Victor Johnson
Minneapolis,MN
Summary
Accomplished and client-dedicated Accounts Administrator offering high performance skills that will win over and retain clients. Proven track record of identifying problems and creating solutions. Very strong knowledge base and experience in the day-to-day transactional recordkeeping of financial accounts. Cultivating strong internal and external business partnerships, as well as a team leader within my department.
Overview
17
17
years of professional experience
Work History
Client Service Account Manager
Principal Financial Services
Minneapolis, MN
01.2021 - Current
- Responsible for the day-to-day administration of thirty 401(k) Retirement and Profit Sharing accounts for diverse companies across the country. This will include reviewing and directing account deposits, withdrawal payments, loan requests, monetary account corrections, annual IRS and Dept. of Labor required notices, and fund transfers.
- Effectively work with my clients on a daily communicative basis via e-mails, phone and conference calls to ensure their requests and needs are met to the highest quality standards. Act as a liaison to internal partners in ensuring my client’s transactions are completed satisfactorily. And fully comprehend how to record, research, and update individual and accounts on internal recordkeeping systems.
- Committed to providing world-class service to clients. Clients have been highly satisfied with all aspects of my service with ratings of 4 and 5 (5 being the top score).
- I have been exposed to, and have in-depth knowledge on the administration required to handle multiple transactional activity for large and small dollar accounts; such as individual transactional account corrections, processing of account deposits, disbursements, beneficiary and estate account transactions.
Account Administrator
Wells Fargo & Company
Minneapolis, MN
04.2007 - 01.2021
- Administering twenty five 401(k) retirement accounts for companies throughout the country, and ensuring all the daily transactional deposits, withdrawals, corrections, and client requests are handled promptly with a very high satisfaction result. Such as contribution deposits, payment distributions, investment fund transfers, and annual account reconciliations.
- Effectively answering and providing results to client inquiries from emails and phone calls, by tackling complex issues by viewing the whole picture of the issue, and collaborating with internal partners and colleagues to arrive at a prompt solution.
- Very strong knowledge base of the administrative and transactional regulations that govern the administration of retirement and individual accounts set forth by the IRS, Department of Labor, and Federal laws. Able to understand the legal documentation applied to each account, and ensure the necessary regulations are updated.
Education
Bachelor of Arts - Economics
University of Minnesota - Twin Cities
Minneapolis, MN06-1990
Skills
- Combination of over 28 years progressive career experience in the retirement services and account recordkeeping industry with 10 years as a Client Accounts Administrator, and 18 years in the back-office operations/accounting of diverse financial services and trust accounts primarily those containing very large dollar and client based accounts Noted throughout career for providing excellent customer service Effective troubleshooter with the ability to work with clients to quickly identify problems and develop solutions Extremely knowledgeable in many aspects of retirement plan administration and trust accounts including daily processing and reconciliation of incoming/outgoing funds, publishing monthly accounting spreadsheets for clients, ensuring daily transactions are processed in compliance with the client’s contractual agreement or IRS and Federal regulations
- Proven ability to communicate effectively and by using technical expertise, to explain complex information in understandable terms
- Very knowledgeable in Excel, Word, Access, Sales Force, and Outlook
- Strong understanding of internal recordkeeping systems
Languages
Spanish
Native/ Bilingual
Timeline
Client Service Account Manager
Principal Financial Services
01.2021 - Current
Account Administrator
Wells Fargo & Company
04.2007 - 01.2021
Bachelor of Arts - Economics
University of Minnesota - Twin Cities
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