Administration

• Year end testing for DC plans
• Answer questions from the client service team on retirement plan subjects
• Assist with plan terminations and EPCRS corrections
• Provide consulting services to sponsor and advisors as needed

Senior Associate, Retirement Plan Administration

• Client Relationship Management: Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support.
• Retirement Plan Administration: Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy.
• Compliance & Regulatory Oversight: Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness.
• Business Development & Relationship Growth: Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants.
• Participant Education & Support: Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

Senior Retirement Plan Administrator

• Provide day-to-day administrative support to laboratory leadership and staff
• Coordinate meetings, calendars, travel arrangements, and site logistics
• Maintain organized records, documentation, and filing systems (digital and physical)
• Manage internal communications and ensure timely dissemination of relevant updates
• Support onboarding and offboarding activities for employees, contractors, and visitors
• Oversee office supply inventory levels and ensure adequate stock at all times
• Establish reorder thresholds and maintain supply tracking systems
• Identify opportunities for standardization and cost optimization
• Coordinate with vendors to ensure timely delivery and issue resolution
• Support purchasing activities in alignment with company procurement policies
• Create and track purchase orders (POs), ensuring accuracy and timely processing
• Liaise with procurement, finance, Legal and vendors to resolve invoicing and payment issues
• Assist with vendor onboarding, documentation, and compliance requirements
• Monitor spend against budget and identify cost-saving opportunities
• Manage inventory of laboratory consumables, reagents, and general lab supplies
• Coordinate with lab teams to forecast supply needs based on usage and project timelines
• Ensure critical materials are available to avoid operational disruptions
• Track expiration dates, storage conditions, and compliance requirements
• Support implementation of inventory management systems and best practices

Senior Office Administrator

• Lead estate settlement from start to finish: identify/marshal assets, review legal documents, review income and estate tax returns, review accounting, and oversee distributions
• Coordinate with outside counsel, ensuring legal documents are completed accurately
• Partner with accountants, appraisers, and internal teams
• Serve as primary contact for beneficiaries and external partners
• Collaboration with Trust Officers on interim trust administration
• Ensure compliance, risk management, and fee oversight
• Mentor junior team members

Estate & Trust Administrator

• Responsible for the administration, support, optimization, integration, and ongoing maintenance of PACS and related systems.
• Serve as the primary liaison between clinical operations, radiologists, imaging technologists, physicians, vendors, and IT teams.
• Provide operational support, troubleshooting, application configuration, workflow optimization, user training, system upgrades, and vendor coordination.
• Monitor system performance, uptime, storage utilization, and manage user provisioning and security.
• Collaborate with radiologists and technologists to improve imaging workflows and recommend system enhancements.
• Support and maintain integration between PACS, RIS, EMR/EHR, VNA, and third-party applications.
• Coordinate with vendors for support cases and manage PACS migrations and technology deployments.
• Ensure compliance with HIPAA, HITECH, and organizational requirements, monitoring data quality and business continuity processes.
• Develop training materials and provide support to staff.

PACS Administrator

• Serve as one of the primary points of contact for all visitors, vendors, employees, and regional teams
• Serve as the primary liaison between the ECF Home Office and regional Branch Administrators
• Provide scheduling, travel coordination, document preparation, and administrative support to department heads
• Assist the HR & Payroll Manager with payroll data entry in ADP Workforce Now
• Maintain the home office environment to ECF's professional standard
• Receive, sort, and route all incoming mail and packages
• Plan and execute ECF company events

Home Office Administrator

• Manage the primary membership inbox; triage, troubleshoot, and resolve member issues regarding platform navigation, account access, and operational questions.
• Track inquiry metrics (response times, resolutions) within the CRM and cleanly escalate complex technical, financial, or contract issues to internal teams.
• Identify recurring member friction points and proactively update member-facing FAQs and internal resource guides.
• Own the administrative intake, vetting, and data entry for new member applications and account setups.
• Maintain pristine member records in Salesforce/HubSpot, executing routine data to ensure organization and contact information is accurate.
• Handle basic list management, audience segmentation, and pull routine reports to give internal teams visibility into member engagement.
• Build and validate audience lists for member announcements, newsletter distributions, and targeted marketing email campaigns.
• Proof outbound communications prior to distribution to ensure flawless formatting and compliance with brand standards.
• Assist with the logistical coordination, list prep, and production support for live and virtual member webinars and forums.

Member Support Administrator

• Maintain retail and commercial lending processes from origination through closing
• Partners with lending, operations, credit, compliance, and technology teams to translate business needs into effective system solutions
• Ensure platform configurations align with regulatory, audit, data governance, and change management requirements
• Optimize system usability, performance, and automation to improve lender and borrower experience
• Provide ongoing Salesforce administration, including user access, configuration, releases, and platform governance

nCino Platform Administrator

• Maintain CRM data quality, integrity, and overall system hygiene
• Monitor pipeline activity and identify missing information, stalled opportunities, process gaps, and reporting inconsistencies
• Conduct routine audits of sales records, contacts, accounts, opportunities, and activities
• Ensure sales opportunities are progressing through the CRM in accordance with established sales processes
• Support forecasting efforts through accurate pipeline tracking and reporting
• Assist sales leadership in maintaining pipeline governance and stage discipline
• Create and maintain recurring sales reports, dashboards, and performance metrics
• Analyze historical sales activity, trends, conversion rates, and pipeline performance
• Identify patterns, opportunities, bottlenecks, and areas for improvement
• Assist leadership with quarterly planning, sales reviews, and forecasting initiatives
• Support the development and maintenance of KPI scorecards and sales performance reporting
• Prepare, process, and track customer order forms and agreements
• Manage DocuSign workflows and contract execution processes
• Perform preliminary reviews of customer purchasing requirements, legal terms, and onboarding documentation
• Coordinate internally to ensure smooth order processing and customer onboarding
• Maintain pricing records, sales documentation, and internal reference materials
• Serve as a resource to sales team members regarding sales processes, pricing, forms, and procedural questions
• Organize sales meetings, team reviews, and planning sessions
• Prepare meeting agendas, capture notes, document action items, and coordinate follow-up activities
• Help maintain sales playbooks, process documentation, and internal knowledge resources
• Support onboarding and training of new sales team members
• Assist with development and maintenance of sales content, templates, and operational resources
• Utilize CRM (Zoho), Microsoft 365, Teams, DocuSign, AI tools, and other business platforms to improve productivity and efficiency
• Leverage tools such as ChatGPT and AI-assisted technologies to streamline administrative tasks, reporting, documentation, and workflow management
• Identify opportunities to automate repetitive tasks and improve business processes
• Assist with implementation and adoption of new sales technologies and operational initiatives

Sales Support Administrator

• Support the Practice Group Directors with strategic initiatives and daily operations
• Manage client matter staffing, workload and resource allocation
• Develop and manage Litigation training and professional development programs
• Collaborate with colleagues in multiple departments such as Finance, Talent, Marketing and IT

Practice Group Administrator

• Receives inbound phone inquiries from requesters regarding STAT medical records.
• Answers questions regarding status of the request.
• Ensures that calls are answered promptly and courteously within prescribed standards and metrics.
• Monitor fax queues and process the medical records request within the clients required time frame.
• Works with Supervisor to escalate complex elevated issues.
• Maintains and ensures positive relationships with clients (hospitals) and requestors of ROI (attorneys, insurance companies, state disability offices, record copy services, peer organizations, doctor’s offices, and others).
• Maintains strong knowledge of HIPAA, HITECH, state/federal rulings, and statutes, as well as facility requirements and nuances.
• Participates in weekly customer service meetings to assess, discuss, and analyze trends, training opportunities, skill enhancement and client/requester issues.
• Access and navigate through multiple EMR(s) systems to check status of inbound phone inquiries from requesters.
• Performs other duties as assigned by management.

Solutions Administrator

• Manage a team of 8 to 15 retirement plan administrators
• Motivate, lead, and support team members to provide excellent customer service while meeting internal and regulatory deadline
• Interface with other DC Administration Managers on a regular basis to coordinate continuous and holistic process improvement
• Clearly document processes and update as needed
• Assist and support company goals and objectives
• Resolve and provide solutions for internal questions and issues that arise within team
• Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items regarding your team
• Develop alternatives that will improve efficiency, make recommendations for changes, and assist in implementing changes to the DC administration team
• Train and mentor staff members. Be a subject matter expert in compliance testing and industry knowledge
• Monitor team productivity and deadlines
• Assist team with FTW and Pension Pro software related questions surrounding plan administration
• Point of contact for a small block of key client relationships on the team
• Review and consult on plan sponsor requests and administration
• Lead special projects and initiatives as needed
• Perform annual performance reviews and set personal goals for team members to achieve

Defined Contribution Administration Manager

• You will directly impact patient care as the trusted front-line leader in an outpatient clinic setting.
• Patients come first. You have an opportunity to build on your relationship with your patients, while also continuously improving their health through clinical goal setting and quality improvement initiatives.
• You'll go home every day knowing you are making a difference in patients' lives and that you are developing your team to reach their full potential.
• Lead a Team. Develop, mentor and inspire a cross-functional clinical team (census dependent on state laws) to deliver the best for our patients, teammates and community.
• Manage complete operation and performance of the clinic: adhere to budget, forecast expenses, manage vendor relationships, order supplies, and monitor compliance.
• You will have the support and guidance of your director, regional peers and the greater company to help you manage your facility.
• Partner with Regional Operations Director to identify and address employee and patient concerns to drive towards Regional goals and standards.

Facility Administrator

• Administer and maintain the Salesforce platform, including user accounts, profiles, permission sets, role hierarchies, sharing rules, and security controls.
• Design, configure, and support Salesforce solutions using declarative tools such as Flows, validation rules, approval processes, record types, page layouts, and custom objects.
• Partner with business stakeholders to gather requirements, analyze business processes, and develop effective Salesforce solutions.
• Serve as a trusted advisor to program areas by identifying opportunities to improve business processes and increase platform adoption.
• Develop and maintain reports, dashboards, and analytics to support operational and executive decision-making.
• Manage data quality initiatives including data imports, exports, cleansing, deduplication, and migration activities.
• Coordinate and support Salesforce releases, testing activities, and deployment processes across development, testing, and production environments.
• Troubleshoot complex platform, configuration, security, and integration issues and coordinate resolution activities.
• Support integrations between Salesforce and internal or external systems using APIs and approved integration tools.
• Develop and maintain system documentation, configuration standards, operating procedures, and knowledge base materials.
• Deliver end-user training and provide ongoing support to business and technical staff.
• Mentor junior administrators and agency staff to build internal Salesforce administration and support capabilities.
• Assist in establishing Salesforce governance, security, change management, and platform support processes.
• Ensure compliance with Commonwealth security, accessibility, records management, and data governance requirements.

Certified Salesforce Platform Administrator

• Management of Student Admissions process
• Maintain full oversight and management of Centralized Application Service for Physician Assistant Students (CASPA) for Hybrid
• Stay up to date on CASPA function and optimization
• Train faculty and staff as needed
• Grant appropriate user access
• Ensure that program portals are configured appropriately each year
• Ensure that rubrics are updated appropriately each year
• Ensure that all correspondence templates are updated appropriately each year
• Troubleshoot as needed
• Review student applications and disposition appropriately
• Serve as a liaison between applicants and the Admissions Committee during application cycle
• Schedule, plan, and facilitate student interview days with appropriate stakeholders
• Generate and disseminate acceptance/denial/waitlist correspondence as needed
• Maintain, gather, organize and disseminate data related to admissions
• Manage, monitor and reply to admissions email inquiries
• Schedule and facilitate phone admissions advising appointments
• Plan, coordinate, and facilitate virtual and in person information sessions and open houses, and related events
• Recruit and organize student support for admissions events
• Participate in coordination of SHRS open houses and related events
• Management of Guaranteed Admission Programs (GAP Program)
• Track progress of all GAP Program students throughout undergraduate or Nutrition Science education at Pitt
• Organize annual meetings and information sessions for GAP Program students
• Inform students of matriculation requirements
• Maintain communication with students and serve as a resource to provide information/answer questions
• Supervise student workers in work related to admissions

Admissions Administrator – Physician Assistant Studies

• Provide one-to-one inbound telephone contact with applicants
• Provide support through outbound calls as well
• Accurate documentation

Benefits Administration Services Associate

• Under supervision of Trust Advisor, interpret trust and will documents and applicable law to ensure the proper set-up of account records
• Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures
• Handle ongoing day-to-day administration of accounts, including coordinating and facilitating transactions, new account openings, trust terminations, and account reviews
• Act as a key point of contact for clients and their advisors
• Prepare client presentation materials and participate in client meetings

Trust Administrator

• SAP BASIS Administration & Support
• Administer and support SAP BRIM environments and related SAP landscapes
• Perform SAP system installations, configurations, upgrades, patches, refreshes, and system copies
• Support SAP BRIM components including: SOM, CI, CC, FI-CA, Collections Management (CM)
• Maintain system health, stability, and operational availability across development, testing, QA, and production environments
• System Monitoring & Performance Optimization
• Monitor SAP application performance, system resources, interfaces, and background jobs
• Analyze and resolve performance bottlenecks and system issues
• Perform tuning activities for SAP application servers, databases, and integration components
• Support capacity planning and system optimization initiatives
• SAP Transport & Change Management
• Manage SAP transport processes across multiple environments
• Coordinate system changes, releases, and deployments
• Ensure compliance with enterprise change management and governance procedures
• Support audit and compliance activities related to SAP operations
• Security & User Administration
• Support SAP security administration activities including: User management, Role assignments, Access provisioning, System security configurations
• Collaborate with cybersecurity and compliance teams to maintain secure SAP environments
• Support vulnerability remediation, patch management, and security monitoring activities
• SAP BRIM Technical Support
• Support technical operations and troubleshooting for: SAP BRIM interfaces, Billing and invoicing processes, Convergent Charging operations, Financial posting integrations
• Collaborate with functional and development teams to resolve technical issues and system defects
• Support middleware and API integrations related to SAP BRIM environments
• High Availability, Backup & Disaster Recovery
• Configure and support: Backup and recovery processes, High availability configurations, Disaster recovery environments, System failover testing
• Participate in business continuity and disaster recovery exercises
• Cloud & Infrastructure Support
• Collaborate with infrastructure and cloud teams supporting: Azure, AWS, Hybrid SAP landscapes
• Support infrastructure provisioning, system migrations, and cloud optimization initiatives
• Assist with SAP HANA database administration activities as needed
• Automation & Operational Improvement
• Develop and maintain operational automation scripts and procedures
• Support monitoring and alerting tools for SAP environments
• Identify opportunities for operational efficiency and process improvement
• Assist with DevOps and infrastructure automation initiatives
• Documentation & Knowledge Transfer
• Create and maintain: System architecture documentation, Operational procedures, Backup and recovery documentation, Technical runbooks, Configuration standards
• Provide knowledge transfer and mentoring to internal support teams
• Production Support & Incident Management
• Participate in incident response, troubleshooting, and root cause analysis activities
• Support production deployments, maintenance windows, and go-live events
• Provide on-call support as needed for critical enterprise systems.

SAP BASIS Administrator – BRIM, SOM, CI, CC, FICA, CM

• SAP BTP Platform Administration.
• Administer and manage SAP BTP Global Accounts and Subaccounts across enterprise environments.
• Configure and manage entitlements and quota assignments to support application deployment and platform scalability.
• Perform service provisioning, subscription management, and lifecycle management for SAP BTP services and applications.
• Monitor platform usage, consumption, and capacity to ensure optimal resource allocation and operational efficiency.
• Support SAP BTP environment setup, configuration, and governance activities.
• Identity & Access Management.
• Administer user management, role collections, authorizations, and access controls within SAP BTP environments.
• Configure and maintain Identity Authentication Service (IAS), Identity Provisioning Service (IPS), and trust configurations between SAP and enterprise identity providers.
• Support single sign-on (SSO), authentication, and identity federation integrations.
• Ensure compliance with organizational security standards, policies, and governance requirements.
• Monitoring, Logging & Operational Support.
• Configure and manage SAP Alert Notification Service for proactive monitoring and incident notification.
• Enable, manage, and analyze audit logs and application logs for operational monitoring, troubleshooting, security analysis, and compliance reporting.
• Develop and maintain operational monitoring procedures, alerts, dashboards, and support documentation.
• Perform troubleshooting, root cause analysis, and issue resolution for SAP BTP platform services and integrations.
• Coordinate with SAP Basis, Security, Infrastructure, Development, and Functional teams to support enterprise cloud operations.
• Documentation & Governance.
• Create and maintain technical documentation, operational procedures, configuration standards, and support runbooks.
• Participate in platform governance, change management, release management, and compliance activities.
• Assist with platform upgrades, service updates, patching, and cloud optimization initiatives.
• Support disaster recovery, backup validation, and operational continuity planning activities.

SAP Business Technology Platform Administrator

• Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures.
• Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure.
• Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
• Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk.
• Depending on business segment, may also engage in investment support and administrative activities for the investment management business.
• Collaborates with internal partners to solve problems, and escalates anticipated or known account / client issues and concerns.

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