Dynamic Deferred Compensation Specialist with proven expertise at the State of Florida Department of Financial Services. Skilled in database management and complaint resolution, I excel in processing participant requests and enhancing customer satisfaction. My proactive approach and strong problem-solving abilities drive efficient outcomes in financial operations.
Processed request for participant account payouts.
Assisted participants in making changes to investment provider.
Answered phones and directed participants to the correct staff.
Assisted participants in rolling over funds to outside investment providers.
Processing request from participants for emergency funds.
Reconciled accounts and processed deposits with bank.