Education at Work

Bookkeeper

• Process bi-weekly or semi-monthly payroll for all employees, ensuring accuracy and compliance with federal, state, and local regulations.
• Calculate and process employee benefits deductions, such as health insurance, 401(k) contributions, and other voluntary deductions.
• Maintain and update records of payments under the company’s Educational Assistance Program and monitor for compliance with IRS regulations.
• Administer onboarding of third-party payees and remittance instructions under the company’s EAP; research and troubleshoot uncashed or misdirected items and refunds of payments.
• Reconcile payroll general ledger accounts and resolve any discrepancies.
• Respond to employee inquiries regarding payroll, benefits, and deductions.
• Assist with year-end payroll processes and audits.
• Stay up-to-date on changes in payroll laws and regulations.
• Assist with month-end and year-end close processes, including preparing journal entries and reconciliations for various balance sheet and income statement accounts.
• Reconcile bank accounts and other financial statements.
• Prepare financial reports and analyses as needed.
• Assist with accounts payable and accounts receivable as required.
• Support budgeting and forecasting activities.
• Maintain accurate financial records and documentation.
• Assist with internal and external audits.
• Contribute to the continuous improvement of accounting processes and procedures.

Payroll Accountant

Human Resources

• Support ongoing administrative tasks for HR
• Assist with onboarding documentation and scheduling
• Maintain employee records and update HRIS
• Support recruitment efforts (posting jobs, screening resumes)
• Help coordinate employee engagement activities
• Provide general administrative support to HR team
• Work approximately 20-25 hours per week on a hybrid schedule
• Temporary role (~6 months) ideally starting October 2025 with potential extension

HR Assistant, Intern

Call Center Representative

• Lead and manage a team of 20-25 student call center agents specializing in customer service inquiries.
• Conduct routine 1:1 coaching session(s) to provide feedback to meet performance metrics, including quality, productivity, attendance, compliance, and disciplinary issues.
• Ensure continuous learning training modules are complete before announced deadlines.
• Identify training opportunities and/or knowledge skill gaps amongst the team and collaborate with other department leaders as needed to improve agent performance.
• Review daily and weekly agent scheduling to monitor agent’s weekly schedule adherence and provide feedback to WFM as requested.
• Review agent’s daily attendance for occurrences and/or occurrence discrepancies.
• Review agent timecards for accuracy, make time punch corrections as needed, and approve payroll before announced deadline.
• Partner with Workforce Management and Operations Managers to ensure efficient agent scheduling and/or leadership support coverage.
• Uphold EAW and Intuit’s policies, standards, and compliance requirements.
• Manage attendance, adherence, and behavioral expectations using EAW’s progressive corrective action model, when necessary.
• Foster an inclusive and engaging team culture that balances accountability with recognition.
• Escalate client concerns, systemic issues, and process improvements to Operations Leadership.
• Serve as a key point of contact between agents, leadership, and clients, to help ensure alignment of goals and expectations.
• Attend weekly and monthly business reviews to share valuable insight into agent performance with client and better understand client’s performance expectations.
• Maintain excellent knowledge of company policies and procedures to assist agents with difficult customer concerns via slack and/or individual coaching sessions.
• Resolve escalated customer concerns, balancing superior service with fiscal responsibility.
• Perform other duties as directed by management.

Call Center Supervisor

• Responsible for leading and managing a team of 20-30 Tax Specialist student agents supporting Intuit TurboTax Live and specializing in handling customer service inquiries.
• Assist Tax Specialists in advocating for customers by identifying their needs and guiding them to appropriate resources.
• Monitor and coach student agents and provide specific feedback to help them meet performance requirements, including quality, productivity, attendance, compliance, and disciplinary issues.
• Administer day-to-day schedules and attendance for your team of Tax Specialists.
• Coach and develop direct reports to meet and exceed call center goals.
• Resolve escalated customer concerns to determine appropriate action, balancing superior service with fiscal responsibility.
• Conduct staff meetings & coaching sessions to ensure effective communication and to issue feedback and coaching to Tax Specialists.
• Exhibit exceptional time management, organization, and prioritization skills.
• Timecard and payroll management.
• Maintain excellent working knowledge of company policies and procedures.
• Ability to work both independently and in a team setting within a fast-paced environment.
• Flexibility to work both AM and PM shifts and weekends, including some holidays.
• All other duties as directed by management.

Seasonal Call Center Supervisor

Learning and Development

• Deliver comprehensive new hire onboarding programs, upskilling trainings, and ongoing professional development for new and existing student employees.
• Collaborate with the training team to create strategies, roadmaps, and solutions based on industry best practices, user feedback, and data analytics.
• Utilize engaging instructional techniques and formats such as role playing, peer to peer interaction, group discussion, shadowing, e-learning, and lecture.
• Analyze student employees’ product knowledge, problem-solving abilities, communication, and navigation skills and record the findings.
• Monitor and evaluate calls during on-the-job training to ensure proper call handling, and compliance with workflows and tools; schedule coaching sessions for improvement and development purposes.
• Utilize quality alerts, trend data, compliance issues and audit results to update training materials and reduce knowledge gaps.
• Attend or conduct collaborative calibration meetings with the internal team and client to ensure consistency and accuracy of the training curriculum.
• Accurately report daily activities, track and maintain key metrics, assessments, attendance, and coaching records; submit operation handover reports and process changes to stakeholders.
• Contribute to a culture of continuous improvement using actionable data, process compliance, and innovative training solutions.
• Position is seasonal with an expected end date of either January 30, 2026 or April 30, 2026.

Corporate Trainer

• Deliver comprehensive new hire onboarding programs, upskilling trainings, and ongoing professional development for new and existing student employees.
• Collaborate with the training team to create strategies, roadmaps, and solutions based on industry best practices, user feedback, and data analytics.
• Utilize engaging instructional techniques and formats, such as role playing, peer to peer interaction, group discussion, shadowing, e-learning, and lecture.
• Analyze student employees’ product knowledge, problem-solving abilities, communication, and navigation skills and record the findings.
• Monitor and evaluate calls during on-the-job training to ensure proper call handling and compliance with workflows and tools; schedule coaching sessions for improvement and development purposes.
• Utilize quality alerts, trend data, compliance issues and audit results to update training materials and reduce knowledge gaps.
• Attend or conduct collaborative meetings with the internal team and client to ensure consistency and accuracy of the training curriculum.
• Accurately report daily activities, track, and maintain key metrics, assessments, attendance, and coaching records; submit operation handover report and process changes to stakeholders.
• Ensure alignment with key performance indicators, support collaboration across internal departments, and promote best practices within client programs.
• Contribute to a culture of continuous improvement using actionable data, process compliance, and innovative training solutions.

Seasonal Corporate Trainer, QuickBooks Live

QA Engineer

• Support and communicate with operations and training stakeholders by providing critical insight, escalations, data analysis and reporting to meet both internal and client requirements.
• Listen to recorded or live call interactions to assess the student employee’s adherence to the client’s compliance policies and procedures.
• Evaluate calls to ensure proper call handling, use of workflows and compliant tool usage.
• Analyze product knowledge, problem-solving abilities, communication, and navigational skill set demonstrated by the student and record the findings.
• Conduct coaching and feedback sessions based on evaluation results.
• Identify quality alerts such as trends, compliance or quality defects and other areas of opportunities based on evaluation data; create a root cause analysis to recommend solutions and best practices for improvement.
• Responsible for accurate and timely reporting on a rolling basis; track and maintain key quality metrics, evaluations, and coaching records.
• Calibrate and meet regularly to review team performance with operations and training leadership to ensure consistency and accuracy of the evaluation process.
• Quality analysts are subject to an audit for development purposes and may assist in the maintenance of service levels by providing phone coverage if necessary.

Quality Assurance Analyst

Operations

• Drive Partner Success: Lead oversight of assigned programs to deliver an exceptional partner experience by meeting key business metrics, ensuring efficient processes, timely execution, and effective issue resolution in collaboration with internal and client teams.
• Lead Program Launches: Partner across teams to manage new program launches with strong design, readiness, risk mitigation, and seamless transition to ongoing operations.
• Optimize Performance: Leverage data, partner feedback, and stakeholder insights to identify opportunities that enhance experience, improve efficiency, and minimize cost, business, or compliance risks.
• Develop Expertise: Build subject matter expertise within your program or channel to design effective end-to-end processes, maintain accurate documentation, resolve escalations through root cause analysis, and influence future program design that promotes standardization and compliance.
• Lead Daily Operations: Manage the performance of 8–12 Customer Service Supervisors and a workforce of 200+ agents, ensuring KPIs, revenue, productivity, schedule adherence, and retention goals are consistently achieved.
• Coach & Develop Leaders: Provide ongoing coaching, feedback, and performance evaluations for Supervisors, addressing quality, productivity, and attendance while supporting their professional growth.
• Enhance Client Partnerships: Build and maintain strong client relationships through clear communication, proactive issue resolution, and a balanced focus on service excellence and fiscal responsibility.
• Drive Team Engagement: Conduct daily huddles and weekly meetings with Supervisors to align on priorities, recognize achievements, and foster a motivated, high-performing culture.
• Recruit & Onboard Talent: Partner with EAW’s Student Success team in interviewing and selecting candidates, ensuring a strong pipeline of student and staff talent.
• Optimize Operations: Recommend and implement strategies to improve efficiency, reduce costs, and increase revenue, leveraging data to analyze trends and customer needs.
• Manage Workforce Performance: Oversee scheduling, staffing, and workload management in partnership with Workforce Management, ensuring service levels are consistently met.
• Promote Compliance & Consistency: Collaborate with HR to ensure adherence to policies, procedures, and performance standards connected to attendance, conduct, and Tuition Assistance eligibility.
• Champion EAW’s Mission: Serve as a subject matter expert on EAW’s mission, tuition assistance program, and student value proposition, supporting student agents through their development journey.
• Lead Strategic Initiatives: Contribute to leadership meetings, performance reviews, and presentation development, driving organizational priorities and outcomes.

Seasonal Operations Manager, QuickBooks Live

• Drive Partner Success: Lead oversight of assigned programs to deliver an exceptional partner experience by meeting key business metrics, ensuring efficient processes, timely execution, and effective issue resolution in collaboration with internal and client teams.
• Lead Program Launches: Partner across teams to manage new program launches with strong design, readiness, risk mitigation, and seamless transition to ongoing operations.
• Optimize Performance: Leverage data, partner feedback, and stakeholder insights to identify opportunities that enhance experience, improve efficiency, and minimize cost, business, or compliance risks.
• Develop Expertise: Build subject matter expertise within your program or channel to design effective end-to-end processes, maintain accurate documentation, resolve escalations through root cause analysis, and influence future program design that promotes standardization and compliance.
• Lead Daily Operations: Manage the performance of 8–12 Customer Service Supervisors and a workforce of 200+ agents, ensuring KPIs, revenue, productivity, schedule adherence, and retention goals are consistently achieved.
• Coach & Develop Leaders: Provide ongoing coaching, feedback, and performance evaluations for Supervisors, addressing quality, productivity, and attendance while supporting their professional growth.
• Enhance Client Partnerships: Build and maintain strong client relationships through clear communication, proactive issue resolution, and a balanced focus on service excellence and fiscal responsibility.
• Drive Team Engagement: Conduct daily huddles and weekly meetings with Supervisors to align on priorities, recognize achievements, and foster a motivated, high-performing culture.
• Recruit & Onboard Talent: Partner with EAW’s Student Success team in interviewing and selecting candidates, ensuring a strong pipeline of student and staff talent.
• Manage Workforce Performance: Oversee scheduling, staffing, and workload management in partnership with Workforce Management, ensuring service levels are consistently met.
• Promote Compliance & Consistency: Collaborate with HR to ensure adherence to policies, procedures, and performance standards connected to attendance, conduct, and Tuition Assistance eligibility.
• Champion EAW’s Mission: Serve as a subject matter expert on EAW’s mission, tuition assistance program, and student value proposition, supporting student agents through their development journey.
• Lead Strategic Initiatives: Contribute to leadership meetings, performance reviews, and presentation development, driving organizational priorities and outcomes.

Operations Manager

• Deliver comprehensive new hire onboarding programs, upskilling trainings, and ongoing professional development for new and existing student employees.
• Collaborate with the training team to create strategies, roadmaps, and solutions based on industry best practices, user feedback, and data analytics.
• Utilize engaging instructional techniques and formats, such as role playing, peer to peer interaction, group discussion, shadowing, e-learning, and lecture.
• Analyze student employees’ product knowledge, problem-solving abilities, communication, and navigation skills and record the findings.
• Monitor and evaluate calls during on-the-job training to ensure proper call handling, and compliance with workflows and tools; schedule coaching sessions for improvement and development purposes.
• Utilize quality alerts, trend data, compliance issues and audit results to update training materials and reduce knowledge gaps.
• Attend or conduct collaborative meetings with the internal team and client to ensure consistency and accuracy of the training curriculum.
• Accurately report daily activities, track, and maintain key metrics, assessments, attendance, and coaching records; submit operation handover report and process changes to stakeholders.
• Contribute to a culture of continuous improvement using actionable data, process compliance, and innovative training solutions.

• Lead oversight of assigned programs to deliver an exceptional partner experience by meeting key business metrics, ensuring efficient processes, timely execution, and effective issue resolution in collaboration with internal and client teams.
• Partner across teams to manage new program launches with strong design, readiness, risk mitigation, and seamless transition to ongoing operations.
• Leverage data, partner feedback, and stakeholder insights to identify opportunities that enhance experience, improve efficiency, and minimize cost, business, or compliance risks.
• Build subject matter expertise to design effective end-to-end processes, maintain accurate documentation, resolve escalations through root cause analysis, and influence program design.
• Manage performance of 8–12 Customer Service Supervisors and a workforce of 200+ agents, ensuring KPIs, revenue, productivity, schedule adherence, and retention goals are met.
• Provide ongoing coaching, feedback, and performance evaluations for Supervisors, addressing quality, productivity, and attendance while supporting their professional growth.
• Build and maintain strong client relationships through clear communication, proactive issue resolution, and balanced focus on service excellence and fiscal responsibility.
• Conduct daily huddles and weekly meetings with Supervisors to align priorities, recognize achievements, and foster a motivated, high-performing culture.
• Partner with Student Success team in interviewing and selecting candidates, ensuring a strong pipeline of student and staff talent.
• Recommend and implement strategies to improve efficiency, reduce costs, and increase revenue, leveraging data to analyze trends and customer needs.
• Oversee scheduling, staffing, and workload management in partnership with Workforce Management to ensure service levels are met.
• Collaborate with HR to ensure adherence to policies, procedures, and performance standards connected to attendance, conduct, and Tuition Assistance eligibility.
• Serve as a subject matter expert on EAW’s mission, tuition assistance program, and student value proposition, supporting student agents through their development journey.
• Contribute to leadership meetings, performance reviews, and presentation development, driving organizational priorities and outcomes

Seasonal Operations Manager

Analyst

• Monitor real-time call volume and agent activity using WFM Software (e.g. Aspect, Wallboard).
• Make intraday adjustments to staffing to ensure adequate coverage during fluctuation.
• Communicate with leaders to provide real-time updates and recommendations for improving service level.
• Generate and distribute daily, weekly and monthly reports on performance metrics such as service level and Adherence.
• Collaborate with scheduling team to optimize employee schedules based on forecasted volume and business requirements.
• Monitor and manage real-time contact center adherence and performance to meet service level goals and maintain optimal staffing.
• Seasonal assignment expected to end April 30, 2026 (or sooner depending on organizational needs).

Real-Time Analyst

Financial Planning and Analysis

• Work with Fidelity Managers and full-time associates to assist Fidelity clients build benefit programs for employees
• Perform recordkeeping, investments and servicing for Defined Contributions (401k and 403b), Defined Benefits (pensions), Health and Welfare (HSA) accounts, and Stock Plan Services
• Provide customer support and develop communication, problem-solving, teamwork, and adaptability skills
• Collaborate in a team-based, fast-paced, deadline-oriented environment and receive coaching and feedback

Student Teammate, Workplace Investments

Business Analyst

• Manage and meticulously maintain the CEO’s complex calendar, prioritizing and scheduling a high volume of internal and external meetings and speaking engagements.
• Coordinate all aspects of domestic travel, including flights, accommodations, ground transportation, and itinerary creation.
• Prepare the CEO for all meetings and events by compiling briefing materials, developing agendas, and ensuring all necessary information is readily available.
• Process and submit expense reports in a timely and accurate manner.
• Provide administrative and logistical support to the Chief Financial Officer (CFO) and Chief Growth Officer as needed.
• Assist the Chief of Staff with projects and initiatives that support the broader Executive Team and strengthen organizational culture.
• Coordinate logistics for virtual and in-person team meetings and events.
• Source and interview student candidates for seasonal positions.
• Help roll out campus recruitment strategy at colleges and universities in the area.
• Use social media and job boards to find candidates for open positions.
• Keep track of candidate interactions and progress in Applicant Tracking System (ATS).
• Help coordinate the new hire credentialing process.

Business Analyst – Executive Support, Recruitment Marketing

Data Analyst

• Support the development, maintenance, and enhancement of complex financial models to support forecasting, budgeting, and strategic planning.
• Conduct sensitivity analysis and scenario planning to assess the impact of various business drivers.
• Evaluate financial performance and identify opportunities for optimization through detailed financial modeling.
• Gather, analyze, and interpret complex financial and operational data to identify trends, patterns, and insights.
• Develop and maintain dashboards and reports to visualize key performance indicators (KPIs) and provide stakeholders with actionable insights.
• Conduct ad-hoc analysis to support strategic decision-making and problem-solving.
• Assist in developing and monitoring financial forecasts and budgets.
• Analyze revenue, expenses, and profitability to identify opportunities for improvement.
• Support financial reporting and compliance activities.
• Explore and evaluate the potential of AI and machine learning to automate processes and enhance decision-making.
• Collaborate with technical teams to define requirements and support the development of AI-powered solutions.
• Identify and evaluate potential AI use cases within the organization.
• Elicit, document, and manage business requirements for data analytics and AI initiatives.
• Communicate effectively with stakeholders at all levels, translating technical concepts into clear and concise language.
• Facilitate workshops and meetings to gather requirements and drive consensus.
• Identify and analyze business processes to identify areas for improvement and optimization.
• Recommend and implement solutions to streamline workflows and enhance efficiency.
• Participate in testing and validating new systems and processes.

Business Analyst – Data Analytics, Finance, AI

• Assist the sales team in identifying and qualifying leads through market research and analysis.
• Develop sales presentations and proposals tailored to specific client needs.
• Support the development and implementation of sales strategies to achieve revenue targets.
• Analyze sales performance data to identify areas for improvement and optimization.
• Assist in maintaining and updating CRM systems with accurate sales data.
• Develop and implement social media strategies to enhance brand awareness and engagement.
• Create compelling and engaging content for various social media platforms.
• Manage social media campaigns and monitor performance, providing regular reports on key metrics.
• Identify and engage with key influencers and potential clients on social media.
• Conduct social listening to understand trends and customer sentiment.
• Conduct market research and competitive analysis to identify industry trends and opportunities.
• Analyze customer demographics, behavior, and preferences to inform marketing strategies.
• Collaborate with the growth team to identify and evaluate new business opportunities.
• Analyze data to support the development of growth strategies and initiatives.
• Elicit, document, and manage business requirements for revenue, growth, and marketing initiatives.
• Communicate effectively with stakeholders at all levels and facilitate workshops to gather requirements.

Business Analyst - Revenue, Growth and Marketing

Customer Advocate

• Engage with customers through inbound phone calls and email as a Client First Center team member.
• Customer support across sectors; develop effective communication, problem-solving, dependability, adaptability, and teamwork skills.
• Answer customer inquiries about bank products and services through phone.
• Recognize sales opportunities and refer clients to sales associates.
• Remain current on products, services, policies, and procedures.
• Resolve customer issues through account research and utilization of support materials and resources.
• Perform customer account transaction and maintenance activities accurately.
• Strive for first contact resolution of customer inquiries, transactions, and problem resolution.
• Escalate customer requests requiring additional knowledge or expertise as defined by department leadership.

Payroll Accountant

HR Assistant, Intern

Call Center Supervisor

Seasonal Call Center Supervisor

Call Center Supervisor

Seasonal Call Center Supervisor

Corporate Trainer

Seasonal Corporate Trainer, QuickBooks Live

Quality Assurance Analyst

Seasonal Operations Manager, QuickBooks Live

Operations Manager

Corporate Trainer

Seasonal Operations Manager

Real-Time Analyst

Call Center Supervisor

Student Teammate, Workplace Investments

Business Analyst – Executive Support, Recruitment Marketing

Business Analyst – Data Analytics, Finance, AI

Business Analyst - Revenue, Growth and Marketing

Client First Customer Advocate