Rolf Stielow

• Accountable for all client deliverables and procedures related to benefit plan design changes for implementations, renewals and ongoing administration
• Review and revise business and plan design requirements and functional design specifications for system set-ups and configurations
• Responsible for quality assurance tasks for various client deliverables and procedures such as, but not limited to, carrier files, payroll files, billing reports, and worksheets
• System and other client specific tools, while coaching client team members on resolutions; -Assist with developing client-specific training guides for Call Center staff in support of clients’ benefit plan intricacies and for increased call volume during peak seasons
• Proactively identify and resolve risks and provide proper escalation for high level resolution
• Maintain best practices and proactively recommend opportunities for efficiency improvements
• Establish and cultivate relationships with clients, vendors, carriers and internal departments to ensure successful implementations, renewals and ongoing administration
• Train internal members of benefit administration team on best practices and client-specific knowledge.
• Diagnosed software issues and applied troubleshooting techniques to resolve problems
• Cultivated professional working relationships with internal personnel, vendors and suppliers

• Maintain and prepare database files for all large clients (Healthcare, FSA, and Payroll) -Monitor systems integrity
• Data files both internal and external
• Primary customers service contact for clients who request special reports, test files, etc.
• Communicate daily with team managers and client relations mangers
• Perform system enhancement testing
• Assist with new client implementation and system testing.

• Reconciled define benefits, health and welfare financial activity, and participant data to meet client deliverables
• Ensured tracking and status reporting was completed accurately and on time
• Ensured all client specific procedures were current and available throughout department
• Communicated with clients, outside auditors, paying agents, carriers, and other EDS departments on all matters requiring reconciliation or analyses
• Continually worked toward finding better, smarter, and more efficient ways to process workload and identify possible standardization
• Created master spreadsheet to review payments and accurately report errors or overpayments to custodians
• Team leader for staff of 2 to 4 associates.

• Added and maintained security master files on both accounting and trading systems for specific accounts
• Communicated daily with internal and external clients to achieve 100% accuracy for trade settlements
• Maintained security daily pricing and updated month-end pricing data for performance reporting
• Reported and processed corporate actions such as 144a, splits, and dividends
• Developed procedures for all functions of Trade & Data Quality Operations
• Posted monthly pay down and interest payments for all security types.
• Created, prepared, and delivered reports to various departments

Compliance Associate - 5 yrs

-Monitored and reported compliance with the SEC 1940 Act Diversification requirements.
-Maintained database and monitored compliance according to Rule 2a-7 and Rule 144A.
-Compiled analysis for new test requirements.
-Implemented new procedures for compliance system monitoring and reporting.
-Produced and filed U.S. Treasury Department documents.

Lead Trade processor - 3 yrs

-Monitored trade processing for equity, fixed income and high yield trading.
-Confirmed and settled failed trades.
-Reviewed securities entered and reported discrepancies.
-Assisted with migration to new trading/accounting system (entered trades and compared systems to assure accuracy)

Trade Processor - 2 yrs

-Reviewed and confirmed equity trades for mutual funds portfolio.