Alyssa Thomas
Bessemer,AL
Summary
Experienced in business and customer relations, self-directed professional with strong analytical problem-solving skills. Excellent project management, communication, and planning abilities. Successfully worked with IRA products and IRAdirect for over 5 years. Expertise in this field allows for effective navigation of intricacies of financial products, ensuring optimal outcomes for clients.
Overview
10
10
years of professional experience
Work History
Client Service Specialist
trustage/lpl
06.2024 - Current
- Answer phones, schedule appointments, and prepare materials for client meetings
- Keep client management systems up-to-date with client information
- Assist with information and documentation requirements for new accounts, transfers, and more
- Manage account activities that are operational in nature – new accounts, cash management, transfers, and account maintenance (e.g., periodic distributions, debits)
IRA Specialist
apco e cu
05.2023 - Current
- Provide IRA support to both front-line staff and credit union members over the phone
- Audit reports, paperwork, and keyed transactions for accuracy
- Handle complex items such as death claims
- RMDs, POAs, Estates, etc
- Lead IRA training classes via in person and Zoom for staff members
Deposit Service SPECIALIST
AMFIRST
11.2020 - 05.2023
- Provide IRA support to both front-line staff and credit union members over the phone
- File maintenance for IRA corrections, RMD notices, and elections
- Stayed up to date on compliance and regulations
- Audit reports for tax reporting
- Complete IRA incoming and outgoing transfer request
Savings Counselor
apco e cu
12.2014 - 11.2020
- Assisted members and branches with IRA, CDs, and new account questions or inquiries
- Audited new accounts opened by branch employees
- Set up Traditional, Roth, Coverdell and Inherited IRA Shares and Certificates
- Completed IRA incoming and outgoing transfer request
Education
B.S. - Consumer Science Family & Financial Planning
University of Alabama
Tuscaloosa, AL05.2024
SIE License -
FINRA
Birmingham, AL01.2024
Alabama Life and Health Insurance -
The University of Alabama
Tuscaloosa, AL01.2022
A.S. - Business Administration
Jefferson State Community College
Birmingham, AL 07.2021
Skills
- Collaborative Relationship Development
- Skilled in IRAdirect Usage
- Effective Time Management
- Adaptable Learner
- Proficient in Word
- Excel Proficiency
- Expertise in PowerPoint Design
- Strong Focus On Accuracy
Timeline
Client Service Specialist
trustage/lpl
06.2024 - Current
IRA Specialist
apco e cu
05.2023 - Current
Deposit Service SPECIALIST
AMFIRST
11.2020 - 05.2023
Savings Counselor
apco e cu
12.2014 - 11.2020
B.S. - Consumer Science Family & Financial Planning
University of Alabama
SIE License -
FINRA
Alabama Life and Health Insurance -
The University of Alabama
A.S. - Business Administration
Jefferson State Community College
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