Alexandria Fontana

Operations and Administrative Professional with 6+ years of experience in financial services, retirement plan administration, client support, data analysis, and process improvement. Skilled in Excel reporting, cross-functional collaboration, training, and managing high-volume workflows in both office and remote environments. Recognized for accuracy, organization, and exceptional client service.

Operations Specialist - Ascensus

(2021-08)

• Process retirement plan contributions and distributions while maintaining accuracy and compliance.
• Collaborate with clients, consultants, and internal teams to resolve operational issues.
• Create and maintain Excel reports, contribution calculations, and workflow tracking tools.
• Train global team members on contribution processes and operational procedures.
• Support process improvements that increase efficiency and service quality.

Receptionist / Administrative Support - Ascensus

(2019-09 - 2021-08)

• Served as the primary point of contact for clients, visitors, and consultants.
• Managed office communications, records, mail distribution, and supply ordering.
• Built and maintained Excel tracking tools and workload management reports.
• Supported consultants with document retrieval, reporting, and project coordination.

Assistant - Stephen Mathias & Co.

(2019-02 - 2019-09)

• Assisted clients with tax preparation inquiries and appointment scheduling.
• Processed tax returns for electronic filing and maintained confidential records.
• Provided administrative and technical support to accounting staff.

General Education Coursework - Saint Charles Community College

High School Diploma - Francis Howell High School