Retirement Plan Consultant with extensive experience in plan administration and customer service. Skilled at learning new concepts quickly and meeting aggressive deadlines. Organized and self-motivated with a strong ability to communicate clearly and effectively.
Uphold the highest ethical standards while representing and providing service to clients
Consulted with clients to restate plan documents for PPA
Proficient with Relius, ASC, FT William, Pension Pro, and Microsoft Office software.
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