We provide IT Staff Augmentation Services!

Processor Resume

SKILLS:

  • Excellent Oral and Written Communication Skills.
  • Microsoft Word, Excel, Outlook, and PowerPoint.
  • Highly proficient in Adobe Photoshop, Lightroom, and Bridge.
  • Strong research skills

PROFESSIONAL EXPERIENCE:

Confidential

Processor

Responsibilities:

  • Processes retirement account Special Distribution ASAP requests (Beneficiary, Divorce) & Distribution Reversal ASAP requests for branch offices and Confidential line of business
  • Specialize in Confidential Special Distribution processing
  • Review Death & Divorce Retirements Distributions per internal audit procedures and IRS regulations
  • Determine if payments are being distributed to authorized parties

Confidential

Subject Matter Expert

Responsibilities:

  • Assist internal Confidential employees with Death & Divorce Retirement Distributions
  • Review Death & Divorce Retirements Distributions per internal audit procedures and IRS regulations
  • Update distribution and contribution history for Retirement Tax Reporting within Confidential

Centralized Document Controller

Confidential

Responsibilities:

  • Review high net - worth transactions for Confidential clients on brokerage accounts
  • Review Letter of Authorizations, Company Drafted Retirement Distribution Documentation, and internal Branch Verbal Recordings in accordance to IRS, FINRA, and internal regulations.

Confidential

Retirement Distributions Specialist

Responsibilities:

  • Enter distribution request on the Confidential platform for clients via telecommunication and documentation.
  • Mitigate potential fraudulent transactions and escalate to a Service Manager.
  • Remain up to date with IRS, DOL, FINRA, and internal regulations for distributions out of Confidential brokerage accounts and be able to rely this information to the client directly in a clear and concise manner.

Confidential

Group Sales / Marketing Assistant

Responsibilities:

  • Sell tickets to group leaders with detailed information towards a customized experience for an upcoming theatrical event.
  • Input, organize, and maintain comprehensive internal database for all upcoming group payments based upon their specified schedule
  • Market and promote Broadway, National School Performances, and other Concert and Variety shows to groups within the Jacksonville area.
  • Create and maintain social media accounts for group sales
  • Promote upcoming performances through telecommunication marketing and grass root campaigns

Patron Service Agent

Confidential

Responsibilities:

  • File and organize ticket information for upcoming events.

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