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, PA06.1993
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