Francesca Bujosa-Wallach

- Responded to participant inquiries related to 401(k) account balances, fund transfers, and withdrawals.
- Administered account transactions while maintaining precision and compliance with company standards.
- Provided clear, empathetic communication to enhance client understanding and satisfaction.
- Managed high-volume inbound calls across multiple product lines.
- Supported clients from major accounts including Gannett, Nextera, Molson Coors, NCR Voyx & Atleos, Unilever, and Pfizer.
Key Achievement: Processed 401(k) “money in” and “money out” transactions efficiently while maintaining high accuracy.

- Educated plan participants on Health & Welfare benefits and 401(k) plans.
- Handled inbound calls, web chats, and emails, resolving inquiries quickly and professionally.
- Recommended financial solutions tailored to individual participant needs.
- Collaborated with peers to streamline communication and elevate service quality.
Key Achievement: Earned recognition for outstanding customer service and consistent client satisfaction scores.

• Processing of all money received from pledges, matching gifts, donations, and in-

kind gifts in Advance database.

• Managed donor database, maintaining accurate constituent records and preparing

reports for executive team as needed

• Provided timely and accurate data entry in both CRM System (Advance) and Billing

System (Finance Enterprise).

• Assisted in preparation of various reports pertaining to them Endowment Fund and

year-end Financial Statements.

• Used coordination and planning skills to achieve results according to schedule.

• Identified issues, analyzed information and provided solutions to problems.