Process bi-weekly payroll, run approvals and checks; reconcile timekeeping (Kronos), expense reimbursements (Tallie), and HRIS data; update taxes/deductions; prepare 401(k) reports; resolve payroll/tax issues; support HR reporting, audits, and compliance projects.

The Private Client Relationship Manager is responsible for advising clients on insurance needs, managing proposals, negotiating with underwriters, and ensuring client satisfaction throughout the insurance process.