Thuba Nguyen
St Petersburg,FL
Summary
Detail-oriented professional specializing in office management. Proven track record in project management, time management, participation agreement process, improving efficiency, and streamlining processes. Expertise in data entry oversight, internal and external client relationship management, and knowledge of human resources environment, complemented by experience in procurement, accounting, budgeting, and financing. Bilingual in Vietnamese, facilitating effective communication with diverse clients.
Overview
23
23
years of professional experience
Work History
Trade Specialist
Ascensus Retirement Services
Dresher, Pennsylvania
03.2023 - 06.2025
- Managed participation agreement process for qualified plans in Retirement Plan Services division.
- Collaborated with Installation Coordinators to gather essential client information.
- Submitted participation agreements to fund investment companies for timely execution.
- Monitored execution of participation agreements to align with client onboarding timelines.
- Entered accurate fund account numbers into Ascensus' trading platforms to prevent trade rejections.
- Resolved fund investment selection issues through communication with stakeholders and departments.
Executive Assistant
Newport Group
St. Petersburg, FL
08.2006 - 02.2023
- Coordinated events and meetings, managing logistics and attendee arrangements efficiently.
- Scheduled travel for meetings, conferences, and seminars to optimize time management.
- Served as primary contact for vendors and building management to streamline communications.
- Developed efficient filing systems to enhance information accessibility across departments.
- Monitored office supply inventory, ensuring adequate stock levels through timely orders.
- Tracked expenses to maintain adherence to company budget constraints effectively.
- Provided administrative support by preparing contracts, invoices, and purchase orders accurately.
- Executed Human Resources duties, coordinating employee activities and overseeing recruitment and onboarding processes.
Operations Specialist
Ceridian/The Newport Group
St Petersburg, FL
11.2002 - 07.2006
- Led the Central Tracking Unit in operations, ensuring effective team performance.
- Responsible for the processing of participant enrollments.
- Managing the participant loans payoff process.
- Prepared plan contribution files for processing.
- Prepared participant distribution requests for processing.
- Managed client record retention for the retirement plan services division.
- Oversee incoming and outgoing mail for the office.
Education
Bachelor of Science - Business Administration/Personnel Management
University of South Florida
Tampa, FL12-1989
Skills
- Office management
- Project management
- Time management
- Customer relationship management
- Employee relationship management
- Participation agreement management
- Event coordination
- Problem solving
- Process improvement
- Attention to detail
- Data entry oversight
- Expense tracking
- Trading platform knowledge
Languages
Vietnamese
Full Professional
References
References available upon request.
Quote
Don’t judge each day by the harvest you reap, but by the seeds you plant.
Robert Louis Stevenson
Software
Microsoft Office
Workday
SAP Concur Solutions
Schwab Retirement Tracking
Accomplishments
- Collaborated with a team of 6 members in the development of digital archive system.
- Supervised 2 staff members to complete the conversion of 7 years of clients' paper files to digital files with accuracy and efficiency.
- Successfully relocated an office of 100 employees through effectively assist with designing the office spaces, planning for seating arrangement, organizing for the moving process, and procurement process.
- Coordinated the process of converting in-office work environment to virtual work environment during COVID-19 pandemic.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Trade Specialist
Ascensus Retirement Services
03.2023 - 06.2025
Executive Assistant
Newport Group
08.2006 - 02.2023
Operations Specialist
Ceridian/The Newport Group
11.2002 - 07.2006
Bachelor of Science - Business Administration/Personnel Management
University of South Florida
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