Experience

Guidant Financial

• United States
• Financial Services
• 1 - 100 Employee

• Senior Client Experience Trainer

  • Feb 2020 - Present

  Assist and train new hires through quality reviews; assist in projects; create and implement training material; complete quality assurance for specific area's of competency

• Plan Administration Supervisor

  • Jul 2018 - Feb 2020

  Managed/Supervised the Account Processor team between US based members and Manila team members. Worked closely with the lead of our Manila team members and handled all training scheduling for new team members.

• Administration Processor Lead

  • Jan 2017 - Jul 2018

  Bellevue, WA

• 401(k) Administrator 1

  • Jul 2016 - Jan 2017

  Bellevue, WA I complete basic reporting and testing requirements for small business 401k plans for compliance purposes. Create 5500 Forms and annual report for clients to file to the IRS and DOL

• Recordkeeping Account Processor

  • Sep 2014 - Jan 2017

  Bellevue, WA - Support and provide services to internal and external customers during recordkeeping reporting process. - Efficiently process large volumes of work with high attention to detail. - Review documents submitted by clients for accuracy. - Send and receive documents via email with clients. - Make outgoing reminder calls and emails to clients during recordkeeping reporting process.



TechConFed LLC

• Executive Assistant

  • Dec 2009 - May 2012

  Colorado Springs, Colorado Area Acquired Secret Security Clearance Handle all domestic travel arrangements for the company Review and reconcile all invoices Assist in HR and Security Clearances; handle fingerprinting of new employees; handle and review employment paperwork; review employee time sheets Handle requests from CEO, COO, VP’s and On-Site leads Manage and maintain executives’ meeting and conference call schedules Order office supplies and any other products needed; handle shipping through… Show more Acquired Secret Security Clearance Handle all domestic travel arrangements for the company Review and reconcile all invoices Assist in HR and Security Clearances; handle fingerprinting of new employees; handle and review employment paperwork; review employee time sheets Handle requests from CEO, COO, VP’s and On-Site leads Manage and maintain executives’ meeting and conference call schedules Order office supplies and any other products needed; handle shipping through FedEx Create, organize, and submit expense reports and M&I based on executive business needs Open, sort and distribute incoming correspondence, including faxes and email Show less



Systematic Financial Management

• Trading Assistant

  • Jun 2003 - Jul 2008

  Teaneck, NJ Responsible to execute block trades for managed accounts Liaise and coordinate trading activities with service providers and wrap fee program sponsors Identify, investigate and resolve trade breaks to avoid trade fails and buy-ins Provide quality equity trade settlement services Interface with Operations Department regarding trade problems and issues Proficient in all office technology: Checkfree APL, Moxy, Omgeo Oasys and Alert, DTCC, Axys