• Works collaboratively as part of a project team(s); Creates and updates project management materials under the direction of assigned project manager(s). • Responds to the needs of the team and client preferences to meet all delivery commitments on time and accurately. • Actively communicates time availability, constraints and progress on deliverables to project manager(s), engaging the Analyst Team Manager as needed to enhance team communication and ensure all project deliverables are met and that client project expectations are met or exceeded. • Responsible for documenting discussions during client meetings and sharing with the team. • Travel to the client site with the project team and/or meet with client via virtual meeting technology at the project manager’s request. This may include traveling on Sundays and on rare occasions international travel. • Update analyst process documentation and support maintenance of intellectual property (e.g,. templates, market data, sales materials) as requested by Analyst Team Manager. • Attend regular team meetings, contribute thoughts and ideas to advance the team’s goals and productivity. • Accurate and timely time tracking to align with business objectives and client-metrics. Keeps detailed and accurate track of time spent on project work and other responsibilities daily using our shared tools. • Keep current and engaged with the advisory and benefits industry by taking advantage of available training and learning resources, actively seeking published documentation as needed and seeking guidance and coaching from leaders as appropriate.