Joshua David
North Richland Hills,TX
Overview
6
6
years of professional experience
Work History
Health Savings Account Specialist II
Fidelity Investments
06.2023 - Current
- Manage Account Data: Input and update account holder information into HSA management systems, ensuring that all data is accurate and up-to-date.
- Assist with Open Enrollment: Support HSA-related open enrollment periods, explaining their options, and answering questions about HSA programs offered through their employer.
- Account Maintenance: Monitor and maintain existing accounts, including updating account holder information and ensuring all contributions, withdrawals, and transfers are processed correctly.
Financial Associate II - DC/DB(CST 23)
Fidelity Investments
08.2021 - 06.2023
- Enrollment and Eligibility Management: Administer the process of enrolling employees into pension plans, ensuring that only eligible employees are enrolled and that they receive the correct information about the plan’s terms and benefits.
- Benefit Calculations: Accurately input pension benefits for employees based on their salary, service years, and plan type. This includes retirement and survivor benefits.
- Data Entry and Updates: Ensure that changes in participants' employment indicative data is accurately recorded and reflected in the system.
Valet Parking Supervisor
Jack Boles Services
11.2018 - 03.2020
- Inventory Management: Input and register vehicle information within computer system for customer vehicle check in and check out.
- Oversee System Operation: Ensured valet parking management software is operating effectively. This may include overseeing tools that track guest vehicles, manage ticketing, and handle payment processing.
- Maintained safe and secure parking environment by enforcing strict adherence to safety policies and procedures.
- Supervise Valet Attendants: Lead and managed valet team, ensuring they perform their duties efficiently, professionally, and with high level of customer service.
Education
Bachelor of Science - Management Information Systems
Bellevue University
Bellevue, NE12-2026
High School Diploma -
Northwest High School
Justin, TX06.2010
Skills
- Organization and Time management
- Data Analysis
- Strong attention to details
- Teamwork and collaboration
- Strong Written and Verbal Communication
- Problem Solving and Critical Thinking
- Team Collaboration
- Adaptability
Timeline
Health Savings Account Specialist II
Fidelity Investments
06.2023 - Current
Financial Associate II - DC/DB(CST 23)
Fidelity Investments
08.2021 - 06.2023
Valet Parking Supervisor
Jack Boles Services
11.2018 - 03.2020
High School Diploma -
Northwest High School
Bachelor of Science - Management Information Systems
Bellevue University