Rebecca Pilling
Halifax ,MA
Summary
Financial Service 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 and TEM customer. Detail-oriented team player with strong organizational skills. Skilled collaborator and adept in training other team members. Ability to handle multiple projects simultaneously with a high degree of accuracy.
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 enchantments, 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 request reports
- Work with Application development Support team and Business analyst to trouble shot operational gaps
- 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 investigated and resolved discrepancies to keep account audit ready.
- Manged and responded to correspondence from customer and vendors.
- Effectively communicated with clients about payment needs and kept updated, detailed, accurate ledgers.
- Reconciled accounts, managed audits and updated financial records with accuracy.
- Participant in client meetings and conference calls. Maintained trustee relationships. Discussed plan design issues, trust reconciliation issues, payroll and other services with client.
Client Relationship Consultant Lockheed Martin
VOYA
10.2016 - 01.2018
- Responsible primarily for daily deliverables, client emails, research request ques, participant escalations, oversaw DDA reconciliation and quarterly gain trade adjustments.
- Worked directly with the Client on 16b processing and legal issues such as death beneficiary benefits, QDRO cases, and POA / Guardianship request and Tax Levies.
- Handled statements quarterly for qualified and non-qualified plans for Lockheed Martin.
- Installments payments for non-qualified participants.
- Ran weekly beneficiary reports and submitted these findings to our VOYA Financial advisors to retain assets internals.
Lead Recordkeeper Plan Admin Lockheed Martin
VOYA
01.2008 - 01.2016
- Responsible primarily on Death and Survivor Benefits acting as a liaison between Legal counsel on Plan Level and Legal Counsel at VOYA on highly sensitive cases.
- Maintained relationship with our third party vendors for all QDRO inquires.
- Oversaw Statement processes and handled quality control processing within VOYA and our offsite Vendor for al periodic mailings.
- Handled Client and Customer escalations and inquires with SLA agreements and helped on special projects with our internal team.
- Responsible for handle and processing manual money movement such as rollover, distributions, and transfer in and out of funds and brokerage accounts.
Pricing & Trading
VOYA
07.2005 - 01.2008
- Oversaw daily pricing into investment options for Multiple Clients
- Assisted in the reconciliation of fund performance between VOYA and Investment Company partners for multiple clients.
- Placed trades and reconciled nightly reports for Multiple Clients.
Education
Liberal Arts And General Studies
Quincy College
Quincy, Ma Skills
- Process Improvement
- Staff training
- Administrative Support
- Application analysis
- Report reconciliation
- Processes and procedures
- Issue Resolution
- Continuous Improvement
- Teamwork and Collaboration
- Multitasking Abilities
Timeline
Client Relationship Consultant
VOYA
01.2020 - Current
Lead Recordkeeper Money IN
VOYA
11.2018 - 12.2020
Client Relationship Consultant Lockheed Martin
VOYA
10.2016 - 01.2018
Lead Recordkeeper Plan Admin Lockheed Martin
VOYA
01.2008 - 01.2016
Pricing & Trading
VOYA
07.2005 - 01.2008
Liberal Arts And General Studies
Quincy College
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