retirement services specialist resume example with 18+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • :
Forward thinking professional that can be trusted with the most confidential projects. Excels in turning disorganized environments into smooth-running operations and strives to improve accuracy and gain efficiencies. Self-starter and quick-learner that always exceeds expectations. Motivated, with a keen sense for providing first rate customer service. Proven success in a fast paced environment that chooses the innovative path, with a persistency to succeed.

Windows 7, Windows 8, SQL Proficient Microsoft Office (Excel, Word, PowerPoint), Accounting, Payroll, Administration, Bilingual - Fluent Spanish, SQL, reporting, FINRA certified.

Client Services Manager, 07/2021 to Current
Charles Schwab CorporationTorrance, CA,
  • Delivered high level of service to clients in effort to build upon relationships for future.
  • Updated clients on consistent basis regarding projects and answered questions quickly and with knowledgeable support.
  • Scheduled clients for appointments to promptly meet needs.
  • Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
  • Assists in the preparation of year-end requirements such as minimum distribution requirements, forfeiture reallocation, 5500 preparation and Year End Testing Audit Package. Works with client to prepare and reconcile all needed documents by IRS deadlines.
  • Review WFN payroll system, Retirement Portal and several additional systems simultaneously to troubleshoot inquiries and provide resolution on a timely basis.
  • Proactively discusses and/or supports products, services, and plan design with plan sponsors. Ensures all ERISA rules and regulations are followed within the Adoption Agreement or amendments requested.
  • Provide data management expertise on plan level by running data reports to assist in clarifying discrepant information.
  • Assisting in employee form submissions for 401k transactions.
  • Maintains a basic understanding of the types of investments in each retirement plan. Performs Fund change requests and acts as a Liaison for client and advisor questions.
  • Guides clients through their compliance testing results and offers guidance on features that can improve testing results if needed.
  • Assists in day-to-day operational support for an assigned book of business. Communicating effectively with CFOs, CEOs, Board of Directors, Financial Advisors, and Investment Retirement Advisors.
Administrative Assistant/Project Coordinator, 05/2019 to Current
Tishman SpeyerNew York, NY,
  • Coordinated domestic and international travel, hotel and transportation needs for staff
  • Created and maintained spreadsheets and developed administrative and logistical reports
  • Liaised between internal and external stakeholders, providing updated project status and performance reports
  • Processed financial documents including contracts, expense reports and invoices
  • Managed and adjusted personnel scheduling for staff, monitoring resource allocation to provide optimal coverage and service
  • Coordinated daily and weekly schedules and monthly calendar obligations for third party vendors for project inspection requests
  • Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management
  • Monitored and tracked project performance data with spreadsheets to generate reports and keep management informed of important trends
  • Controlled and managed document processes by reviewing files, records, and critical information to confirm accuracy and ensure compliance with company policies and procedures
  • Coordinated troubleshooting, maintenance and updates for office systems
  • Created PowerPoint presentations used for business development
  • Entered invoice data into company's system and updated details, including customer contacts and delivery dates to keep information current
  • Maintained attendance records, taking note of staff vacation time, sick days and personal days
  • Wrote email messages, memos and business letters for management and proofread all documentation to provide error-free correspondence
  • Coordinated project materials, including managing physical and digital files, monitoring spreadsheets and updating reports
  • Generated shipment invoices, prepared packages and set up courier deliveries for customers
  • Set up and maintained physical and electronic filing systems
  • Coordinated meetings with other department managers and served as main liaison between department heads and executives
  • Guided administrative and professional staff through computer and software problems
  • Contacted customers via phone and email to confirm deliveries and follow up with inquiries
  • Tracked expenses and documented records using Procore Construction Project Management Portal.
  • Organized conference room space and materials for internal and customer meetings, took notes and distributed meeting minutes to support executive needs
Retirement Services Specialist, 12/2019 to 07/2021
Cushman & WakefieldWilmington, MA,
  • Guides participants on plan rules, IRS rules and regulations and proper procedure on initiating distributions and loans via phone or form.
  • Assist participants with investment changes as requested. Guides participant's through the tools accessible on retirement website to make educated choices on investment questions or changes based on information provided on site.
  • Preventing escalations by showing concern, initiating problem solving skills and filing service request if further review is needed. As well as, providing expectation for updates and/or resolution timeframes.
  • Maintain knowledge on on-going changes in financial industry.
  • Chosen to help Client Services in supporting compliance testing questions and resolutions to reduce client volume. Assisted in editing employee information if needed to correct failures as well as provided client's with direction on failure results and what IRS year end requirements were based on to be in compliance.
Finance Representative II, 02/2005 to 02/2019
AT&T Wireless MobilityCity, STATE,
  • Facilitated the transition and migration of the Callidus system to Horizon Agent system in multiple American locations as well as increasing efficiency in the closeout of all associated multinational reviews
  • Conducted User Acceptance Testing (UAT) identify improvement opportunities for Horizon Agent system increasing user efficiency with new and established processes
  • Created processes to increase efficiency of discrepancy reviews by 50% leading to a quicker completion of reviews across the corporate infrastructure
  • Leads variance accounting analysis, finalizes compensation audits, and calculates monthly compensation for numerous AT&TTmp;T locations
  • Reviews and approves manual payment reconciliation within commission cycles decreasing the frequency of system mismatches
  • Implemented new accounting tools to facilitate the calculation of transaction counts, trending reports, and documentation for end of month reporting
  • Created process to expedite the processing of $5M in monthly commission to external vendors increasing loyalty with company stakeholders
  • Implemented policies to ensure all files and records are accurate and reviewed IAW Sarbanes Oxley standards
  • Consulted for all major commission payments for all Accounts Payable Division within current AT&T dealer regions as well as the New York/LAX region
Facility Coordinator, 01/2004 to 01/2005
Company NameCity, State,
  • Provided administrative and secretarial support for Director aid's in different departments.
  • Prepared and filed documents requested as well as updated monthly phone charts for all departments within the facility.
  • Ensured safeguarding facility by means of 100% identification check.
Education and Training
Brokerage License: Series 6 And 63 FINRA, Expected in 02/2019 to FINRA - ,
Bachelor of Business Management: Business Management, Expected in to Park University - El Paso, TX

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Resume Overview

School Attended

  • Park University

Job Titles Held:

  • Client Services Manager
  • Administrative Assistant/Project Coordinator
  • Retirement Services Specialist
  • Finance Representative II
  • Facility Coordinator


  • Brokerage License
  • Bachelor of Business Management

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