Managing all phases of retirement plan administration, i.e. providing comprehensive support to Financial Advisors, Plan Sponsors, and Participants, which consist of responding to plan sponsor and plan participant’s questions, scheduling and preparing for semi-annual or annual investment review meetings. Adhering to other matters requiring additional research and analysis as well as client services processes, i.e. new accounts, transfers, rollovers, loans, participant statements, contributions, distributions, and reconciliations.
Accomplished Financial Support Associate who has achieved success in a variety of roles with increasing levels of responsibility. Developed a solid knowledge in the Investment/Financial Services Industry for over 25 plus years; through on-the-job-training, classroom training, and self-study. Proven ability to navigate regulatory and compliance guidelines; which improved client satisfaction. Skilled at researching, analyzing, and developing solutions that benefit clients and organization.
B.S. Business Administration, Peirce College