Clem Surmons
San Antonio,TX
Summary
Dynamic professional with a strong background in benefits administration and compliance, honed at Capital Group. Proven ability to enhance operational efficiency and ensure regulatory adherence. Skilled in financial analysis and vendor relationship management, with a commitment to fostering team collaboration and achieving organizational goals.
Overview
12
12
years of professional experience
Work History
Retirement Plan Administrator
Capital Group
09.2021 - Current
- Assisted in processing retirement plan transactions and maintaining participant records.
- Supported compliance efforts by monitoring regulatory updates and ensuring adherence to guidelines.
- Learned retirement plan systems and tools for effective administration and reporting tasks.
- Collaborated with team members to resolve participant inquiries regarding plan details and benefits.
Gym Owner
Ten Arrows Fitness
09.2014 - 09.2021
- Developed and implemented innovative fitness programs to enhance member engagement and retention.
- Managed daily operations, ensuring seamless facility management and superior customer service experiences.
- Oversaw hiring and training processes, cultivating a skilled team dedicated to client success.
- Analyzed financial performance metrics, optimizing budget allocations for equipment and marketing strategies.
Compliance Coordinator
Alliance Bernstein Investor Services
01.2014 - 12.2019
- Led compliance audits to ensure adherence to regulatory standards and internal policies.
- Developed training materials for staff on compliance regulations and best practices.
- Coordinated communication between departments to streamline compliance processes and resolve issues.
- Implemented monitoring systems to track compliance-related activities and improve reporting accuracy.
Education
High School Diploma -
Tallwood High School
Virginia Beach, VANo Degree - Business Management
Western Governors University
Salt Lake City, UT03-2027
Skills
- Benefits administration
- Audit support
- Vendor relationship management
- Financial analysis proficiency
- Recordkeeping management
- IRS reporting requirements
Timeline
Retirement Plan Administrator
Capital Group
09.2021 - Current
Gym Owner
Ten Arrows Fitness
09.2014 - 09.2021
Compliance Coordinator
Alliance Bernstein Investor Services
01.2014 - 12.2019
High School Diploma -
Tallwood High School
No Degree - Business Management
Western Governors University