A highly energetic, independent, motivated administrator with extensive experience in running a Defined Contribution •••••K Plan. Proactive-problem solver with strong organizational, efficiency skills and the ability to meet objective deadlines. Provide excellent customer support and establish effective client relationships.
OBJECTIVE: To obtain an administrative position utilizing my Office Management, Human Resources and Finance experience.
SUMMARY: A highly energetic, independent, motivated administrator with extensive experience in running a Defined Contribution •••••K Plan. Proactive-problem solver with strong organizational, efficiency skills and the ability to meet objective deadlines. Provide excellent customer support and establish effective client relationships.
SKILLS: Knowledge of Microsoft Word, Microsoft Excel, Microsoft Power Point, Microsoft Outlook, Outlook Express and Corel.
EXPERIENCE: I.B.E.W Local Union 3 Savings and Investment •••••K Plan, White Plains, N.Y. •••••/3/••••• Office Administrator Electrical Union Administrator to the Board of Trustees for a Savings Investment Fund. Responsibilities include: • Administrator of a $••••• million Defined Contribution •••••K Plan, which consist of 2,••••• participants. • Liaison for the Accountant, Lawyer, Insurance Company and Investment Company. • Update the Summary Plan Description and all amendments to the plan. • Conduct a monthly meeting for the Board of Trustees and prepare minutes. • Administer loans, withdrawals, hardship distributions and rollovers according to IRS regulations. • Coordinate the compliance by the Department of Labor and IRS for the Non-Discrimination Test and •••••’s. • Run ••••• forms and the yearly Summary Annual Reports. • Process Qualified Domestic Relations Orders by the courts. • Administer participants’ personnel files, benefits and life insurance policies. • Provide phone support and one on one guidance to participants regarding their investment options. • Reconcile weekly contributions and wire money to the Investment Company. • Manage accounts payable and receivable. • Prepare all enrollment forms, documents, correspondence and calendars. • Ensure full participant’s satisfaction is achieved through quality and efficient service. • Create an environment that is organized, efficient, and results driven.
••••• Tru-Check Computer Systems Inc., New York, N.Y. (Subsidiary of Computer Outsourcing Service, New York, N.Y.) Computer Service Bureau
••••• Account Manager Managed and directed participant’s contributions.
Responsibilities included: • Manage and service an account consisting of 1,••••••••••K Plan participants. • Create and maintain participant’s data and financial contribution log. • Create and maintain vendor files • Deposit and transfer of participant’s contributions to appropriate selected investment funds. • Conduct weekly financial reconciliation’s. • Schedule and compile reports. • Run •••••R forms for members. • Company representative at clients’ monthly •••••K board meetings.
••••• ••••• Placement Payment Department Manager Managed a computerized reporting service department. •••••Responsibilities included: • Led and managed a staff of six employees. • Trained, developed, empowered and motivated staff. • Created an environment, that was organized, efficient and result driven. • Established clear department guidelines, which included procedures and practices. • Initiated performance reviews and implemented developmental plans. • Set-up new account files. • Prepared all documents and correspondences. • Provided customer service support for clients and representatives. • Maintained and reviewed client accounts on a computer database. • Compiled and distributed reports to clients and representatives. • Attended local and national vending conventions as a sales representative. • Organized information for the quarterly newsletter and wrote the articles•••••