Boulay

Recruitment

• Assist in the execution of the talent acquisition strategy, creating a roadmap for staffing and implementing a talent acquisition strategy.
• Participate in workforce planning and forecasting initiatives to build the right talent pipeline in a highly competitive market.
• Manage all aspects of a full-cycle recruiting process, including job intake, sourcing, interviewing, and negotiating offers for firm roles.
• Screen, qualify and interview applicants and serve as the main point of contact to ensure our hiring culture is consistent across the firm.
• Collaborate with others in the firm, providing talent acquisition assistance.
• Manage pre-employment due diligence checks, including background and reference checks.
• Partner with the Senior Campus Recruiter on various Campus Recruiting initiatives.
• Job fair attendance (virtual and in-person)
• Interviews
• Summer program (planning, administration and execution)
• Collaborate with the Talent Acquisition Manager on advertising and recruiting strategy. Leverage internet and social media platforms for recruitment.
• Partner with Marketing on the company website recruiting and career marketing content; use social media and professional networking sites to identify and source candidates.
• Manage the 30-day check-in process for experienced team members; identify trends, drive continuous improvement, and ensure alignment on communication for successful impact and retention.
• Manage and administer the new hire peer connection program. (Boulay Buddy)
• Provide support and assist with facilitating the Rising Early Professionals (REP) Program.
• Assist with onboarding/offboarding administration processes for outsourced talent resources.
• Manages the Return-to-Work re-acclimation process.

Talent Acquisition Specialist – Human Resources

Administration

• Review census information imports and asset information in preparation of all annual testing
• Review Forms 5500 and related schedules
• Review and delegate trust accounting projects and other related tasks
• Review and possibly perform annual compliance testing (i.e. ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
• Delegate plan administration duties
• Possess technical familiarity with plan rules regarding distributions, loans, and hardships
• Keep current with laws and regulations
• Perform ERISA research relating to employee benefit plans and payroll issues
• Review employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
• Respond to client questions or inquiries
• Initiate and manage client communications
• Identify and communicate opportunities/issues with superiors
• Proactively coordinate, plan, and schedule workflow for effective engagement management
• Collaborate cross-departmentally to gather information and resolve client matters
• Prepare billing invoices as requested
• Act as a trusted and sought-after business advisor to client and peers
• Share knowledge, train, and serve as a role model for less experienced staff
• Delegate work to less experienced staff based on their knowledge and capabilities
• Effectively oversee staff with poise and professionalism during stressful times and peak periods of client work

Retirement Plan Administration Manager

Accountant

• Manage the daily transaction accounting activities, including but not limited to:
• Daily Sales, bank, and other account reconciliations
• Inventory management
• Accrual management
• Prepaid management
• Equity accounting management
• Accounts receivables and accounts payable management
• Management of critical client deadlines
• Payroll process and preparation
• Expense reimbursements
• Discuss and explain transactions/processes with clients in a group or one-on-one setting as needed
• Identify and recognize potential risks, concerns, or issues regarding the client file
• Maintain accounting records through data entry and file management
• Prepare complex sales and use tax returns
• Ensure compliance and adherence to relevant reporting requirements
• Maintain a chart of accounts
• Monitor and maintain fixed assets
• Prepare and review 1099 filings
• Prepare or assist to prepare financial statements
• Identify issues and communicate status updates with appropriate team member or Partner as necessary
• Maintain professional and appropriate conduct; represent Firm and self well in all work-related situations
• Follow all regulations and ethical standards set forth by the Firm and other governing bodies
• Develop an understanding of the client’s business practices

Talent Acquisition Specialist – Human Resources

Retirement Plan Administration Manager

Staff Accountant