of Invoicing and Finance protocol and processing - Track and report on cost overhead detailing efficiencies, cost avoidance and cost savings - Working with various lines of business to create a budget and forecast costs for monthly reporting and variance justification - Engage in the identification, due diligence and onboarding of new vendors as applicable - Assist in preparing all materials for any committee approvals required to support new technology/vendor, funding or termination of service. - Review and approve vendor proposals in accordance with contract pricing and line of business standard - Manage vendor service request volumes, chronic equipment performance issues, service level agreement compliance and quality of installation - Ensure accurate vendor invoicing based on work performed, equipment installed and labor exhausted in accordance to defined scope of work and contracted pricing schedule - Develop reporting packages that illustrate equipment upgrades, spend, work status and timelines for completion - Ability to assist in coordinating new builds, major renovations and decommissions of buildings. Must have technical expertise in Microsoft Office and Sharepoint PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position **Job Description** + Supports one or more business initiatives to understand, analyze, develop and implement key line of business solutions that will drive business objectives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners. + Understands the business problem, identifies complex issues and prepares and executes a planned approach for one or more line of business initiatives. + Defines and obtains data collection, research and reporting activities for assigned line of business initiatives. Analyzes and recommends solutions for key initiatives. + Works with key decision makers to ensure cross-business and cross-functional alignment and synergy. + Serves as subject matter resource and advocate that implements best practices and learning plans to meet business objectives. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: + **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. + **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. **Preferred Skills** Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning **Competencies** Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving **Work Experience** Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. **Education** Bachelors **Certifications** No Required Certification(s) **Licenses** No Required License(s) **Benefits** PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* . **Disability Accommodations Statement** If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. **Equal Employment Opportunity (EEO)** PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. **California Residents** Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Experience Planning & Administrator Advisor within PNC's Retail Lending organization, you will be based in Pittsburgh PA, Brecksville OH, or Wilmington DE. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager's discretion. As Business Experience Planning & Administration Advisor you will work closely with Line of Business, Finance, and Technology Partners to manage the Capital planning budget and ensure execution of key strategic initiatives. The complexity and strategic imperative of this space is growing and will be critical as Technology priorities shift . : * Coordinate the planning, and oversight of strategic initiatives and operations for a large, complex and/or multiple business units, including strategic planning and budgeting. * Support critical Retail Lending tech portfolio management, strategic roadmap, strategic presentations, and tech wallet management . * Works in partnership with senior leadership to coordinate and execute strategic planning, annual technology budgeting and other business-wide initiatives. * Connects strategy to day-to-day activities and updates the team on a regular basis. * Leads execution and implementation of business planning processes. Designs strategic plans based on forecasts, and dependencies and provides improvement recommendations. * Consults and influences key decision makers to ensure cross-business and cross-functional alignment and synergy. * Serves as subject matter resource for tech planning and advocate that influences the implementation of best practices that meet business objectives. Job Description * Collaborates cross-functional teams to improve business planning methods. Executes key business initiatives and growth strategies and programs that will drive line of business objectives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners. * Responsible for executing and implementing business planning processes. Helps to designs strategic plans based on forecasts, and provides improvement recommendations. * Understands business direction and needs and develops solutions, roadmaps and assessment of potential business impacts. Identifies and executes opportunities that add value to the business and to achieve business goals. * Works with key decision makers to ensure cross-business and cross-functional alignment and synergy. * Serves as subject matter resource and advocate that influences the implementation of best practices and learning plans that meet business objectives. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: * Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. * Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning Competencies Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Influencing, Planning: Tactical, Strategic, Problem Solving Work Experience Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Account Manager - Employee Benefits A culture of empowerment and encouragement. Growth. A deep meaningful responsibility to helping clients navigate the unknown. Want it? We've got it! At CAI Insurance, we believe that today is an opportunity to help our customers prepare for life's unexpected events. It's what we do, we're proud of it, and we want you to be part of it! We are currently looking for an Employee Benefits Account Manager. This is an exceptional opportunity if you're a driven individual looking to continue to grow in your career. We are only satisfied when delivering the best, and we achieve that by investing in our employee's professional development. With our support, you will have the tools you need to become a leading contributor to the agency's, and our clients', overall success! CAI Insurance offers workplace flexibility with an opportunity to work from home (hybrid). We offer competitive base compensation with an opportunity to earn additional compensation through commissions and year end bonusing. Benefits include paid time off, paid holidays, multiple medical options, employer contributions to health savings accounts, dental, vision, employer paid life, employer paid disability, other workplace voluntary plans, and employer contributions to multiple retirement plans. Waiting periods apply. As an Account Manager, you will work closely with producers, clients, carriers and other internal team members in order to manage the servicing, marketing, growth and retention of an assigned book of business. Book of Business Responsibilities Manage a complex book of business that consists of various funding methods Develop and maintain relationships with clients, carriers and internal team Analyze, market and recommend client employee benefit coverages Evaluate and negotiate carrier and vendor quotes and contracts Promote growth of existing book through account rounding Create renewal proposals and presentation materials Educate and advise clients by conducting mid-year, renewal and employee open enrollment meetings Manage benefit implementations and open enrollment processes Maintain a broad knowledge base of carrier and vendor underwriting and product guidelines Stay abreast of current market conditions and industry compliance issues Provide elevated claims, eligibility, billing and other benefit service Manage client files and ensure proper documentation Other duties, as needed Qualification Exercise sound judgement and work independently with a high degree of accuracy Communicate and work effectively and respectfully with clients, producers and other staff members Organize, prioritize and keep multiple projects moving at the same time, seeing all through to completion Requirements Health and Life License, or ability to obtain within 60 days of hire 5+ Years of Relevant Experience CEBS Preferred

About JM Brassill Group, A Division of Patriot Growth Insurance Services: JM Brassill Group Inc. is a New York based employee benefit insurance and consulting firm. Our commitment to this insurance specialty distinguishes us from our competitors who sell multiple lines of insurance coverage. We are dedicated to establishing ourselves as a well respected firm in the insurance industry that specializes in the employee benefit arena. We are guided to reach our goals by the basic principles of honesty and fair play. Position Overview: We are looking for an experienced large group, Employee Benefits Account Manager to join our growing team! As the Account Manager you will ensure delivery of exceptional service to clients and prospects by acting as their primary service contact and actively managing their accounts. You will work with our Producers to ensure overall client satisfaction on all aspects of their employee benefit offerings and manage clients day-to-day needs. Work Arrangement: This is a remote position that supports our office located in Melville, NY. Computer equipment will be provided by the company upon hire. Professional Responsibilities: Partner with clients to help identify their business long-term employee benefits goals and develop a strategic plan to achieve them. Strategically plan, execute, and drive benefits plan renewal timelines with the Producers to ensure minimal hold ups. Assist with day-to-date client needs timely as well Perform annual renewal negotiations with the carriers, renewal plan selection and other renewal functions as needed. Present clients with options to enhance their benefits package, including voluntary benefits, and cross-selling opportunities to enhance their package via renewal. Ensure that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption and communicate any major issues/changes. Responsible for the renewal checklist and meets with the Producers to discuss the renewal timeline. Conduct employer presentations (phone/webinar/in-person) in a consultative, logical, professional, and informative manner. Assess clients understanding and attitude during meetings and presentations, encouraging feedback, and adjusting accordingly. Assess the nature of a problem quickly, understands thoroughly the expectations of the client, consistently meets those expectations through viable solutions in a timely manner. Proactively respond when a potential problem is discovered and assist the client with any escalated employee benefit issues. Enter notes in CRM system after all meetings, contacts, etc. to ensures follow up issues are handled timely and communicated to client. Keep team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influence the team members and mediate concerns, offer encouragement and praise, promote engagement, and build good working relationships. Qualifications and Requirements: 4-6 years of Account Management experience with self-funded, large groups Occasional travel required to conduct in-person client open enrollment meetings NY Life & Health license Employee Navigator experience preferred Excellent interpersonal and communication skills (both oral and written) Proficient with use of Microsoft Office Suite and products A passion for being part of a team that drives our company to industry leadership Ability to establish and maintain effective working relationships with both peers and clients Authorized to work in the U.S. without sponsorship About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth. Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer: Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs Company paid Short-Term Disability, Long-Term Disability and Group Term Life Company paid Employee Assistance Program Paid Parental Leave Paid holidays Personalized PTO 401 (k) Pay Range: $80,000 - $90,000 depending on experience. A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at *******************

Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Educate customers on retirement product solutions and arrange for meetings with plan specialists or advisors to further evaluate customer objectives and make best interest recommendations. Job Description Responsibilities * Provide general product information to customers making inquiries via phone, email, video, chat, etc. * Determine customer interests and facilitate meetings with plan specialists or advisors. * Promptly address requests to ensure a good customer experience. * Learn all products and features, including applicable regulations, for an assigned specialty area. * Document activities in Salesforce.com and other systems as required. * Provide operational and administrative support to the Advice Center sales team. Qualifications * Bachelor's degree in a business related field or equivalent experience * FINRA Series 6 or 7, and 63 (required to be approved to do business in all states) * One year of experience in the financial services industry * Basic knowledge of financial products * Customer service, interpersonal and listening skills to effectively communicate and earn trust * Excellent written and oral communication and presentation skills * Proficiency using MS Office Preferred Qualifications * Life license * Knowledge of CRM (Salesforce.com) Working Conditions * Office or hybrid office/remote environment Compensation Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. Total Compensation for this role is estimated to be $61,000 - $68,000. The base salary for this position generally ranges between $41,000-$45,000. Commissions: This position may be eligible to earn commissions based on applicable sales incentive plan(s). All details pertaining to the calculation and payment of those commissions are available in the individual provisions of the sales incentive plan that applies. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023