4583 Woman Bug Drive
Staten Isle, NY 10306
(123)-980-2042
t.kittleson@emailaddress.com
Job Objective: Looking for performance within the company able of IRA Professional. Familiar with under the surface managing responsibilities as well as hands-on function on the market.
Highlights of Qualifications:
Remarkable expertise in CD & IRA processing
Huge understanding of IRA rules
Steep understanding of Friend Bank’s products
Familiarity with Windows-based PC skills
Amazing capability to multi-task
Professional Experience:
IRA Specialist
Capital One, Staten Isle, NY
May 2006 - Present
Managed functional management of Personal Pension Records.
Handled IRS Conformity and system reliability.
Assessed invoice of Pension Consideration Deal types.
Aided workers and clients.
Updated individual client information.
Administered Pension account exchange demands.
Reviewed IRA withdrawals and performed research.
IRA Specialist
Ally, Staten Isle, NY
March 2003 - Apr 2006
Act as principal contact for quality of IRA problems.
Managed handling and computer file servicing.
Respond to Customer Call Middle.
Suggested plan changes to master.
Formulated separate reviews for control.
Education:
Bachelor's Level in Accounting
St. Francis College, Brooklyn, NY