Julian Castro
Lawrence,KS
Summary
Dynamic financial professional with proven expertise in retirement services, recognized for transforming complex challenges into effective solutions. Dedicated subject-matter expert consistently delivering value through a strong focus on process improvement and leadership. Committed to enhancing organizational performance while ensuring client satisfaction and compliance.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Financial Services Representative - Retirement
SS&C Technologies, Inc
04.2024 - Current
- Administering recordkeeping functions for defined benefit and defined contribution retirement plans.
- Processing transactions including contributions, distributions, exchanges, allocations, loans, QDROs, and ADP/ACP refunds.
- Collaborating directly with the clients, TPAs, and plan sponsors to problem-solve and manage escalations promptly
- Investigating and resolving DDA discrepancies
- Developing SOPs, training materials, and documentation for new processes and software tools.
- Remaining current on relevant IRS and ERISA regulations, policies, and best practices within retirement and financial industry.
Investor Services Representative II
SS&C Technologies, Inc
05.2019 - 04.2024
- Reviewed and responded to transaction requests and inquiries from shareholders and financial advisors
- Managed high-volume correspondence, ensuring timely responses and adherence to organizational standards.
- Maintained comprehensive knowledge of transaction requirements across multiple clients and an array of account types including IRAs, 529s, and ESAs.
- Oversaw quality assurance process, verifying accuracy and compliance of outgoing correspondence.
- Documented and showcased processes with potential for streamlining and automation to enhance operational efficiency.
Purchasing Assistant
Hutchinson Public Library
06.2014 - 11.2018
- Managed procurement processes for library materials, ensuring timely and cost-effective purchasing.
- Developed purchase orders and maintained accurate records in procurement software.
- Conducted inventory assessments to ensure accuracy of collection records and materials.
- Established and managed supplier and vendor relationships.
Reference Assistant
Hutchinson Public Library
11.2012 - 06.2014
- Assisted patrons in utilizing resources and accessing information using library catalog and databases.
- Maintained up-to-date knowledge of library collections, programs, and community resources for effective patron support.
- Solved complex research inquiries through extensive knowledge of print and digital resources available at the library.
- Assisted with mailings and interlibrary loans to facilitate flow of information and resources between libraries.
- Collected fees, fines and donations for balanced library finances.
Education
No Degree - Business Administration
Hutchinson Community College
Hutchinson, KS12-2021
Chartered Retirement Plans Specialist -
Kaplan
09-2025
Skills
- Retirement services
- Benefits administration
- Recordkeeping management
- Distributions oversight
- Loan administration
- QDRO processing
- Regulatory compliance
- Teamwork and collaboration
- Excellent communication
Accomplishments
- Reduced departmental processing errors by 16 percent by creating quality control tracker that provides critical insights into processor quality metrics and identifies training needs
- Designated as an "Automation Champion" for cross-team collaboration to showcase processes suitable for automation
Certification
Chartered Retirement Plans Specialist
Timeline
Financial Services Representative - Retirement
SS&C Technologies, Inc
04.2024 - Current
Investor Services Representative II
SS&C Technologies, Inc
05.2019 - 04.2024
Purchasing Assistant
Hutchinson Public Library
06.2014 - 11.2018
Reference Assistant
Hutchinson Public Library
11.2012 - 06.2014
Chartered Retirement Plans Specialist -
Kaplan
No Degree - Business Administration
Hutchinson Community College