Retirement Plan Services Representative Resume Owings Mills, MD - Hire IT People

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Retirement Plan Services Representative

Confidential - Owings Mills, MD

Resoponsibilities:

Execute retirement plan participant level transactions including, but not limited to, loans, withdrawals and modifications of contributions and investment elections
Use various systems to ensure transactions are processed in an accurate and timely manner.
Answer any questions participants may have about their retirement plans
Collaborate with colleagues to resolve client discrepancies and process transactions
Ensure customer satisfaction while exceeding time related performance measurements

Administrative Assistant,

Confidential . Pasadena, MD

Resoponsibilities:

Maintained electronic and paper file systems
Performed bookkeeping in Quickbooks: enter transactions, generate reports
Interacted with customers via phone/email, responding to requests and directing calls
Assisted in creating sales appointments

Manager

Confidential - Millersville, MD

Resoponsibilities:

Recorded customer and party information in custom planning software
Directed employee actions to guarantee safety, cleanliness and customer satisfaction
Coordinated weekly personnel work schedule
Logged payroll for submission to the owner for confirmation