Ann Waterhouse
Port Charlotte,Florida
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
17
17
years of professional experience
Work History
Payroll Account Administrator
Phoenix Payroll Solutions
Punta Gorda, FL
12.2024 - Current
- Accurate and timely processing of all assigned payrolls
- PEO/ASO outsourcing experience
- Day-to-day payroll maintenance, including accurate and timely processing of payroll entries, garnishments, direct deposit information, and employee set-ups
- Establishes and maintains positive client working relationships; successfully contributes to high client satisfaction and client retention
- Assist with all new hire paperwork processing or electronic onboarding issues
- Provides support and training to clients and employees regarding payroll software and general payroll needs
- Review invoices and add charges for other one-off items
- Maintains confidentiality of all client and employee information
- Maintain knowledge of current federal, state, and local legislation
- Maintain an organized workflow with an ever-evolving priority list.
Retirement Account Administrator
Alerus Financial
Grand Forks, ND
09.2022 - 12.2024
- Proactively manage assigned client relationships to achieve or exceed client service satisfaction
- Develop and maintain positive working relationships and open lines of communication with internal and external clients
- Keep Manager/Supervisor informed of sensitive issues and proactively work with Business Advisor or Retirement Specialist to retain key clients and assets
- Involve Manager/Supervisor as needed to resolve technical, service, and compliance issues to ensure client satisfaction without jeopardizing regulatory requirements and service standards
- Assist in client feedback efforts and work with BARS/RS to identify and resolve any service issues as well as meet long-term client needs
- Meet service standards
- Timely response to internal and external inquiries
- Monitor receipt of client’s census information to prioritize completion of compliance tests and/or Form 5500 reporting for an assigned set of plans
- Understand and interpret plan document and contract provisions and apply experience and judgment to situational problem resolution
- Ensure that appropriate compliance tests are accurate and completed within standards
- Ensure Form 5500 and Summary Annual Report is accurate and completed within standards
- Identify changes/amendments needed to documents due to client requests.
Payroll Account Administrator
Alerus Financial
Grand Forks, ND
11.2021 - 09.2022
- Process payroll for several clients
- Manage assigned client relationships to achieve or exceed client service satisfaction
- Follow in depth procedures for each client based on individual client needs
- Follow strict timelines for processing turn around times based on client schedules
- Process and document employee changes per client requests
- Problem solves and answers client payroll questions
- Pulling and creating reports upon client request
- Review and enter new employee information as needed.
District Payroll Specialist
Hudson School District
Hudson, WI
10.2007 - 11.2021
- Create and process in house semi-monthly payrolls for 1000+ employees
- Process tax payments to WI and Federal along with all monthly, quarterly and end of the year reporting
- Create and submit annual W-2s, tax filing in a timely manner
- Work with budgeting and balance sheets
- Problem solves and answers employee payroll questions
- Hands on knowledge of both HR and Payroll
- Reports and maintains the Districts Workers Compensation information
- Handle confidential information on a daily basis
- Oversee the day-to-day processing of payroll for 1000+ employees, including review of electronic timesheets and computing pay in accordance with FLSA
- Assists with auditing and responding to company accountants
- Administer company's retirement plans
- Pulling and creating internal reports as requested
- Processed gross pay, state and federal tax withholding, social security, Medicare and other deductions for all employees.
Education
Bachelors in Business Administration -
Skills
- Payroll Processing
- Customer Communication
- Bank Reconciliation
- Account Management
- Customer Service
- Compliance requirements
- Forecasting abilities
- Excellent communication skills
Personal Characteristics
- Excellent written/oral communication
- Work independently and set priorities
- Assist in problem resolution as well as developing technical skills of others
- Interpret documents and resolve technical problems.
- Available to work overtime to cover peak workloads and other business needs
- Demonstrated ability to identify and problem solve complex situations
- Fluent in Google and Microsoft Products
- Software’s include PROSoftware, Evolution, Kronos, Skyward, PeopleSoft
Timeline
Payroll Account Administrator
Phoenix Payroll Solutions
12.2024 - Current
Retirement Account Administrator
Alerus Financial
09.2022 - 12.2024
Payroll Account Administrator
Alerus Financial
11.2021 - 09.2022
District Payroll Specialist
Hudson School District
10.2007 - 11.2021
Bachelors in Business Administration -
Similar Profiles
Tara HallTara Hall
Administrative Assistant at Phoenix Payroll ServiceAdministrative Assistant at Phoenix Payroll Service
Kellie TraynomKellie Traynom
Owner/CEO at B2B Payroll & HR Solutions LLCOwner/CEO at B2B Payroll & HR Solutions LLC
Richie JohnsonRichie Johnson
Senior Safety Engineer at Honeywell Technology Solutions (DTL Payroll)Senior Safety Engineer at Honeywell Technology Solutions (DTL Payroll)