Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jolene Vaskie

Taylor,PA

Summary

24 Years’ Experience Retirement Services- 15 years' experience Defined contribution 401k plans, 9 years' experience non-qualified annuity plans Resourceful Specialist offering expertise in problem-solving, data analysis and customer service.

Overview

23
23
years of professional experience

Work History

Senior Specialist

PRUDENTIAL FINANCIAL /EMPOWER
08.2000 - Current
  • Audit/Accounting- Records and Transactions
  • Quality Control-Reviewing transactions accuracy
  • Specialist- Processing and quality review of "at risk clients" and key clients-Multi Million Dollar Plans
  • · Specialist- Complex Plans-Highly Compensated Clients- Multi Million Dollar Plans
  • Communicate with client service to resolve issues for client accounts and internal procedures.
  • · Record Keeper, Apply Payments to Clients Accounts
  • Creating Distribution Payments- Accounts current and accurate, Taxes, Direct deposit-· Paying out funds.
  • Check Writing / Reporting- Reports W2 information and Direct Deposit- Send to Trust, process payments send to clients.
  • Monthly Reporting
  • SIS Payments /Manual and Automation – Creating In-service payments. - Paying out funds.
  • GIACT-System used to verify if Direct Deposit information accurate not fraudulent.
  • Proven ability to learn quickly and adapt to new situations.

Education

Business

Scranton High School
Scranton, PA
06.1993

Skills

  • Strong people skills
  • Determination
  • Microsoft Excel
  • Outlook
  • Teams
  • Zoom
  • Multi-tasking
  • Relationship Managers and Client Service
  • Customer service
  • Experience
  • Build relationships
  • Team player
  • Multitasking Abilities
  • Microsoft Word

Timeline

Senior Specialist

PRUDENTIAL FINANCIAL /EMPOWER
08.2000 - Current

Business

Scranton High School

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Jolene Vaskie