Ronald Low
Concord,CA
Summary
Knowledgeable administrative professional well-versed in expense reporting, data analysis and calendar management. Additional experience in retirement calculations, and record-keeping. Proven history of success in event coordination, time management, payroll, and executive support.
Overview
6
6
years of professional experience
Work History
Retirement Benefits Analyst II
Principal Financial
2023.08 - Current
- Generates benefit calculations for participant pension by extracting and reviewing information, using mathematics, Excel, and VBA while maintaining 96% or higher quality
- Deliver amazing customer service when interacting with members by phone and email to gather information and solve problems
- Proactive problem solver who generates highly detailed reports, and adheres to tight deadlines using excellent prioritization and organization
- Collaborate in a team environment to tackle efficiency projects and process improvements to create an easier training process for future new hires
Defined Contribution & Benefits Associate
Empower Retirement
2022.04 - 2023.06
- Managed high-volume, time-sensitive requests to disburse funds from retirement and pension accounts
- Ensured actions are within compliance with plan, union, state, and federal regulations, successfully passing internal and external audits
- Performed accurate tax calculations for distributions by reviewing retirement plans and state requirements
- Enthusiastically provided excellent customer service to participants by email and phone to update and confirm information
Defined Contribution & Benefits Associate
Prudential Retirement (Division acquired by Empower)
2021.11 - 2022.04
- Managed high-volume, time-sensitive requests to disburse funds from retirement and pension accounts
- Ensured actions are within compliance with plan, union, state, and federal regulations, successfully passing internal and external audits
- Performed accurate tax calculations for distributions by reviewing retirement plans and state requirements
- Enthusiastically provided excellent customer service to participants by email and phone to update and confirm information
Membership Coordinator
ISMRM
2018.10 - 2021.11
- Expert level calendar management, department email, expense reporting, and travel arrangements for Directors of Membership
- Coordinate meetings for Directors, enthusiastically confirm member attendance for regional and annual meetings
- Championed process improvement by implementing strategic procedures for managing client data, business intelligence reporting, invoicing, accounting, and generating reports, augmenting efficiency by 12%
- Coordinated the new member onboarding protocols by analyzing and processing requests, slashing the time-to-onboard by 20%
- Managed information and communication for 7000+ members using Salesforce CRM
Human Resources Associate
STE Consultants
2018.05 - 2018.10
- Maintained and updated HR records of 100+ staff by setting up databases for storing data on interviews, references, onboarding documentation, etc., reducing data retrieval times by at least 13%
- Aided the accounting team with generating payroll reports, including compensation and deduction calculations, maintaining 100% accuracy
- Coordinated the Paychex HRIS integration projects, optimizing efficiency in payroll processing, benefits, and insurance service management.
Education
Bachelor of Arts (BA) - Business Management
John F. Kennedy University
11.2019
Skills
- Calendar Management
- Record-Keeping
- Expense Reporting
- Financial Services
- Administrative Skills
- Data Analysis
- Fraud Risk
- Project Management
- Benefits Review
Timeline
Retirement Benefits Analyst II
Principal Financial
2023.08 - Current
Defined Contribution & Benefits Associate
Empower Retirement
2022.04 - 2023.06
Defined Contribution & Benefits Associate
Prudential Retirement (Division acquired by Empower)
2021.11 - 2022.04
Membership Coordinator
ISMRM
2018.10 - 2021.11
Human Resources Associate
STE Consultants
2018.05 - 2018.10
Bachelor of Arts (BA) - Business Management
John F. Kennedy University
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