Sustaining Engineer
Financial Administration
- Handle accounts receivable and accounts payable, commission tracking
and providing monthly spreadsheet of commissions to partners, invoicing,
basic general ledger entries in accounting software. - Monitor agency budgets and cashflow
- Work with accountant on financial statements and tax returns
- Check three bank accounts daily for Positive Pay confirmations
- Reconcile expense reports from sales team (for two companies)
- Provide vehicle and property changes to insurance company, do a yearly
review of requirements and a yearly workers’ comp audit (for two
companies) - Work with 401(k) company and pension administrator on enrollments,
terminations, loans, etc and send monthly contributions from payroll
Complete 401(k) audit annually - Handle equipment leases
- Order equipment (laptop, etc) as needed for new hire and employees
HR Administration
- Provide salary and expense reimbursement information to payroll service
for monthly payroll (for two companies) - Provide new hires employee paperwork for the payroll service and
enrollment in health, dental, vision, life and disability insurance and 401(k) - Add new employee health and dental applications through Employee
Navigator (EN) portal with the insurance agent - Assist employees with insurance changes through EN portal
- Request and track company email addresses, changes
- Work with Managing Partner regarding employee issues, discipline,
warnings, etc - Report FSA contributions monthly to administrative company
- Report COBRA requests to administrative company as needed
Team and Office Coordination
- Supervise administrative staff - schedule time off, vacations, etc
- Assist with customer requests, issues
- Manage office supplies
- Oversee CRM software and work with data entry specialist on updates
and issues - Oversee and work with administrative staff on Quotes program
- Administrative support for outside sales team
- Pick up mail from post office and distribute
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