Jasmine Barrett
Houston
Summary
Retirement Plan Specialist with 7+ years of experience in partnering with Internal resources to ensure a positive employee experience relating to retirement plan benefits. A results-driven and detail-oriented specialist with proven ability to identify problems and inefficiencies to improve productivity and streamline processes.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Distribution Specialist
Slavic401K
06.2023 - 06.2025
- Processed retirement funds and maintenance on Defined Benefit/ Cash Balance accounts
- Performed Fund Transfers, Rollovers and Pension Estimates
- Reconciled daily for cash balance accounts for quarterly statements
- Reviewed and quality checked work items that come through a presorted queue.
- Assisted hundreds of retirement account participants with various account tasks utilizing Relius, AWD, Omni and service request system.
- Processed 100+ payment-to-self, plan/contract termination, direct/in-direct rollover, and combination distributions in the first week in position.
- Reviewed Roll-over, Roth, IRAs, and 401k plans to ensure they are qualified under IRS and plan guidelines and regulations.
- Reviewed and processed hardship claims based on plan rules and regulations.
- Detailed knowledge and research of client assets and goals.
- Delivered and transmitted all plan data for the requisite annual reporting and compliance testing.
- Responded to the incoming participant, plan sponsor, financial professional, and third party inquiries by phone and email.
- Trained in IRS regulations
Client Relations Manager
JAYKAY WEALTH ADVISORS
Houston
11.2021 - 03.2023
- Client and Prospective First Point of Contact
- Schedules client review meetings on a quarterly and as needed basis
- Arranges prospective client appointments
- Answers incoming phone calls and greets clients/prospects when they visit office
- Marketing Communications on Monthly Basis
- Prepares and sends birthday letters, client update emails, and thought leadership
- Organizes seminars, webinars, special events for clients/prospects and networking opportunities with professional network (CPAs, attorneys, etc).
- Maintains social media channels and website
- Client Service Requests and Compliance
- Provides requested documents to clients, CPAs or other professionals
- Trouble shoots technology issues for clients
- Follows up on client service requests and insurance policies
- Prepares compliance forms for client meetings
- Office Administration and Database Maintenance
- Maintains client information on Redtail/Gorilla CRM systems
- Manages office filing system in Docupace
- Sends documents (by fax or email) and prepares overnight packages
Plan Service Specialist
BOK FINANCIAL/BANK OF TEXAS
Houston
03.2019 - 04.2021
- Performs all daily activities specific to each retirement plan including reconciliation, allocation of participant and employer contributions, loan payments, income, forfeitures and fees using Relius and AWD systems.
- Manages all requests pertaining to clients discontinuing service and/or terminating their 401(k) plans and managing Force-outs.
- Independently perform compliance and nondiscrimination testing, including ADP/ACP.
- Update vesting in Relius, ensuring compliance with plan design and regulatory standards.
- Issues new loans and distributions.
- Produces and quality controls reporting and participant statements.
- Assigned 18 24 plans.
- Researches and resolves any cash or asset exceptions.
- Reconciles plans weekly.
- Create efficiencies for processing to help implement ways to better meet the needs of our clients.
- Re amortizes participant loans.
- Responds to requests from internal auditors.
- Assists other specialists in order to provide efficient processing to meet our service level agreements.
- Back up for one or more Specialists to ensure cross coverage and plan knowledge to better assist in daily processing.
- Identifies issues, tracking and reporting progress to department manager.
Financial Advocate
AIG (AMERICAN INTERNATIONAL GROUP)
Houston
12.2015 - 04.2018
- Answer customer telephone calls regarding existing retirement accounts in call center environment
- Make requested policy and account changes
- Respond to questions and concerns about service, and escalate calls appropriately
- Consult with clients and financial advisors to elevate needs and determine best options
- Upgrade service and offer additional service packages or options
- Consistently improve customer satisfaction
- Assists other specialists in order to provide efficient processing to meet our service level agreements and also to maintain familiarity with other team members' processing requirements.
- Back up for one or more Specialists to ensure cross coverage and plan knowledge to better assist in daily processing.
- Identifies issues, tracking and reporting progress to department manager.
- Assist with Technical support (Logging into online accounts, merging applications together, also assist with email issues)
- Analyze application data to assess performance and uncover problems
- Operate building switchboard directing calls to the correct location
- Answered customer inquiries, took messages or transferred calls as needed
Quality Assurance Analyst
LTD FINANCIAL
Houston
03.2015 - 09.2015
- Participates in design of call monitoring formats and quality standards
- Performs call monitoring and provides trend data to site management team
- Uses quality monitoring data management system to compile and track performance at team and individual level.
- Performs monitors of customer care email responses.
- Participates in customer and client listening programs to identify customer needs and expectations
- Provides actionable data to various internal support groups as needed
- Coordinates and facilitates call calibration sessions for call center staff
- Provides feedback to call center team leaders and managers
- Prepares and analyzes internal and external quality reports for management staff review.
Benefits Administrator
MARSH & MCLENNAN
Houston
08.2015
- Answer customer telephone calls regarding health and welfare benefits during Open Enrollment
- Respond to telephone inquiries and complaints using standard scripts and procedure
- Communicate appropriate options for resolution in a timely manner
- Monitors priority of calls, shift escalation calls to assure resolution to problems
- Enroll clients in open enrollments benefits/life event and make applicable changes to plan
- Troubleshooted and resolved application issues that escalated from end users.
- Supported employees with troubleshooting assistance
Education
Present - Business
Kaplan University
08.2025 - 10.2025
High School Diploma -
Cypress Creek High School
Cypress, TexasSkills
- Adobe Acrobat
- AS400
- Siebel
- Microsoft Office
- Redtail CRM
- Relationship Management
- Relius
- CRM Software
- Customer Relationship Management
- Customer retention
- Wealth management
- Customer service
- Asset management
- Pension Pro
- Customer support
- Communication skills
- Typing
- Employment & labor law
- Conflict management
- Live chat
- Sales
- Financial analysis
- Data reconciliation
- Project management
- Compliance management
- Relationship building
- Regulatory knowledge
- Presentation skills
Personal Information
Certification
Certified Anti-Money Laundering Specialist
Timeline
Present - Business
Kaplan University
08.2025 - 10.2025
Distribution Specialist
Slavic401K
06.2023 - 06.2025
Client Relations Manager
JAYKAY WEALTH ADVISORS
11.2021 - 03.2023
Plan Service Specialist
BOK FINANCIAL/BANK OF TEXAS
03.2019 - 04.2021
Financial Advocate
AIG (AMERICAN INTERNATIONAL GROUP)
12.2015 - 04.2018
Benefits Administrator
MARSH & MCLENNAN
08.2015
Quality Assurance Analyst
LTD FINANCIAL
03.2015 - 09.2015
High School Diploma -
Cypress Creek High School