Rebecca Pilling
Summary
Financial Services professional with over a decade of experience within the Defined Contribution industry. Demonstrated ability to administer multiple complex plans and foster a partnership with a Fortune 100 mega-market corporate customer. Skilled collaborator and adept in training other team members. Possesses initiative to assume increasing levels of responsibility.
Overview
19
19
years of professional experience
Work History
Client Relationship Consultant
Voya
01.2020 - Current
- Met with clients to discuss long-term and short-term plan changes and enhancements, financial campaign mailings, platform upgrades or addressing and resolving problems swiftly.
- Strengthened customer relationships by listening to customer concerns and giving priority to service requirements and meeting our SLA agreements.
- Prepare financial statements, monthly and quarterly client or auditor requested reports.
- Analyzed financial deposit statements; processing gain and loss memos.
Lead Recordkeeper Money In
Voya
11.2018 - 12.2020
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled daily bank statement records, and investigating and resolving discrepancies to keep accounts audit-ready.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Participated in client meetings and/or conference calls. Maintains trustee relationships. Discusses plan design issues, trust reconciliation issues, payroll consultation, and other services with clients.
Client Relationship Consultant
Lockheed Martin Corporation
10.2016 - 01.2018
- Responsible primarily for daily deliverables, client emails, research request ques, participants escalations, oversee DDA items, and quarterly gain trade adjustments
- Work directly with Lockheed Martin on 16b processing and legal issues such as death beneficiary, QDRO cases, and POA/Guardianship requests
- Handle the statements quarterly for both qualified and non-qualified plans for LMC
- Run a weekly beneficiary report and submit it to our Voya Financial advisors for their outbound calls to continue the effects to keep funds internal.
Lead Record-Keeper
Plan Admin, Lockheed Martin Corporation
01.2008 - 01.2016
- Responsible primarily on Death and Survivor Benefits processing working with Legal both Client Level and Voya's Legal Dept
- For highly sensitive cases
- Maintaining an on-going relationship with our third party vendors for all QDRO inquires
- Oversaw the statement generation and quality control processes within Voya and with an offsite vendor for all periodic mailings
- Worked in research and escalations resolving issues within SLA and helped on special projects thru on the team whenever needed
- Responsible for manual form processing such as distribution and transfers.
Pricing & Trading
01.2005 - 01.2008
- Multiple Clients
- Responsible for the daily pricing of investment options offered in Voya products
- Assisted in the reconciliation of fund performance between Voya and Investment Company partners for multiple clients; work closely with the sources of return information to resolve differences in a timely manner.
Education
Liberal Arts
Quincy College
Skills
- Staff Training
- Report Preparation
- Administrative Support
- Office Equipment Proficiency SunGard Omniplan/Omniplus, PowerImage, Microsoft Office (Word, Excel, PowerPoint, Outlook), Task Manager, Microfiche
Timeline
Client Relationship Consultant
Voya
01.2020 - Current
Lead Recordkeeper Money In
Voya
11.2018 - 12.2020
Client Relationship Consultant
Lockheed Martin Corporation
10.2016 - 01.2018
Lead Record-Keeper
Plan Admin, Lockheed Martin Corporation
01.2008 - 01.2016
Pricing & Trading
01.2005 - 01.2008
Liberal Arts
Quincy College
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