- Melville, NY US
- [email protected]
Collect and tally fees and product sales while balancing cash drawer, weigh members and distribute member materials. Stay up to date with product information in order to inform and motivate members of all new innovations. Assess member needs while providing excellent customer service in a fast paced environment.
Maintains customer relationships to a high level of satisfaction by responding to inquiries; documenting actions, acting and following up promptly and accurately while keeping management informed. Improves quality service by recommending improved processes; identifying new product and service applications.
Responsibilities included converting plans onto the OmniPlan system; coding the recordkeeping system to operate the plans within the scope of plan rules and the project scope and analysis; designing administration forms for each client's needs; mapping the conversion data to our system utilizing OmniImport software; reconciling trust assets and records; and, both preparing and reviewing all client documentation including business requirements, participant communications and implementation testing results.
Responsible for discrimination testing and valuations for 401(k) and Profit Sharing Plans; prepared financial statements for monthly, quarterly, and year end valuation; prepared IRS 5500 tax forms and related schedules; calculated employer 401(k) Match and Profit Sharing contributions; reconciled contributions and interest allocations utilizing spreadsheets; processed loans, hardships, and distributions. Intense client & broker contact.
Assisted the President and Vice President in various day to day operations; resolved investor and broker inquiries; managed Accounts Payable.
Prepared payroll for financial office at National Home Health Care Company; responsible for payroll for twelve branch offices; reviewed time sheets, prepared payroll, processed bills and claims, maintained personnel files for all employees.