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Jamice Edge
Boston,MA
Work Preference
Summary
Specialist in retirement operations with a strong foundation in administrative support and customer service. Experienced in handling complex distribution processes while ensuring compliance with IRS regulations. Effective communicator, skilled in disseminating critical information and maintaining operational efficiency.
Overview
15
15
years of professional experience
Work History
Retirement Operations Specialist
Commonwealth Financial
Waltham, Massachusetts
07.2024 - Current
- Handling the daily processing of retirement distributions, according to IRS regulations
- Responded to inquiries from Commonwealth advisors on retirement plans, ensuring accurate and timely information delivery
- Monitored and updated knowledge on laws and changes in the retirement landscape to ensure compliance and inform advisory practices
- Disseminated information on 401(k) and IRA/qualified plan guides through various channels, enhancing advisor knowledge and compliance
- Performing administrative duties related to retirement plans
Receptionist
Barton Gilman
Boston, Massachusetts
11.2022 - 07.2024
- Answered phones, routed calls to appropriate extensions or voicemail, and relayed urgent messages to ensure timely communication.
- Provided information to clients about the firm's offerings.
- Managed conference room scheduling and updated calendar book.
- Retrieved, sorted, and distributed daily mail; brought outgoing mail to mailbox; scheduled delivery services; accepted incoming hand deliveries and notified appropriate recipient.
- Maintained office supplies through weekly inventory, placed orders with W.B. Mason, and evaluated product costs to support budget management.
- Ensured operation of office equipment by completing preventative maintenance requirements and coordinating service/maintenance calls.
- Supported legal assistants and paralegals with edits, filing, and pleading indexes.
- Supported firm administrators with billing and various projects.
- Communicated telephone system problems to firm administrators for resolution.
Administrative Assistant
Lawyers Concerned for Lawyers
Boston, Massachusetts
05.2017 - 01.2022
- Facilitated communication by welcoming guests and answering inquiries.
- Answering phones, managing calendars, scheduling appointments, greeting clients and staff
- Provided secretarial and office support for clinicians, consultants, clients, and executive director, ensuring smooth operations
- Maintained general office appearance and coordinated with building maintenance.
- Plan, coordinate, and finalize details for all major events of the organization
- Planned and coordinated logistics for all major organizational events, enhancing attendee experience and engagement
- Maintained client database in Salesforce, improving data accuracy and accessibility for team members
- Maintained cleanliness of office space and coordinated maintenance requests with building staff.
Payroll Specialist (Contract)
Computershare
Canton, Massachusetts
12.2016 - 05.2017
- Managed workflow to ensure all payroll transactions are processed accurately and timely
- Reconciled payroll prior to transmission and validated confirmed reports
- Reconciled payroll prior to transmission and validated confirmed reports
- Reviewed taxation requirements for employer-paid benefits
- Addressed employer/employee inquiries regarding payroll issues, providing timely resolutions
- Processed and organized files received from HR for all companies.
Higher Education Coordinator (Contract)
Massachusetts Teachers Association
Quincy, Massachusetts
02.2016 - 11.2016
- Supported Director of Higher Ed in preparing reports, managing special projects, and developing programs to enhance educational initiatives
- Coordinated Higher Ed Division regional activities, managed calendar events, and maintained appointment records to ensure smooth operations
- Delivered comprehensive secretarial and administrative support, ensuring compliance with established procedures and policies
- Developed and organized a structured alpha/numeric filing system to improve document retrieval efficiency.
- Assisted with travel arrangements for the Director of Higher Ed and consultants.
Administrative Coordinator (Contract)
Liberty Mutual
Boston, Massachusetts
08.2015 - 01.2016
- Resolved administrative problems and addressed inquiries to ensure smooth operations
- Received and responded to correspondence; proofread, revised, and edited materials for clarity and accuracy
- Established, organized, and maintained files and records
- Performed duties related to maintaining one or more individual attorney schedules
- Greeted and directed visitors concerning activities and operations of department/division
- Sorted, screened, and distributed incoming and outgoing mail to maintain efficient communication flow
Administrative Coordinator (Contract)
Brandeis University
Waltham, Massachusetts
01.2015 - 07.2015
- Coordinated implementation of payroll using PeopleSoft to verify time and labor for 200 employees across five facility departments
- Streamlined filing process for invoices, labor, and facility documents to enhance accessibility and efficiency.
- Entered work orders using Maximo to accurately reflect workflow
- Resolved student, parent, and faculty concerns regarding dorms and offices
- Assisted with tagging inventory and identified stock to be tracked for obsolescence
Financial Aid Assistant
Massachusetts Bay Community College
Wellesley, Massachusetts
09.2013 - 09.2014
- Resolved inquiries from students, families, and faculty, ensuring accurate documentation for Financial Aid packages using PowerFaids and PeopleSoft software
- Organized and maintained confidential documents in compliance with college regulations to support efficient access and retrieval
- Facilitated office operations through various support tasks by organizing files and typing documents.
Administrative Assistant
University of Massachusetts Boston
Boston, Massachusetts
10.2011 - 05.2013
- Created form letters, labels and reports and utilized mail merge for distribution
- Created form letters, labels, and reports, utilizing mail merge for efficient distribution to enhance communication
- Answered and routed phone calls, taking messages to ensure timely communication and support
- Ordered stock to ensure availability of necessary materials for daily operations, office supplies, and distributed office supplies
Education
Associate's Degree - Business
MassachuseOs Bay Community College
Skills
- Retirement plan compliance
- Retirement plan administration
- Financial reporting
- PeopleSoft
- Microsoft Office
- Excel
- Word
- PowerPoint
- Access
- Administrative professional
- Office management
- Scheduling
- Meeting deadlines
- Fast-paced environment
- Customer service
- Communication skills
- Training
Timeline
Retirement Operations Specialist
Commonwealth Financial
07.2024 - Current
Receptionist
Barton Gilman
11.2022 - 07.2024
Administrative Assistant
Lawyers Concerned for Lawyers
05.2017 - 01.2022
Payroll Specialist (Contract)
Computershare
12.2016 - 05.2017
Higher Education Coordinator (Contract)
Massachusetts Teachers Association
02.2016 - 11.2016
Administrative Coordinator (Contract)
Liberty Mutual
08.2015 - 01.2016
Administrative Coordinator (Contract)
Brandeis University
01.2015 - 07.2015
Financial Aid Assistant
Massachusetts Bay Community College
09.2013 - 09.2014
Administrative Assistant
University of Massachusetts Boston
10.2011 - 05.2013
Associate's Degree - Business
MassachuseOs Bay Community College