Teams at Level Group Ltd.

Supports account managers with clients’ personal financial administration, including bookkeeping, reconciliations, cash flow tracking, payments, banking, accounts payable and receivable, compliance filings, and financial documentation. Coordinates client communications, scheduling, records, onboarding, and departmental workflows while maintaining confidentiality and accuracy. The role also assists with process improvements, reporting, audits, and vendor and financial institution coordination.

Manages end-to-end payroll processing for an assigned client portfolio, including payroll calculations, tax compliance, employee enrollment, state registrations, CalSavers administration, audits, reconciliations, and client communications. Maintains tracking systems, prepares payroll templates and schedules, coordinates workers’ compensation audits, manages mail and electronic deposits, and supports employee onboarding and training while safeguarding confidential information.