RACHEL BEWLEY
MARTINEZ,CA
Summary
With over 8 years at Cetera Retirement Plan Specialists, I've honed my expertise in plan administration and client relationship building. My strategic planning and problem-solving skills have significantly enhanced team performance and client satisfaction. Recognized for developing innovative training programs and streamlining processes, I excel in fostering professional growth and operational efficiency. I am interested in expanding my career growth within this company.
Overview
21
21
years of professional experience
Work History
Retirement Plan Consultant Associate
Cetera Retirement Plan Specialists
02.2015 - Current
- Maintain and service a plan case load of 350+ Solo(k) plans
- 8+ years of experience administering Solo(k) plans
- On tack to earning QKA
- Developed and delivered comprehensive training programs for junior consultants, cultivating a high-performance team culture and promoting professional growth within the organization.
- Implemented innovative solutions to address participant concerns and boost overall satisfaction levels.
- Developed strong relationships with plan sponsors, earning trust as a reliable consultant for ongoing support and guidance.
- Assisted in the resolution of complex plan issues, leveraging extensive industry knowledge and expertise.
- Streamlined plan administration processes for increased efficiency and reduced errors.
- Provided exceptional customer service by addressing client inquiries promptly and accurately, maintaining high levels of satisfaction among existing clientele.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Administrative Assistant
Cetera Retirement Plan Specialists
02.2015 - 01.2020
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Maintained inventory of office supplies and placed orders.
- Streamlined office operations, implementing digital file management systems to reduce paper use and increase efficiency.
- Maintained confidentiality of sensitive information, adhering strictly to data protection regulations.
- Developed filing system for historical documents, preserving important company records and improving access to information.
- Addressed IT issues by coordinating with tech support, minimizing downtime and maintaining operational efficiency.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Assisted coworkers and staff members with special tasks on daily basis.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
Assistant Store Manager
The UPS Store Inc.
08.2003 - 08.2014
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
- Rotated merchandise and displays to feature new products and promotions.
- Developed a loyal customer base through personalized interactions, increasing repeat business in-store visits.
- Improved store operations by establishing clear communication channels between team members and implementing efficient scheduling practices.
- Trained and guided team members to maintain high productivity and performance metrics.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Interacted well with customers to build connections and nurture relationships.
Education
High School Diploma -
Clayton Valley High School
Concord, CA06-2003
Skills
- Continuous learning mindset
- Project management experience
- Strategic planning capabilities
- Plan Administration Proficiency
- ERISA Compliance
- Plan Document Review
- Client Relationship Building
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Honest and Dependable
- Time Management
- Attention to Detail
- Multitasking
- Problem-solving abilities
- Critical Thinking
- Excellent Communication
- Organizational Skills
- Team Collaboration
- Effective Communication
- Active Listening
- Adaptability and Flexibility
- Relationship Building
- Microsoft Excel
- Task Prioritization
- Self Motivation
- Conflict Resolution
Timeline
Retirement Plan Consultant Associate
Cetera Retirement Plan Specialists
02.2015 - Current
Administrative Assistant
Cetera Retirement Plan Specialists
02.2015 - 01.2020
Assistant Store Manager
The UPS Store Inc.
08.2003 - 08.2014
High School Diploma -
Clayton Valley High School
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