Dynamic finance professional with a strong background in customer service sales. Successful at managing multiple assignments while meeting tight deadlines. Solid team player who offers a positive and cooperative attitude.
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Chosen to participate in the 2008 Key Contributor Award Program, which is a highly selective program rewarded to outstanding performers who are making critical contributions to Charles Schwab's current and future success.
Contributed to a 50% increase in company sales over the last four months while working at Alphagraphics in 2006 through cold calling and business to business sales.
- Assists in developing and launching new retirement plans for clients as well as converting existing retirement plans from prior TPA's.
- Manages a wide variety of retirement plans through maintaining direct contact with clients, investment institutions and plan attorneys to implement plan requirements and to oversee the day-to-day operations of each plan.
- Administers participant record keeping such as eligibility for participants, vesting updates, account balances, trust reconciliation, plan allocation, contribution calculation, plan terminations, Form 5500 filings and Compliance work for ADP/ACP, Top Heavy, 415, and 410b.
- Worked with clients and internal departments to ensure timely and effective daily plan administration while offering best practice solutions to plan sponsors to continually improve day to day operations
- Served as the liaison between Client Service Managers and clients, overseeing day to day plan operations by coordinating and fulfilling administrative duties such as plan design and investment changes
- Reconciled trust and disbursement bank accounts as well as share positions through multiple fund houses
- Monitored the timely receipt of employer payroll files along with contribution processing
- Managed the settlement an cash movement through multiple bank accounts and processes any trade error corrections
- Prepared quarterly valuation folders used to issue participant financial statements Maintained strong relationships with existing clients and internal departments Chosen to participate in the 2008 Key Contributor Award Program, which is a highly selective program rewarded to outstanding performers who are.
- Assisted customers with new orders, estimates, and proofs.
- Cold called new prospects to generate more business.
- Kept relationships strong with existing clients to maintain customer satisfaction.
- Contributed to significant increase in company sales over the last four months.
- Assisted Brokers in daily tasks and office operations.
- Designed spreadsheets for client information.
- Reviewed and analyzed current market trends and discussed findings with brokers.
- PROFESSIONAL ORGANIZATION'S & CIVIC AFFILIATIONS
- Zeta Beta Tau Fraternity Brotherhood Development Diretor
- Financial Planning Association University of Alabama
- Habitat for Humanity four years
- Dream Street Counselor for handicapped children at Jacobs Camp Soup Kitchen Volunteer
- E Pluribus Unum Interfaith Conference in Washington D.C. to promote diversity
- Basketball Coordinator at the Jewish Community Center in Austin
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School Attended
- University of Alabama
Job Titles Held:
- 401(k) Plan Administrator
- Client Service Specialist
- Customer Service Representative
- Internship
Degrees
- Bachelor of Science Degree
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