Sherri Atkinson
Dracut,MA
Summary
Professional in the finance industry with a successful and progressive record of performance in diverse areas of financial operations.
Overview
25
25
years of professional experience
Work History
Senior Record Keeper
Voya Financial
12.2000 - 09.2023
- Responsible for processing all wire transfers to the stock market for more than 500 401K plans. Major transactions amounted to billions of dollars.
- Ensured all transactions to complete plan evaluation, such as contributions, loans, withdrawals, and earnings allocations.
- Processed tax reclaims, stale-dated checks, and plan adjustment refunds.
- Reconciled over 500 DDA accounts daily.
- Collaborated with colleagues to develop company-wide policies and procedures.
- Formatted and produced client reports, including monthly transactions, valuation reports, investment performance reports.
- Filed necessary tax and compliance forms.
- Coordinated and participated in client meetings to resolve administrative or service issues, including trust reconciliation, payroll, and other details as required.
Customer Service Representative
State Street Research
09.1998 - 11.2000
Education
Liberal Arts
Massasoit Community College
Brockton, MA1992
Skills
- Strong PC skills, including proficiency in Excel, Adobe and Word
- Excellent written and verbal communication skills
- Ability to handle multiple priorities
Timeline
Senior Record Keeper
Voya Financial
12.2000 - 09.2023
Customer Service Representative
State Street Research
09.1998 - 11.2000
Liberal Arts
Massasoit Community College
Similar Profiles
Grant BrandhoffGrant Brandhoff
Associate Financial Advisor at FourWord Financial and Voya FinancialAssociate Financial Advisor at FourWord Financial and Voya Financial
Michael SmithMichael Smith
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services
Jennifer BolesJennifer Boles
ERISA Coordinator / Regulatory Services at Voya Financial/OneAmerica FinancialERISA Coordinator / Regulatory Services at Voya Financial/OneAmerica Financial
Amy GrindstaffAmy Grindstaff
Trade Review Principal at Voya FinancialTrade Review Principal at Voya Financial
Perry GrzelaPerry Grzela
Laboratory Operations Specialist II at Spotlight SolutionsLaboratory Operations Specialist II at Spotlight Solutions