The Office Manager & Executive Assistant is responsible for daily office operations, providing administrative support to partners, organizing events, and coordinating recruitment activities. They need strong organizational, communication, and problem-solving skills.

The Defined Benefit Plan Consultant oversees retirement plan administration, client service, compliance, and actuarial tasks while building client relationships and ensuring plan compliance.

Provide client service and investment operations support including account openings, transfers, trade placement and quarterly rebalancing, CRM maintenance, billing and fee reconciliation, operational reporting, and collaboration with compliance and internal teams to resolve issues and improve workflows.