Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
Retirement Plan Consultant
Definiti
2023.01 - Current
Maintain a designated number of 401(k) plans
Initiate and respond to basic client communications and inquiries.
Prepare compliance testing, financials, and IRS filings for assigned caseload.
Monitor adherence to industry regulations, ensuring timely reporting of any discrepancies or violations.
Retirement Plan Consultant
National Administration, Inc.
2022.03 - 2023.01
Provided exceptional customer service by addressing client inquiries promptly and accurately, maintaining high levels of satisfaction among existing clientele.
Analyzed client data to ensure accurate processing of import files, transactions, and reports.
Conducted comprehensive compliance reviews to ensure adherence to ERISA regulations and minimize risk exposure.
Implemented quality assurance measures, consistently maintaining high standards of service delivery.
Estimator
Cook And Boardman, Inc.
2021.08 - 2022.03
Used specialized software to create estimates quickly and accurately and make estimates easily understandable and shareable.
Gathered cost and material data for accurate and up-to-date information on material and labor costs.
Calculated labor hours accurately based on trade-specific productivity rates, leading to more realistic project timelines and work plans.
Estimator
Quality Stone Veneer
2016.08 - 2020.03
Increased project accuracy by diligently reviewing specifications, drawings, and other documentation.
Gathered cost and material data for accurate and up-to-date information on material and labor costs.
Store Manager
Uncle Bob's Self Storage
2010.08 - 2016.02
Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
Managed inventory control, cash control, and store opening and closing procedures.
Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
Guest Services
Savvy Salon Day Spa
2009.08 - 2010.08
Worked closely with guest services associates to ensure seamless coordination between salon, spa, and guest services.
Provided exceptional guest services by attentively listening to client preferences and delivering customized solutions accordingly.
Maintained cleanliness of work space, retail product space, and guest services stations.
Retirement Plan Administrator
Colton, Groome & Company
2002.01 - 2010.08
Reviewed and updated plan documents regularly, maintaining accuracy and compliance with changing regulations.
Managed annual compliance testing and resolved any issues in a timely manner, ensuring regulatory adherence.
Conducted thorough audits of plan data to identify discrepancies and implement necessary corrections swiftly.
Education
Bachelor of Science - Special Education
Northern Illinois University
Dekalb, IL
Skills
Continuous learning mindset
Plan Administration Proficiency
Attention to Detail
Financials Analysis
Timeline
Retirement Plan Consultant
Definiti
2023.01 - Current
Retirement Plan Consultant
National Administration, Inc.
2022.03 - 2023.01
Estimator
Cook And Boardman, Inc.
2021.08 - 2022.03
Estimator
Quality Stone Veneer
2016.08 - 2020.03
Store Manager
Uncle Bob's Self Storage
2010.08 - 2016.02
Guest Services
Savvy Salon Day Spa
2009.08 - 2010.08
Retirement Plan Administrator
Colton, Groome & Company
2002.01 - 2010.08
Bachelor of Science - Special Education
Northern Illinois University
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