Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Shelah Sewell

Summary

With over 20 years of experience in the financial retirement recordkeeping industry, I have developed valuable transferable skills in relationship building, strategic planning, and project management, along with a strong track record of quickly learning and adapting to new and complex situations. Building and exploring a new remote career that will utilize prior operational job experience in a similar or new field. I aim to achieve internal growth, knowledge, and advancement, challenging myself in the process.

Overview

21
21
years of professional experience
1
1
Certification

Work History

IRA Operations Specialist II

Ascensus Trust
01.2018 - 01.2025
  • SEP/Simple IRA & force-out IRA department
  • 10+ years in a fully remote
  • Managed and updated plan and employee data, ensuring accuracy with supporting documentation.
  • Work in a call center environment, interacting with participants, employers & financial advisors
  • Manage inbound and outbound emails
  • Worked within the in-house ERISA team regarding IRS regulations to assist clients
  • Trade auditor: reviewed calls to ensure completed transactions associated with the participant's request
  • Manage inbound and outbound emails
  • Offered suggestions to improve work quality for internal and external
  • Worked on several side tasks, directed by management
  • Traveled for in-house training when required
  • Cross-trained for backup to other teams: contributions, distribution, and claims teams to aid clients

Lead Client Service Specialist I

Ascensus
01.2004 - 01.2018
  • Participant Service Department for company employer plans (401k, 403b, etc.)
  • Designed & maintained training material & classes for new hires and ongoing training
  • Head Peer Coach: designed and maintained new hire training materials, supported peer coaches
  • Traveled to train in other locations
  • Implemented solutions to adapt to the current business curriculum/limitations
  • Trade auditor: reviewed calls to ensure completed transactions associated with the participant's request
  • Worked directly with Trading Group regarding errors fixed within the deadline to reduce monetary liability
  • Fraud Team: assisted participants in locking down their retirement accounts due to personal fraudulent activities
  • Prepared & tailored daily, weekly & monthly reports to present to associates and management
  • Attended project meetings and completed assignments on time for business continuity
  • Reviewed and scored 3-5 associates' calls per month for performance reviews
  • Transition from an in-office to a fully remote

Education

Bachelor of Science Degree -

DeVry Institute of Technology
Kansas City, MO

Skills

  • Customer Service
  • Time management
  • Verbal and written communication
  • Documentation and reporting
  • Problem-solving
  • Staff training and development
  • Organization Skills
  • Problem-solving abilities
  • Microsoft Office (Excel & Word)
  • CRM

Certification

  • Monthly I-Client Award
  • Cornerstone Award
  • Certified IRA Professional (CIP)
  • Certified IRA Specialist (CIS I & II)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • QP Blitz (Qualified Plan)
  • RPF (Retirement Plan Fundamentals) I & II


Timeline

IRA Operations Specialist II

Ascensus Trust
01.2018 - 01.2025

Lead Client Service Specialist I

Ascensus
01.2004 - 01.2018

Bachelor of Science Degree -

DeVry Institute of Technology

Similar Profiles

CREATE PROFILE