Dedicated and focused professional who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals.
Promoted to Operations Supervisor after 11 months of employment.
Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists. Full working knowledge and application Retirement Plans and distribution functions. Assist and advise financial advisor's in the application of payroll procedures, review and assist financial advisor's with communication issues, recognize situations that can cause issues within a plan and communicate solutions to the adviser, ensure account procedures and web applications are consistent with document and operational needs of the plan. Work in conjunction with team to develop strategic goals & metrics for group operations
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