Noah Barber
Dallas,TX
Summary
Motivated professional in the Retirement Advisor Industry striving to make a difference in the lives of Plan participants. Experienced in both Plan-level support roles assisting with documentation and in client-facing roles working directly with participants. Proven ability to manage projects and optimize internal processes.
Overview
6
6
years of professional experience
Work History
Plan Support Associate
Fisher SMB
Dallas, Texas
05.2026 - Current
- Facilitated Plan-level client requests including amendments, contact changes, force-outs, and fund lineup changes to ensure accurate plan management
- Coordinated client deconversions, advisor on record changes, and Plan closures to streamline transitions for clients
- Delivered solutions for internal projects that enhanced workflow processes and supported operational efficiency
Junior Associate
Fisher SMB
Dallas, Texas
03.2025 - 05.2026
- Supported hundreds of retirement plan participants nationwide via phone, addressing inquiries and concerns
- Educated participants on retirement topics and coordinated in-depth meetings with specialists to enhance their understanding.
- Collaborated with industry recordkeepers to guide participants through rollover and distribution processes
Lifeguard Manager
Bearfoot Management
Wylie, Texas
03.2021 - 08.2022
- American Red Cross CPR and Lifeguard Certified
- Oversaw daily operations and maintenance of $10 million pool facility, ensuring safety and satisfaction for all patrons
- Managed team of 8 lifeguards, ensuring adherence to safety protocols and promptly addressing patron requests
Education
Bachelor of Arts - Business Administration And Management
University of North Texas
Denton, TX05-2026
Skills
- Retirement Plan Document knowledge
- Excel Certified
- Project management
- Customer service
- Team collaboration
- Financial literacy
- Empathy and patience
- Workflow optimization
Timeline
Plan Support Associate
Fisher SMB
05.2026 - Current
Junior Associate
Fisher SMB
03.2025 - 05.2026
Lifeguard Manager
Bearfoot Management
03.2021 - 08.2022
Bachelor of Arts - Business Administration And Management
University of North Texas