Hagatna, GU

SUMMARY

We are seeking a motivated and detail-oriented Enrollment Advisor to support client enrollment activities while ensuring the accuracy, confidentiality, and integrity of enrollment data. This role combines client engagement, data management, and employee education through enrollment presentations, offering an opportunity to contribute directly to organizational growth through high-quality service and collaboration. 

PRIMARY RESPONSIBILITIES

• Lead group and one-on-one enrollment presentations that drive employee understanding and participation
• Address employee questions and concerns to support confident, timely enrollment decisions
• Execute the full enrollment lifecycle, ensuring timely and accurate completion from initial contact
  through final enrollment
• Maintain data integrity by accurately entering and managing enrollment information in CRM and
  internal systems
• Safeguard data confidentiality and ensure compliance with internal policies and procedures
• Track, document, and report enrollment activities and outcomes to support performance monitoring
• Support enrollment targets through a consultative, results-focused approach
• Collaborate with internal teams to improve enrollment processes, reporting accuracy, and operational efficiency

DESIRED SKILLS

• Ability to assess data and information to support informed decision-making
• Strong analytical and problem-solving skills
• Approachable and able to work effectively with individuals from diverse backgrounds
• Proficient in Microsoft Excel, including basic data analysis and reporting
• Strong organizational skills with attention to detail and accuracy
• Dependable, self-motivated, and able to maintain focus in a deadline-driven environment
• Ability to work independently while contributing effectively as part of a team

KNOWLEDGE AND SKILL REQUIREMENTS
1. Basic reading, writing, and arithmetic skills required. This is normally acquired through a high school diploma or equivalent.
2. Proficient in Microsoft Office (including, but not limited to Word, Excel, and Outlook) and professional telephone protocol. Duties require good communication skills and the ability to type 50 words per minute. This is normally acquired through one to three years of clerical experience.
3. Valid driver’s license required for required travel to client locations.

WORK SCHEDULE
This position is a regular full-time position following a Monday – Friday, 8AM – 5PM work schedule. During special project periods, individuals will be asked to work additional hours beyond the normal schedule which may include evenings and weekends.

Hagatna, GU

SUMMARY

The Transactions Specialist plays a vital role in ensuring smooth, accurate, and efficient financial and client operations. In this dynamic, detail-driven role, you will process financial transactions, maintain updated client account information, prepare tax filing data, support reconciliation activities, and manage distribution requests from start to finish. Positioned at the center of our operational workflow, this role directly enhances organizational efficiency and strengthens the overall client experience through accuracy, consistency, and strong collaboration.

PRIMARY RESPONSIBILITIES

• Process and verify financial transactions with accuracy and efficiency.
• Manage and update client account information to ensure records remain current and complete.
• Handle distribution requests from initiation through completion, ensuring compliance with plan requirements.
• Prepare, organize, and support the submission of tax filing data.
• Assist with reconciliation activities to maintain accurate and aligned financial and client records.
• Compare data against source documents and perform verification steps to identify and resolve discrepancies.
• Compile and organize data to maintain accurate reports, logs, and audit trails.
• Identify and correct data discrepancies, escalating issues when needed.
• Maintain strict confidentiality and safeguard all sensitive client and financial information.
• Troubleshoot data-related issues and work with team members to ensure data accuracy and system reliability.
• Support special projects and additional operational tasks as assigned.

QUALIFICATIONS

• High school diploma or equivalent.
• Strong attention to detail and commitment to accuracy.
• Proficiency with Microsoft Office (Excel, Word, Outlook) and comfort working with data systems.
• One to three years of experience in administrative, transactional, operations, or data-focused roles.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and timelines in a fast-paced environment.
• Ability to maintain confidentiality and handle sensitive financial information responsibly.

PREFERRED

• Experience in financial services, accounting, retirement plans, banking, or related operational fields.
• Familiarity with reconciliation processes, transaction workflows, or tax-related documentation.
• Experience working with databases or case-management systems.

Hagatna, GU

SUMMARY

We are seeking a reliable and motivated Part-Time Runner to support daily operations by handling deliveries, errands, and logistical tasks. This role is ideal for individuals seeking a consistent part-time schedule while contributing to a collaborative and professional office environment. A company vehicle is provided for all work-related travel.

PRIMARY RESPONSIBILITIES

• Deliver documents, packages, and messages to clients and vendors
• Pick up office supplies, equipment, and other business-related items
• Support office operations through related errands and tasks
• Perform other related duties consistent with the nature of the role

QUALIFICATIONS

• Valid driver’s license (required to operate a company vehicle)
• Ability to lift and carry items up to approximately 30 lbs, with or without reasonable accommodation
• Strong time-management and organizational skills
• Good communication skills and a positive, team-oriented attitude
• Prior experience in a similar role is preferred but not require
• No formal education required; training will be provided.

WORK SCHEDULE
This position is part-time, scheduled for Mondays, Wednesdays, and Fridays from 11AM to 2PM. During special projects, individuals may be required to work extra hours, which will be scheduled in advance. Company vehicle will be provided for transportation during work-related activities.