Mary Ann Riffey
Clearwater,FL
Summary
Dynamic Senior Distribution Analyst at PCS Retirement, LLC, recognized for enhancing operational efficiency and ensuring compliance with IRS guidelines. Proficient in Relius and Salesforce, I excel in quality assurance and training, leveraging strong analytical skills and attention to detail to streamline processes and resolve complex issues effectively.
Overview
17
17
years of professional experience
Work History
Senior Distribution Analyst
PCS Retirement, LLC
05.2009 - Current
Support the daily operations of the distributions team per FSG internal regulations and SEC and IRS guidelines. Conduct quality assurance for the work completed by level 1 team members and the offshore team.
- Responsible for reviewing and approving & quality assurance for level 1 Analyst transactions.
- Provide training for level one Analysts.
- Accurately process various distribution types including loans, excess contribution transactions and qualitifed domestic relations order transactions without errors.
- Reviews and prepares manual investment transactions to ensure timely disbursement of monies.
- Evaluate, approve and process retirement account requests from clients.
- Research historical activity of account related issues by interacting with various custodians and internal or external partners.
- Monitor the department email boxes, workload queues and Salesforce cases.
- Provide feedback regarding improvements to streamline existing processes and/or increase department efficiency.
- Have working knowledge of IRS rules regarding retirement accounts and tax codes via ongoing training courses, IRS publications and other reference material.
- Complete other duties and projects as assigned.
Education
General Studies
St. Petersburg College
Clearwater, FLSkills
- Experience with Relius, TSM and Salesforce
- Self-starter, highly motivated with ability to work independently with minimum instruction
- Strong attention to detail with an ability to multitask in a fast-paced environment
- Proficiency in Microsoft Office applications: Word, Excel, Power Point, Outlook and Access; keyboarfing proficiency, internet savvy and use of web-based systems
- Strong analytical foundation, sound judgement,and ability to solve complex problems
Timeline
Senior Distribution Analyst
PCS Retirement, LLC
05.2009 - Current
General Studies
St. Petersburg College