Retirement Plan Specialist II Resume

TECHNICAL SKILLS:

Skills: QuickBooks, Microsoft office, Data Analysis, Accounting, IBM Cognos, SAP ERP, Vocado, Oracle Database

Soft Skills: Flexible, Coachable, Autonomous leadership, Ethical Consideration, Time Management, Adaptation, Listening, Critical Thinking.

Languages: English, Farsi, German

PROFESSIONAL EXPERIENCE:

Confidential

Retirement Plan Specialist II

Responsibilities:

Understand and apply IRS Rules and Regulations related to Retirement Transactions.
Engage in more complex dialogue with plan participants regarding their retirement plan topics and financial situations.
Responding to plan participant inquiries pertaining to certain legal, regulatory, and tax - related issues through verbal and written communication.
Initiates transactions for participants including enrollments, mutual fund, exchanges, allocations, loans, withdrawals, and terminations.
Developed thorough understanding of institutional retirement plans, including 401(k), 403(b), defined benefits plans, and profit sharing plans, to accurately assist participants.
Provides participants with a thorough understanding of mutual fund investment options and related performance.
Provided investment guidance and portfolio rebalancing as well as savings/liability management education to help maintain and enhance financial strategies

Confidential

Financial Representative

Responsibilities:

Fully licensed financial advisor providing retirement planning, investment advice, estate planning, tax strategies, and support for highly successful practice
Customize insurance and financial program to suit individual client’s needs and budgets.
Prospect for new clients and develop clientele by networking with local professional and establish relationship within the community
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan

Confidential

Tax Advisor

Responsibilities:

Confidential

Financial Aid Analyst II

Responsibilities:

Calculated proration for student financial aid refunds; notified the appropriate funding agency of refund and amount
Responsible for the analysis and calculation of the financial aid Title IV refund process and resolved issues that kept a student’s refund from being calculated
Ensured compliance and maintained quality for accuracy and timely processing of financial aid Title IV refunds
Assisted the department and management with project teams and escalated or advanced Title IV issues as requested
Followed local, state, and federal guidelines to process and calculate of Title IV refunds
Prepared daily reports to ensure adherence to quality standards, deadlines, and proper procedures and making corrections as necessary
Analyzed, research, and resolved issues that prevented student funds from disbursing

Confidential

Management Trainee and Customer Service Rep

Responsibilities:

Supported achievement of location sales and margin goals by working closely with location manager on assigned tasks
Contributed to Confidential improvement process to discover new and more efficient ways to run Confidential business and deliver the right product and services to Confidential customer faster and at lower cost
Protected company assets through enforcement of company policies. Provided support for the branch’s business plan by assisting the location manager with billing issues and processing payments

Confidential

Accounts Payable Specialist

Responsibilities:

Processed an average of $150K in daily accounts payable; verified and reviewed bills for accuracy to ensure correct recordkeeping and account assignments
Researched and resolved discrepancies; followed up with vendors to ensure corrections or credits were issued to avoid any overpayments
Streamlined audit procedures to prevent errors; enabled more than 90% of bills to be paid within 30 days or less due to follow-up and resourceful research
Maintained precise accounting records using accurate data entry in QuickBooks
Performing large amount of phone and email communication with vendors