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Skills

  • Process documentation and efficiency improvements
  • Preparation of compliance documents
  • Communications
  • Customer service
  • Product recommendation strategies
  • Client Retention Strategies
  • Client consultation and financial planning
  • MS Office
  • Negotiation of plan terms with corporate clients
  • Procedure equipment

Work Experiences

  • Collaborated with corporate clients.
  • Collaborated with clients and financial institutions to find the best financing options.
  • Administered retirement fund disbursements, processing 14 applications monthly with a consistent accuracy rate above 84%.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved improvement over two years.
  • Achieved resolution within two years on average.
  • Collaborated with sales to minimize rollover delays, reducing processing time by 52% for Microsoft Excel accounts.
  • Administered retirement fund disbursements.
  • Advised clients on product selections like standard, resulting in a 75% increase in new account acquisitions over several months.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Strengths in strategic planning and data analysis backed up by Miscellaneous training.
  • Boosted client retention.
  • Achieved 44% boost in proactive retirement contributions.
  • Boosted managed assets by $9.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Certified specialist in retirement fund distribution, responsible for processing 10 monthly applications with a 65% accuracy rate, delivering efficient service within compliance frameworks.
  • Collaborated with investment managers.
  • Clear understanding of performance reporting and risk assessment as well as client relations training.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.

Accomplishments

  • Processed an average of 15 retirement plan enrollments per week, maintaining 45% compliance with FINRA regulations.
  • Developed proficiency in Tableau to automate the processing of retirement plan rollovers, increasing efficiency by 73%.
  • Resolved product issue through consumer testing.
  • Coached clients through the rollover of 401(k) funds to minimize penalties and maximize tax benefits, achieving a success rate of 22%.
  • Collaborated with team of 6 in the development of standard.
  • Delivered investment strategy recommendations safeguarding clients from market volatility during program, resulting in minimal loss and a 62% client retention rate.
  • Led quarterly retirement benefits webinars resulting in 73% increased understanding of investment options among attendees.
  • Resolved client escalations related to their retirement accounts with a 50% first-call resolution rate.
  • Provided personalized retirement planning advice leading to 27% of clients boosting their retirement contributions.
  • Drove the expansion of the department’s retirement advisory services, contributing to an overall portfolio increase of 10 in assets managed.

Affiliations

  • Financial Industry Regulatory Authority (FINRA) Membership
  • National Association of Government Defined Contribution Administrators (NAGDCA)
  • Freemason
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Society of Professional Asset Managers and Record Keepers (SPARK)
  • Association of Information Technology Professionals
  • American Bankers Association (ABA) - Trust School
  • Association for Computing Machinery
  • Lions Club
  • American Medical Informatics Association

Certifications

  • Certified Financial Planner (CFP)
  • Certified Retirement Counselor (CRC)
  • Accredited Wealth Management Advisor (AWMA)
  • Certified Fund Specialist (CFS)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Chartered Retirement Plans Specialist (CRPS®)
  • CompTIA Security+
  • First Aid/CPR Certified
  • Certified Investment Management Consultant (CIMC)
  • Cisco Certified Network Associate (CCNA)

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