Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Kelly Murphy

Columbus

Summary

Professional Retirement Plan Specialist with industry knowledge and results-driven approach. Skilled in managing retirement plans, ensuring compliance, and providing exceptional client service. Strong collaborator with proven ability to adapt to changing needs and deliver solutions. Known for reliability, effective communication, and focus on achieving team goals.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Retirement Plan Advisor

Schneider Downs Wealth Management
01.2019 - Current
  • Retirement plan advisor, providing plan participant education and point of contact for plan sponsor.
  • Personal finance education and guidance to plan participants.
  • Point of contact for plan sponsor for recordkeeping due diligence and service.
  • Assist in team projects implementing and updating procedures.

Client Services Administrator

Cassady Shiller Wealth Management
01.2005 - 01.2019
  • Coordinate with 401K clients plan implementation and maintaining compliance, as well as discretionary clients and advisors in creating and navigating financials plans
  • Point of contact for Plan Sponsors and custodians for plan conversions, performing annual participant education meetings, and preparing client communication
  • Handle all incoming/outgoing money transactions for discretionary clients, execution of required trades
  • Own the client onboarding process and ongoing relationship maintenance
  • Communicate to advisors on transaction and account maintenance issues such as estate planning updates and recurring cash flow needs
  • Oversee the internal CRM database and assist with compliance procedures
  • Assist with new business opportunities for discretionary/non-discretionary clients
  • Served as primary point of contact for 401K clients and custodians
  • Obtained Life and Health Insurance License
  • Received Financial Para planner Qualified Professional designation, FPQP

Shareholder Services Representative

Integrated Fund Services
01.2004 - 01.2005
  • Answered incoming shareholder calls and provided impeccable customer service
  • Assessed client’s needs and executed financial transactions on their behalf
  • Distributed correspondence to existing and prospective shareholders

Registered Sales Assistant

Robert W. Baird & Co. Inc.
01.2000 - 01.2004
  • Fielded incoming client calls and resolved any outstanding issues
  • Executed trades per client/advisor instructions
  • Performed various duties including fielding client requests and supervising sales assistants
  • Onboarded new clients and drafted and distributed correspondence
  • Obtained Series 7 License

Education

Associate of Science - Business Administration

University of Cincinnati
Cincinnati, OH

Bachelor of Science - Financial Planning And Services

Franklin University
Columbus, OH
12-2022

Skills

  • Client Relations
  • Investments/Trading
  • 401k Plan Conversions & Rollovers
  • Life & Health Insurance
  • Client Correspondence
  • Financial Planning
  • Microsoft Office
  • Schwab Institutional Advisor Center
  • Moneyguide Pro
  • Envestnet/Tamarac Product Experience
  • Fidelity Connect (401k Platform)

Websites

Certification

  • Life & Health Insurance License
  • Series 7 (expired)
  • Financial Paraplanner Qualified Professional (FPQP)

Timeline

Retirement Plan Advisor

Schneider Downs Wealth Management
01.2019 - Current

Client Services Administrator

Cassady Shiller Wealth Management
01.2005 - 01.2019

Shareholder Services Representative

Integrated Fund Services
01.2004 - 01.2005

Registered Sales Assistant

Robert W. Baird & Co. Inc.
01.2000 - 01.2004

Associate of Science - Business Administration

University of Cincinnati

Bachelor of Science - Financial Planning And Services

Franklin University

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Kelly Murphy