NATASHA GOMES
Montclair,USA
Summary
Retirement Plan Operations Specialist supporting 165 employer-sponsored plans with approximately $800M in plan assets, with experience in client services, plan implementation support, benchmarking, and cross-functional coordination. Strong communicator with a background in relationship management, operational problem-solving, and retirement industry processes. Experienced working with advisors, plan sponsors, and recordkeepers in fast-paced environments. Seeking to leverage retirement industry knowledge and client-facing communication skills in a digital sales role with ADP Retirement Services.
Overview
5
5
years of professional experience
Work History
Retirement Plan Operations Specialist
RMR Wealth Builders, Inc.
Montclair, NJ
01.2024 - Current
- Support advisor and client meetings by preparing plan review materials, operational updates, and implementation documentation.
- Assist with retirement plan implementations, payroll integrations, and operational coordination between advisors, plan sponsors, and recordkeepers.
- Prepare benchmarking reports, pricing comparisons, and plan review materials to support advisor recommendations and client discussions.
- Communicate with plan sponsors, participants, and vendors regarding operational requests, plan changes, and retirement plan processes.
- Use Salesforce and internal systems to manage workflows, client interactions, and operational follow-up tasks.
On-Duty Manager
Cafe Amici
Wyckoff, NJ
01.2021 - 01.2024
- Supervised a team of 7 and managed daily operations in a fast-paced, customer-centric environment.
- Resolved customer concerns with professionalism and strong communication, contributing to repeat business and positive guest experiences.
- Trained new staff, delegated tasks, and maintained a productive, team-oriented environment.
- Demonstrated adaptability and problem-solving – directly transferable to sales activity goals and client engagement.
Education
B.S. - Business Administration, Management Concentration
Montclair State University
Montclair, NJA.S. - Business Administration
Bergen Community College
Paramus, NJSkills
- Client & Advisor Communication
- Relationship Management
- Retirement Plan Operations
- Cross -Functional Coordination Preparation
- Plan Implementation Support
- Benchmarking and Reporting Support
- Operational Problem-Solving
- Technical: Salesforce, Microsoft Office, Excel, PowerPoint, Zoom, Teams
- Languages: English (Native), Portuguese (Bilingual), Spanish (Working Proficiency)
- Licensing: Series 65 Candidate
Languages
English
Portuguese
Spanish
Timeline
Retirement Plan Operations Specialist
RMR Wealth Builders, Inc.
01.2024 - Current
On-Duty Manager
Cafe Amici
01.2021 - 01.2024
A.S. - Business Administration
Bergen Community College
B.S. - Business Administration, Management Concentration
Montclair State University