Client Support Team Lead

• Jun 2019 - Present

Client Support Specialist

• Jun 2019 - Present

Senior Communications Coordinator, Variable Product Funds

• 2012 - 2018

• Devised and executed communication plans for projects needing to meet regulatory requirements.• Created and coordinated communications to clients and advisers, including various electronic formats.• Coordinated contract execution of electronic delivery campaigns for Make-A-Wish®and created accompanying promotional materials.• Ensured compliance with all internal and external rules and regulations, including compliance with the Department of Labor (DOL).• Analyzed effectiveness of electronic delivery campaigns by running various intelligence reports.• Maintained and updated databases of disclosures for accuracy and compliance.• Drafted letters to advisers and clients.• Created and maintained content for four websites.• Worked with our Print and Distribution department to coordinate direct mailing and kits.• Trained co-workers on our content management system (Workfront).

Advanced Planning Administrative Assistant

• 2008 - 2012

• Collaborated with Corporate Communication and Marketing and Legal departments to finalize advanced planning marketing materials.• Provided customer service support to agents and administrative assistance to Advanced Planning attorneys.• Coordinated execution of purchase requisitions, payment of invoices, and processing of expense reports.• Tracked production of pension and life sales, while maintaining several spreadsheets for each.• Maintained Advanced Planning web pages.• Managed site support for agents for better understanding of products and service offerings.

Clerk and Administrative Assistant to Director of Facilities and Purchasing

• 2005 - 2008

• Processed and reviewed status of purchase orders using Purchasing Plus software.• Assisted Senior Print Buyer by maintaining forms database and related files/records.• Established and managed relationships with third-party vendors.

Substitute Teacher

• 2001 - Apr 2008

• Taught all grade levels, including high school and special education. • Taught all grade levels, including high school and special education.

Elementary School Teacher

• 1989 - 1994

• Third grade teacher for self-contained classroom. Taught all subjects. • Third grade teacher for self-contained classroom. Taught all subjects.