Alyssa Decker
Chester,MD
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Administrative Coordinator
JM Pension Advisory, Inc.
01.2019 - Current
- Coordinate annual administration information gathering
- Evaluate information provided by clients for correctness
- Follow-up with unresponsive clients to ensure IRS deadlines are known and complied with
- Upload census and transaction data to FT Williams
- Download and prepare reports for clients once testing completed
- Prepare solo retirement plans Form 5500 as required by the IRS
- Confirm contributions, distributions, and earnings as reported by client
- Electronically file form 5500s and deliver receipts to clients
- Prepare form 8955-SSA, form 1099-R and Form 945 for clients as needed
- Electronically file with IRS using the FIRE system
- Prepare force-out and encouragement mailings for clients as requested
- Force-out participants after notification window passes
- Review and approve distributions across multiple custodian platforms
- Support Company President coordinating with Department of Labor on abandoned and orphaned plans
- Disburse benefits as they become available.
- Assisted management with special projects to complete all tasks by deadlines.
- Managed and maintained electronic and paper-based filing systems to keep essential documents and information easily accessible and organized.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
Executive Assistant
JM Pension Advisory, Inc.
10.2016 - 01.2019
- Accounts Receivable; prepare and log payments for deposit
- Accounts Payable; prepare and send payments
- Maintain company President’s schedule and schedule meetings and phone conferences
- Maintain office supply stock, order as required
- Serve as on-site IT point of contact
- Contact off-site IT technician as needed for service
- Provide excellent customer service
- Prepare and coordinate client mailings on a monthly and quarterly basis, as necessary
- Draft and send vital information to clients as required by ERISA provisions.
- Handled confidential and sensitive information with discretion and tact.
Administrator
Glenmont Heating & A/C, Inc.
11.2011 - 10.2016
- Responsible for public relations. Create original content for social media. Assist with ad design, maintain company newsletter & coordinate mailings.
- Provide excellent customer service. Schedule appointments; answer inquiries regarding pricing and scheduling.
- Assist construction coordinator with installation scheduling, function as customer contact for contract signings and questions on reports. Type and revise proposals for HVAC repairs & replacements.
- Share responsibilities of Accounts Receivable; receive payments and apply to outstanding invoices
- Maintain office supply stock, order as required
- Serve as on-site IT point of contact. Contact off-site IT technician as needed for service.
- Trouble-shoot issues with truck GPS tracking
- Verify working hours for employees, prepare payroll, and submit to accounting. .Maintain majority of Human Resources paperwork.
- Prepare letters of business and credit applications.
Education
Bachelor of Science - Geography
Salisbury University
Skills
Attention to Detail
Data Entry
Time Management
File Organization
Proficient in FT Williams
Project Management
Microsoft Office
Multitasking and Organization
Certification
Queen Anne’s County Notary Public, 06/09/2025
Timeline
Administrative Coordinator
JM Pension Advisory, Inc.
01.2019 - Current
Executive Assistant
JM Pension Advisory, Inc.
10.2016 - 01.2019
Administrator
Glenmont Heating & A/C, Inc.
11.2011 - 10.2016
Bachelor of Science - Geography
Salisbury University