Rehmann

Human Resources

• Write proposals and Engagement Letters.
• Handle Salesforce data entry.
• Handle many of the workflow administrative steps involved in the sales pipeline process.
• Conduct research, gather and analyze data.
• Arrange in-person and virtual meetings, ensuring all participants are contacted and confirmed, meeting rooms and technology are set up, and any additional preparation is provided.
• Coordinate bi-annual HRS Development Day planning details and attend the two in-person events.
• Attend bi-weekly virtual team huddle meetings.
• Handle the online application of HRCI / SHRM credits for events/webinars.
• Assist in preparing and editing presentations and reports.
• Manage calendars and schedule appointments for leadership team members as requested.
• Ensure client documents are properly filed and that client information is available as needed.
• Maintain client confidentiality by protecting all client information in accordance with professional and legal standards.
• Coordinate breakdown of client pass-through costs to accounts payable and billing for applicable department invoices.
• May include some virtual and onsite project work for clients from time to time, such as designing surveys in MS Office, auditing and correcting I-9s, organizing personnel files.
• May be responsible for ordering supplies within budget, including cost comparison; maintaining office equipment; and other office maintenance responsibilities as needed.

HR Solutions Administrative Lead

Payroll

• Process bi-weekly and monthly payroll accurately and on time using Workday
• Ensure compliance with federal, state, and local payroll laws and regulations across multiple jurisdictions
• Coordinate payroll tax filings and payments through OSV
• Review and reconcile payroll data, including earnings, deductions, and benefit withholdings
• Audit and verify timekeeping records for completeness and accuracy
• Investigate and resolve payroll discrepancies in a timely manner
• Maintain employee payroll records and ensure data integrity within Workday
• Ensure retirement account contributions and loan repayments are processed, funded, and maintained accurately
• Prepare and compile data for annual Workers’ Compensation and 401(k) audits
• Monitor and process employee promotions, transfers, and terminations in a timely and accurate manner
• Support year-end payroll processes, including W-2 preparation and distribution
• Collaborate with HR, Finance, and Benefits teams to ensure accurate payroll processing
• Respond to employee payroll-related inquiries professionally and promptly
• Assist with audits and provide supporting documentation as needed

Payroll Specialist

Operations

• Serve as a centralized operational resource for Envestnet account administration on behalf of Advisors and Financial Service Associates (FSAs)
• Complete onboarding of new TAMP accounts
• Process ongoing account maintenance and modifications as directed by the Advisor
• Enter, monitor, and complete service requests within the TAMP and related custodial platforms
• Maintain an organized and prioritized task queue
• Execute advisor‑directed model changes, portfolio reallocations, and account goal modifications
• Ensure all account activity, service actions, and notes are documented accurately
• Partner with Advisors, FSAs, Compliance, and Operations teams to research issues
• Assist with the development, documentation, and refinement of standardized TAMP workflows
• Support training and onboarding efforts

Wealth Management Operations Specialist

Controller

• Lead all accounting operations, including general ledger, accounts payable, accounts receivable, inventory accounting, billing, and payroll
• Maintain the general ledger, depreciation schedules, reconciliations, workpapers, and journal entries as needed
• Prepare accurate monthly, quarterly, and annual financial statements in accordance with GAAP
• Manage the month‑end close process to ensure timely and accurate reporting
• Prepare account analyses and reconciliations
• Develop and enhance dashboards and performance metrics to support business decision‑making
• Partner with senior financial leadership to prepare annual budgets and financial forecasts
• Monitor and analyze financial performance, margins, purchasing costs, and variances
• Support long‑range financial planning and scenario analysis
• Oversee daily cash flow and support banking and treasury activities
• Provide backup support for transactional accounting functions as needed
• Ensure compliance with applicable regulatory, tax, and reporting requirements
• Maintain strong internal controls to safeguard company assets and financial data
• Coordinate with external accountants on annual reviews, compilations, or audits
• Support enterprise risk management and related administrative processes
• Partner closely with executive leadership and operations to support strategic initiatives
• Standardize accounting practices and implement system and process improvements
• Serve as a financial advisor to cross‑functional teams, including operations and sales
• Foster a collaborative, high‑performance accounting team environment focused on accountability, communication, and professionalism

HR Solutions Administrative Lead

Payroll Specialist

Wealth Management Operations Specialist

Client Opening – Controller