Elijah Martinez
Farmington,UT
Summary
Accomplished Relationship Manager with a proven track record at National Benefit Services LLC, adept in business relationship cultivation and internal auditing. Excelled in enhancing client satisfaction through meticulous compliance and quality assurance, managing over 100 retirement plans annually. Demonstrates exceptional documentation review skills and a commitment to continuous improvement.
Overview
4
4
years of professional experience
Work History
Relationship Manager
National Benefit Services LLC
01.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Review client summaries for retirement plan year including non-discrimination testing, employer contribution calculations and 5500's (SF and Full Form)
- Maintain relationship and ensure the completion of work for the retirement plan administration of 100+ plans of various sizes during a year
Accounts Payable Clerk
Bedrosian Tile & Marble
08.2022 - 01.2023
- Maintained good working relationships with vendors and resolved disputes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Compliance Specialist
National Benefit Services LLC
10.2020 - 07.2022
- Completed Compliance and year end testing for defined contribution with and without safe harbor provisions
- Complete employer contribution calculations to the specification of clients which are in line with non-discrimination testing
- Review yearend data including client census and recordkeeping census for accuracy
Education
Bachelor of Arts - Economics
California State University, Fresno
Fresno, CA05-2019
Associate of Arts - Liberal Arts And Sciences
Palomar College
San Marcos, CA05-2016
Skills
- Business relationship cultivation
- Quality Assurance
- Internal auditing
- Paperless environments
- Documentation review
- Due diligence
- Consumer-related reporting
- Corrective action plans
Hobbies
Enjoys group activities which cultivate creative expression and requires clear communication for success.
Additional Information
Currently working on completion of QKA-1 and QKA-2 certifications.
Timeline
Relationship Manager
National Benefit Services LLC
01.2023 - Current
Accounts Payable Clerk
Bedrosian Tile & Marble
08.2022 - 01.2023
Compliance Specialist
National Benefit Services LLC
10.2020 - 07.2022
Bachelor of Arts - Economics
California State University, Fresno
Associate of Arts - Liberal Arts And Sciences
Palomar College
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