Alyssa Key
Corpus Christi,TX
Summary
Results-driven leader with extensive experience in implementing and managing Company Sponsored Retirement Plans that promote growth for business owners and plan participants, focusing on enhancing operational efficiency. Expertise includes financial management and client relations, backed by a strong commitment to fostering collaboration and leading motivated teams. Detail-oriented and highly organized, adept at managing multiple complex projects simultaneously while ensuring accuracy and compliance with regulatory requirements. Proven ability to adapt to evolving client needs and deliver impactful retirement planning solutions that support long-term success.
Overview
14
14
years of professional experience
Work History
Chief Operating Officer
Admin316
Corpus Christi, TX
11.2017 - Current
- Monitored office workflow and administrative processes to keep operations running smoothly.
- Spearheaded successful business development initiatives aligned with company's strategy and core competencies.
- Provided documentation of processes to comply with regulations and company policies.
- Negotiated new annual contracts and service agreements with vendors to achieve prime pricing.
- Assessed performance management structures and implemented enhancements to improve frameworks and strengthen results.
- Led change and transformation across business areas to deliver benefits and align company resources.
- Aligned department vision, goals and objectives with company strategy to achieve consistently high results.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Devised processes to boost long-term business success and increase profit levels.
- Fostered work culture of collaboration and inclusion to increase morale and reduce turnover.
- Collected confidential financial information from clients to construct comprehensive financial plans.
- Evaluated service contracts and collaborated with legal counsel on negotiated improvements.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Hired and directed teams to achieve daily and long-term operations and business goals.
- Worked closely with organizational leadership and board of directors to strategically affect operational direction.
- Delegated assignments based on plans, project needs and knowledge of individual team members.
- Assisted with creation of marketing strategy and advertising initiatives used to promote company to community members.
- Trained and managed team of developers and discussed issues to provide resolution and apply best practices.
- Provided business process re-engineering recommendations to achieve successful account conversion.
- Applied implementation process methodology to advance business objectives.
- Provided exceptional counseling, case management, education and job training to diverse client base.
- Refined organizational structure to consolidate, streamline and delineate necessary functions.
- Developed quarterly business plans to evaluate cost projections.
- Negotiated and drafted contracts with business partners, clients and vendors.
- Led recruitment and development of strategic alliances to maximize utilization of existing talent and capabilities.
- Oversaw business-wide changes to modernize procedures and organization.
- Spearheaded change management and strategic turnaround for company during significant restructuring and downsizing.
- Managed divisional marketing, advertising and new product development.
- Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
- Fostered a culture of continuous improvement through training and mentorship programs for staff.
- Engaged with advisors to build and maintain a robust book of business.
- Achieved successful project outcomes by leading teams in retirement plan administration and onboarding initiatives. Drove collaboration among team members to enhance project efficiency. Supported new employees in their onboarding journey, resulting in improved integration into the company.
Retirement Plan Administrator
Admin316
Corpus Christi, TX
11.2017 - Current
- Administer retirement plans, ensuring compliance with regulatory requirements and organizational policies.
- Coordinate participant communications, enhancing understanding of plan features and benefits.
- Evaluate vendor performance, recommending improvements to enhance service delivery and client satisfaction.
- Lead annual audits of retirement plans, identifying areas for compliance enhancements and risk mitigation.
- Mentor junior staff on best practices in retirement plan administration and regulatory adherence.
- Develop training materials for new employees on retirement plan systems and procedures.
- Collaborate with cross-functional teams to implement strategic initiatives improving operational efficiency in plan administration.
- Implemented efficient tracking systems for monitoring participant contributions, loans, distributions, and vesting statuses accurately.
- Served as a trusted resource for colleagues seeking advice on complex technical matters related to retirement planning.
- Facilitated smooth integration between recordkeeping platforms by coordinating migrations or system upgrades diligently.
- Leveraged advanced analytical tools for evaluating plan performance against benchmarks or peer groups consistently.
- Provided expert guidance during the development of new retirement products or services tailored to specific market segments.
- Coordinated seamless transitions during plan conversions or mergers, minimizing impact on participants.
- Conducted participant outreach campaigns to increase awareness of available resources and tools for informed decision making.
- Enhanced retirement plan offerings by researching and implementing new strategies to meet client needs.
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Assisted in employee education sessions, promoting understanding of retirement benefits and enrollment procedures.
- Reconciled HSA, FSA and 401K elections against vendor records and reported weekly demographic changes to HR, payroll and 401K vendor.
- Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.
- Review and process contributions, distributions, and loans to maintain accurate account records.
- Proactively stayed abreast of industry trends and legislative changes, ensuring accurate interpretation and timely implementation within client plans.
- Worked closely with payroll teams to ensure accurate calculation and remittance of employee deferrals and employer contributions.
- Conducted thorough audits of plan data to identify discrepancies and implement necessary corrections swiftly.
- Maintained open lines of communication with clients, providing prompt responses to inquiries and concerns regarding their retirement plans.
- Oversaw multiple teams within the organization, starting with a small group of 5 and expanding to include management responsibilities across all departments. Led initiatives to enhance collaboration and efficiency.
- Oversaw the conversion process of retirement plans from one record keeper to another. Managed the successful transition of more than 100 retirement plans. Coordinated with stakeholders to enhance operational efficiency during plan conversions.
- Led presentations to prospective clients, focusing on service implementation with Admin316 to optimize client conversion. Advocated for the integration of additional vendors to expand service capabilities. Collaborated with new business team to identify and pursue growth opportunities.
- Collaborated with auditors to facilitate thorough retirement plan audits, ensuring regulatory adherence.
Client Service Representative
Admin316
Corpus Christi, TX
09.2015 - 11.2017
- Managed client accounts, ensuring accurate information and timely updates for all Plan Sponsors and Plan Participants.
- Collaborated with cross-functional teams to streamline communication and enhance service delivery.
- Executed the handling of sensitive client information with a focus on discretion and strict adherence to confidentiality protocols.
- Maintained a composed and professional demeanor to effectively address customer needs during challenging circumstances.
- Led initiatives to optimize workflows, resulting in enhanced efficiency within the client service department.
- Implemented solutions that improved response time, increasing overall customer satisfaction ratings.
- Handled incoming calls, ensuring clients received accurate and immediate responses to inquiries about products and services.
- Fostered strong client connections by engaging in proactive communication and regularly assessing satisfaction levels.
- Delivered exceptional service to a large customer base each day, prioritizing customer satisfaction and fostering a welcoming environment.
- Developed a comprehensive documentation system for client interactions, ensuring clarity of client needs and improving team collaboration.
- Supported execution of plan document implementation to ensure alignment with organizational objectives.
- Analyzed and presented strategic plans to plan sponsors, focusing on maximizing performance and participation effectiveness.
- Review and process contributions, distributions, and loans to maintain accurate account records.
- Coordinated compliance testing efforts to enhance plan management and adherence to standards.
- Executed retirement plan management processes, ensuring alignment with regulatory standards and organizational guidelines.
- Collaborated with financial advisors to provide comprehensive support for clients'' retirement plans.
- Proactively stayed abreast of industry trends and legislative changes, ensuring accurate interpretation and timely implementation within client plans.
- Developed and implemented tracking systems to ensure accurate monitoring of participant contributions and loan distributions.
- Worked closely with payroll teams to ensure accurate calculation and remittance of employee deferrals and employer contributions.
- Continually improved operational processes through regular reviews and adoption of industry best practices.
- Conducted thorough audits of plan data to identify discrepancies and implement necessary corrections swiftly.
- Streamlined the administration process for plan participants, leading to increased satisfaction rates.
- Managed annual compliance testing and resolved any issues in a timely manner, ensuring regulatory adherence.
- Developed customized reports to present key performance metrics for management review.
- Reviewed and updated plan documents regularly, maintaining accuracy and compliance with changing regulations.
- Maintained open lines of communication with clients, providing prompt responses to inquiries and concerns regarding their retirement plans.
- Facilitated employee understanding of 403b plans by responding to inquiries about enrollment processes, plan changes, and contribution amounts.
- Monitored 401k eligibility criteria and facilitated enrollment and management of comprehensive retirement and financial benefits programs.
- Supported strategic planning and rollout of various employee benefits programs, ensuring alignment with organizational goals.
Cashier Team Lead
H-E-B Grocery
Corpus Christi
05.2012 - 06.2015
- Trained team members on cash register operation and cash handling.
- Quickly and accurately counted drawers at start and end of each shift.
- Communicated with customers and team members to solve problems.
- Operated POS cash register and equipment to collect payments.
- Led opening and closing procedures and conducted cashier drops, cash control, and vault monitoring.
- Controlled merchandise zoning and monitored compliance with merchandising guidelines.
- Interpreted and enforced operating instructions, procedures and safety rules.
- Monitored areas for security issues and safety hazards.
- Supervised cashiers to boost customer service levels, check accurate balance for transactions, and promote smooth operations.
- Worked extra shifts during busy periods and covered for call-in employees to maintain service levels.
- Performed store opening, closing and shift-change actions and kept accurate shift-change logs.
- Received and processed customer payments.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
- Increased customer loyalty and retention.
- Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Educated employees on register use, merchandising and customer service.
- Checked identification for proof-of-age for alcohol and tobacco sales.
- Resolved escalated customer disputes with special actions such as discounts.
- Mentored new team members on POS system operation, customer service strategies and sales goals.
- Analyzed purchases for signs of fraud.
Education
No Degree - Psychology
Texas A&M University - Corpus Christi
Corpus Christi, TX08.2026
Skills
- Contract Negotiation
- Operations Administration
- Financial Oversight
- Executive Leadership
- Business Administration
- Operational Oversight
- Acquisition Integration
- Process Improvement
- Business Development
- Plan Participant Education
- Recruitment and Retention
- Benefits Administration
- Budget Administration
- Project Oversight
- Approachable and Outgoing
- Human Resource Information System (HRIS)
- Audit support
- Vendor relationship management
- Preparation of Form 5500
- Document analysis
- Distributions oversight
- Department of labor regulations
- Contribution processing
- QDRO processing
- Employee communication
- Participant education
- Retirement plan design
- Time management
- Problem-solving
- Attention to detail
- Leadership skills
- Multitasking
- Excellent communication
- Critical thinking
- Compliance testing
- Distribution processing
- Assistance with hardship withdrawal processes
- Effective sales techniques
- website design and implementation
- SEO strategy development
Timeline
Chief Operating Officer
Admin316
11.2017 - Current
Retirement Plan Administrator
Admin316
11.2017 - Current
Client Service Representative
Admin316
09.2015 - 11.2017
Cashier Team Lead
H-E-B Grocery
05.2012 - 06.2015
No Degree - Psychology
Texas A&M University - Corpus Christi