Payroll Liaison - Compass Retirement Consulting Svcs - Remote
(2023-10)
- Receive, upload, transmit and communicate data efficiently and accurately to process payrolls for 80 clients.
- Communicate with participants through email blasts and by answering participant and client questions.
Client Service Associate - Wells Thomas LLC - Branford, CT
(2021-10 - 2023-10)
- Collaborate with client service team and plan consultants to ensure that clients receive prompt and accurate service for the day-to-day operation of their retirement plans.
- Processing of plan distributions and loans. This includes verifying eligibility for the requested withdrawal based on legal regulations and consulting the plan document. If applicable, calculate vested percentages and available amounts.
- Determine requirements, calculate and process Required Minimum Distributions on an annual basis.
- Assist clients to work with a variety of financial platforms in providing the appropriate forms for plan participants. Answer questions regarding processes and review completed forms for accuracy.
- Monitor client portals for incoming annual census data, scrub data for reasonableness and upload to company software program (ASC).
- Process payroll submission of 401(k) and employer contributions for clients on both traditional TPA platform and those receiving 3(16) Fiduciary services.
- Upload vesting data to various financial platforms.
- Manage office supplies inventory, initiate purchase orders for items running low to maintain seamless operations.
- Assist bookkeeper with daily deposits and billing.
Child Care Provider - Local Families - Essex, CT
(2017-05 - 2021-09)
- Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback. Demonstrated leadership skills, resilience, and patience.
Hostess - The Bee and Thistle Inn - Old Lyme, CT
(2018-05 - 2019-01)
- Handled reservations, walk-ins, and customers. Balanced guest numbers with kitchen output to avoid overbooking and maintain high guest satisfaction rates. Maintained a positive attitude, stayed organized and remained calm through busiest times.
Salesperson/Cashier - Saybrook Home - Old Saybrook, CT
(2016-10 - 2017-11)
- Responsible for ensuring accurate balance at the end of day. Dressed and accessorized mannequins. Organized, cleaned, closed, and secured store. Developed teamwork/team player skills.
Busser - The Griswold Inn - Essex, CT
(2015-11 - 2016-10)
- Maintained compliance with company policies and procedure for food safety, sanitation, and quality. Developed excellent relationships with managers and supported fellow team members to achieve success, build professional relationships, and create a positive work environment.
