3885 Briercliff Road
Brooklyn, NY 11234
(222)-615-3095
r.williams@emailaddress.com
Job Purpose Knowledgeable Retirement living Expert of many years looking for career with the organization to help enhance in the market.
Highlights of Qualifications:
Profound information of laws and guidelines associated with the retirement system
Vast information about HRIS/ information selection and LAWSON ERP
In-depth information of primary and common bookkeeping and audit procedures
Proficient with MS Workplace resources, such as Term, Succeed, and PowerPoint
Extensive information beneficial agreement language
Excellent interaction and systematic skills
Ability to comprehend, assess and make verdict on the suggestions (RFP’s)
Familiarity with guidelines, guidelines and tax implications
Professional Experience:
Retirement Specialist
Nationwide Insurance, Brooklyn, NY
May 2006 – Present
Daily Getting back together of cables for Retirement living Programs Division.
Conducted Condition tax retaining and 1099R/5498 tax confirming improvements.
Recognized and pleased client’s mentioned and unstated needs.
Monitored client’s financial commitment encounter and information, choices and activity alignment, and retirement objectives.
Analyzed various retirement and financial commitment plans and prospective effect.
Retirement Specialist
American Worldwide Team, Brooklyn, NY
March 2003 – Apr 2006
Managed allocated nonqualified retirement plans, pension plans and 401(k) plans.
Provided quality on everyday management problems.
Presented the assistance and tips on investment strategies and solutions.
Liaised between the program manager and outside counsels in DRO techniques.
Education
Bachelor’s Level in Commerce
Triton Higher education, Stream Grove, IL
Sample Retirement Specialist Resume
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Sample Retirement Specialist Resume |