Detail-oriented Administrative Assistant with over 7 years of experience in customer service, technical support, and office administration. Proven ability to manage complex schedules, develop training materials, and implement new programs such as IRA and HSA offerings. Skilled in coordinating cross-functional teams, troubleshooting technical issues, and maintaining accurate records. Recognized for strong communication, multitasking, and problem-solving abilities. Eager to leverage diverse experience to contribute to a dynamic administrative team.
Certified IRA Specialist (CIS)
Ascensus
Demonstrated proficiency in IRA operations, including contributions, distributions, rollovers, and beneficiary claims. Successfully completed Ascensus' IRA University program, equipping me with comprehensive knowledge to manage and administer IRA accounts effectively.
Certified Health Savings Professional (CHSP)
Ascensus
Achieved the CHSP designation by completing Ascensus' HSA University program, which included comprehensive training on HSA establishment, contributions, distributions, reporting, and portability. This certification underscores a deep understanding of HSA regulations and compliance, setting an industry standard in HSA expertise. The program culminated in a rigorous examination, reinforcing proficiency in HSA administration and best practices.