Administration

• Select and manage a team of data modernization and informatics staff
• Lead the team’s strategic planning and implementation process
• Manage data infrastructure to improve data integration, enhance interoperability, assure effective data governance, and support the development of reporting and visualizations
• Ensure modernization efforts achieve improved timeliness and quality of data, better coordination of data activities and systems, reduction of data burden, and integration of emerging and open-source technologies where possible
• Coordinate with experts across the agency to assess the agency data environment and identify improvements required for the development of an effective data warehouse and data integration strategy.

Senior Application Administrator

• Oversee and coordinate MAC certification, and recertification in alignment with state regulations and internal training standards.
• Serve as the Medication Administration Coordinator for DDS.
• Enroll staff into required learning programs and maintain roster accuracy across systems.
• Ensure class assignments, waitlists, cancellations, and rescheduling tasks are processed accurately and on time.
• Communicate enrollment confirmations, instructions, and reminders to learners and supervisors.
• Schedule and administer DDS MAC recertification test.
• Monitor MAC compliance status, overdue trends, and escalate risks to the Associate Director.
• Function as receptionist for Vinfen Training Center.
• Data enter MAC certification expiration dates into Human Resources Information System (HRIS) in a timely and accurate manner.
• Regularly update training database with MAC annual and recertification dates.

Training Administrator

• Originate and close new business mandates across institutional asset managers, private capital firms, and hedge funds
• Lead complex, multi-product sales pursuits across fund administration, investor services, custody, middle office, and capital markets solutions
• Serve as a trusted advisor across U.S. public and private fund structures including mutual funds, ETFs, CITs, hedge funds, private capital, and semi-liquid vehicles
• Develop targeted sales strategies aligned to growth, product evolution, and alternatives expansion trends
• Advise clients on operating model design, scalability, and distribution considerations across institutional and wealth channels
• Analyze client operating models and recommend scalable solutions spanning fund accounting, investor servicing, and data/reporting
• Lead end-to-end RFP processes, coordinating across product, operations, risk, finance, and legal teams
• Structure competitive commercial proposals and drive deal execution through close
• Expand client relationships through cross-sell opportunities and maintain strong market presence via industry engagement

Senior Sales Manager – U.S. Fund Administration

• Support the daily operations of the practice by assisting with client communication, scheduling, referrals, and general administrative tasks
• Serve as a central point of coordination between clients, therapists, and administrative processes
• Maintain accurate logs and trackers (Call Log, Referral Tracker, etc.)
• Ensure administrative workflows are followed consistently and thoroughly
• Communicate payment-related information clearly and professionally when needed
• Assist with basic billing tasks including charging services and supporting client balances
• Support daily office operations and ensure a smooth and organized environment
• Assist with administrative tasks, documentation, and coordination as assigned
• Assist with social media coordination and content collaboration as directed

Office Administrator

• Reads and routes incoming mail to appropriate individual.
• Prepares outgoing mail and correspondence, including e-mail and faxes and overnight packages.
• Prepares cash deposits, where applicable.
• Composes and types routine correspondence.
• Answers, routes and screens telephone calls to appropriate individuals.
• Greets walk-in traffic and scheduled visitors and escorts to the appropriate area or person.
• Makes copies of correspondence or other printed materials.
• Orders and maintains supplies, and arranges for office equipment maintenance.
• Provides customer billing support and weekly stats support.
• Provides support to Payroll Dept. with Time & Attendance to poll the time clock of weekly punches and approved edits to the time cards.
• Uploads hours file to payroll for processing.
• Enters new employees to time clock and advises of any punch issues.
• Work closely with Corporate HR office to ensure new hire and employee separation information is sent for timely entry to respective Payroll, HR and Time & Attendance systems.
• Assist with coordinating benefit enrollment periods and distribution of all communications.
• Monitor uniform distribution and inventories.
• Participate in any related special projects or tasks that may arise.

Facility Administrator

• Responsible for the configuration, maintenance, and optimization of the LATICRETE Microsoft Dynamics365 platform
• Support CRM customization, integration using Power Platform tools
• Contribute to data visualization efforts using PowerBI
• Collaborate with other developers and cross-functional teams to align the CRM system with business needs
• Configure and maintain Dynamics365 modules: Sales, Customer Service, and Marketing
• Maintain and improve customer-facing Power Pages / Power Apps portals
• Customize entities, workflows, forms, and dashboards to meet business requirements
• Manage user roles, permissions, and security settings
• Monitor system performance and troubleshoot issues
• Utilize Power Platform tools for system integration, custom workflow development, and automation
• Assist BI team in developing PowerBI reports and dashboards
• Work with stakeholders and technical leadership to gather requirements and translate them into technical solutions
• Maintain and abide by corporate CRM change-management process
• Act as primary end-user support professional for Marketing group
• Provide training and documentation for end-users

Dynamics 365 Administrator

• Own end‑to‑end administration of equity compensation programs, including stock options, restricted stock, RSUs, and PSUs, ensuring operational readiness, accuracy, and compliance.
• Manage data integrations and activity between stock plan administrators, HRIS, payroll, and finance systems, including vesting, settlements, and file validation.
• Partner with cross‑functional stakeholders to communicate timelines, assess impacts, and resolve complex equity‑related issues.
• Support U.S. and international tax compliance for equity compensation in partnership with Tax, Global Mobility, payroll teams, and external advisors.
• Deliver monthly, quarterly, and annual equity reporting to support accounting, EPS calculations, and financial disclosures.
• Maintain SOX‑aligned internal controls, reconciliations, and documentation related to equity and payroll interfaces.
• Support SEC filings, proxy disclosures, and board‑level materials related to equity compensation.
• Drive process improvements through automation, standardization, documentation, and effective vendor governance.
• Contribute to equity education and communications to improve participant understanding and experience.

Senior Stock Plan Administrator

• Provide responsive, high‑quality support to the Service Sales organization by managing incoming contract‑related requests with speed, accuracy, and attention to detail.
• Prepare, process, and manage service contract documentation, ensuring completeness, compliance, and timely turnaround to support customer interactions and revenue closure.
• Serve as a steward of pricing and commercial governance, ensuring discount levels and approval processes are followed in accordance with established policies.
• Support navigation of contract terms and conditions (T&Cs), coordinating reviews, approvals, and revisions with internal stakeholders as needed.
• Maintain accurate contract, customer, and pricing data within CRM and related systems.
• Support CRM data hygiene initiatives, including cleanup, validation, and ongoing governance to improve data quality and reporting integrity.
• Assist with recurring sales reporting, dashboards, and ad hoc requests to support visibility into performance and pipeline activity.
• Partner cross‑functionally with Sales, Field Service, Finance, Legal, and Operations to resolve issues and remove barriers to contract execution.
• Identify opportunities to improve contract administration processes and turnaround times, contributing to enhanced customer and sales team experience.
• Balance independent execution with active collaboration, maintaining close connection with the service sales team and key internal partners.

Service Contract Administrator

• Review and process contract documents including contracts, purchase orders and change orders.
• Review contract documents and Change Orders.
• Produce contracts that limit client exposure to financial risk and external claims.
• Ensure the enforceability of contract provisions.
• Ensure that contracts are executed by client signatory with proper authority.
• Determine appropriate contract type and other conditions of the contract to protect the client from unnecessary liability or exposure to risk.
• Ensuring that contracts are in compliance with Federal, State, and local laws and ordinances, and client policies.
• Accurately reflect in the contract the unique set of requirements and circumstances for each project as provided by the Project Managers.
• Review and ensure insurance documentation for construction and consultant contracts for compliance with contractual terms.
• Identify and resolve possible conflicts between the contract request and standard contracts, terms and conditions, regulations, or written client policies and procedures or other documents.
• Administer internal procedures related to vendor selection, bidding and contracting that are consistent with client wide policies.
• Preparation of procurement documents such as Request for Qualifications, Request for Proposals and Request for Bids.
• Ability to analyze and review Qualifications/Proposals/Bids and provide advice and recommendations to the client.
• Ability to analyze and negotiate contract requirements and terms and conditions to ensure compliance with client’s requirements, corporate policies, appropriate laws and regulations.
• Timely review of all contracts, change orders, modifications and amendments.
• Ensure that all contract changes are recorded and communicated with the appropriate staff.
• Implement and maintain contract tracking processes and policies.

Contracts Administrator

• Manage and service retirement plan accounts, ensuring client satisfaction and regulatory compliance.
• Build rapport with plan sponsors and brokers on complex plan issues.
• Respond to plan sponsors’ requests for information on various issues.
• Conduct trend analysis of issues and response times.
• Develop improvements to workflows and procedures for efficiency and client satisfaction.

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