Democritos Naselaris
Rochester,NY
Summary
Accomplished Senior Transaction Management Specialist with a proven track record at Paychex, Inc, excelling in optimizing client 401(k) asset management through expert use of HRIS and SunGard platforms. Renowned for a very analytical mindset and exceptional communication skills, significantly enhancing client satisfaction. Skilled in Microsoft Access and Excel, and adept at leading training sessions for new hires.
Overview
23
23
years of professional experience
Work History
Senior Transaction Management Specialist
Paychex, Inc
06.2009 - Current
- Trade client 401(k) assets to their respective money managers.
- Facilitate and execute Fund Changes, including mergers, acquisitions and closures.
- Work closely with other teams to process trades accurately and efficiently.
- Help to train newer representatives during their onboarding process.
- Collect, arrange, and input information into multiple database system.
- Optimize customer experience by delivering superior services and effectively troubleshooting issues.
Client Asset Management Specialist
Paychex, Inc
04.2006 - 06.2009
- Processed money manager changes based on client preferences.
- Traded client rollover, profit sharing and Sole Proprietor checks.
- Ensured clients were in compliance based on 401(k) regulatory rules.
New Case Specialist
Paychex, Inc
09.2002 - 04.2006
- Assisted new clients via phone queue to help get them setup with their 401(k) services.
- Confirmed consultative reports and test results.
- Performed routine data entry and document management to ensure compliance with regulations.
Education
Bachelor of Science - Information Science
University At Albany
Albany, NY05-2002
Skills
- Proficient in Microsoft Access, Excel and other suites
- Experienced with HRIS and SunGard trading platforms
- Use Salesforce to submit, analyze and complete internal projects
- Very analytical mindset with strong written and verbal skills to ensure client satisfaction
Languages
English
Full Professional
Greek
Professional Working
Timeline
Senior Transaction Management Specialist
Paychex, Inc
06.2009 - Current
Client Asset Management Specialist
Paychex, Inc
04.2006 - 06.2009
New Case Specialist
Paychex, Inc
09.2002 - 04.2006
Bachelor of Science - Information Science
University At Albany
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