Steven Howes
Andover,MA
Summary
I am a resourceful, highly motivated, team player with a very successful background in supervising custodial workers. I have strong understanding of what it takes to maintain school buildings.
Overview
29
29
years of professional experience
Work History
Junior and Senior Custodian
Town of Andover
10.2015 - Current
Car Sales
Jaffarian Automotive
05.2015 - 09.2015
Delivery Driver
UPS
12.2012 - 04.2015
Stay at Home Dad
03.2009 - 11.2014
Retirement Plan Specialist
Retirement Alliance
07.2007 - 03.2009
- Responsible for all aspects of day-to-day administration and IRS Compliance for approximately 65 plans. First interface with client base to answer all questions related to plan administration and design. Coordinate daily, monthly, quarterly, and annual processes for set book of business, including payroll processing, minimum distribution processing, participant statements, client billing, and 5500 and Non-Discrimination testing. Work with internal groups and external fund companies to ensure accurate trading and reporting of mutual funds or financial transactions.
Plan Service Representative III
Mercer HR Services (Division Merged Out of Putnam)
07.2002 - 07.2007
- Similar roles and responsibilities as the Plan Service Representative II but working on larger, more complex, plans with assets between 10 and 50 million dollars. Responsible for assisting the less tenured members of the team with the more difficult aspects of the job such as Testing, 5500’s and Plan Document Amendments. As the senior member of my team I was also responsible for backing up all the less tenured teammates during absences.
Plan Service Representative II
Putnam Investments – 401(k) Administration
01.2000 - 01.2002
- First point of contact for client relationship regarding plan oversight, payroll processing and account maintenance. Coordinated interim and year end NDT testing and completed form 5500 tax filings for all of my assigned clients. Maintained each clients’ Plan Document and updated any plan changes to ensure DOL and IRS compliant. Handled all internal and external audit requests and was responsible for ensuring quarterly statements were quality checked and sent to each of the clients in a timely manner. Worked within a team setting to ensure appropriate coverage and assistance for all team members during periods of high volume or absence.
Premier Client Representative
Putnam Investments – Transfer Agency
01.1999 - 01.2000
- Customer Service Phone Representative responsible for providing sales and service on an incoming call center for the company’s top tiered brokers based on their sales and total assets. The first point of contact in dealing with service, marketing and processing issues in order to preserve and grow the business relationship. Processed clerical and financial items on a daily basis. Provided support to the inside and outside sales teams and coordinated marketing campaigns for the top brokers. Promoted to work on a specialized team to handle all issues associated with the top 2 brokers for the company.
Broker Dealer Services
Putnam Investments – Transfer Agency
01.1998 - 01.1999
- Customer Service Representative on an incoming call center for broker relationships. Handled client inquiries, provided investment and brokerage product information, and executed transactions as requested by brokers on individual investors’ accounts. Partnered with internal groups to establish new accounts and execute broker updates. Established Series 6 License to become an internal expert regarding the company’s investment platform.
Shareholder Services
Putnam Investments-Shareholder Services
01.1997 - 01.1998
- Customer Service Representative for an incoming call center for the company’s individual shareholders.
Education
BS - Finance
University of Massachusetts at Lowell
01.1996
Skills
- Strong communication skills
- Organizational growth
- Reliability and punctuality
- Staff training and development
Timeline
Junior and Senior Custodian
Town of Andover
10.2015 - Current
Car Sales
Jaffarian Automotive
05.2015 - 09.2015
Delivery Driver
UPS
12.2012 - 04.2015
Stay at Home Dad
03.2009 - 11.2014
Retirement Plan Specialist
Retirement Alliance
07.2007 - 03.2009
Plan Service Representative III
Mercer HR Services (Division Merged Out of Putnam)
07.2002 - 07.2007
Plan Service Representative II
Putnam Investments – 401(k) Administration
01.2000 - 01.2002
Premier Client Representative
Putnam Investments – Transfer Agency
01.1999 - 01.2000
Broker Dealer Services
Putnam Investments – Transfer Agency
01.1998 - 01.1999
Shareholder Services
Putnam Investments-Shareholder Services
01.1997 - 01.1998
BS - Finance
University of Massachusetts at Lowell
Similar Profiles
Jennifer HurstJennifer Hurst
Summer Camp Counselor at Recreation Park AndoverSummer Camp Counselor at Recreation Park Andover
Madilyn FrancisMadilyn Francis
Substitute Teacher at Andover Public Schools - South Elementary SchoolSubstitute Teacher at Andover Public Schools - South Elementary School
Liam TrundyLiam Trundy
Seasonal Worker at Town of North AndoverSeasonal Worker at Town of North Andover
Shevon FfrenchShevon Ffrench
Clinic Manager at Lice Clinics of America- Lice AuntiesClinic Manager at Lice Clinics of America- Lice Aunties
Estephany RojasEstephany Rojas
Lead Oral Surgery Assistant at Children And Family Dentistry And BracesLead Oral Surgery Assistant at Children And Family Dentistry And Braces