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Candidate Information
Title Human Resources Retirement Planning
Target Location US-AZ-Phoenix
Email Available with paid plan
Phone Available with paid plan
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CROBJECTIVEApplying my professional experience inAdministration, Human Resources andRetirement Planning to support anorganization in attaining Company goals.SKILLSAdministrative FunctionsCan-do AttitudeCollaborativeConfidentialConscientiousCustomer ServicesDependablePayrollPresentationsTeam OrientedWritten and Verbal CommunicationsBenefits AdministrationEmployee RelationsPerformance ManagementRecruitmentWord, Excel, PowerPoint, OutlookEDUCATION, TRAINING &CERTIFICATIONSNILES WEST HIGH SCHOOL.MORTON GROVE, ILHigh School DiplomaWM. RAINEY COMMUNITY COLLEGE.PALATINE, ILBusiness Courses360 Degree Performance ProfileBehavioral InterviewingTeam BuildingPredictive Index PerformanceLife and Health Insurance licensesState of IllinoisCHERYL REMKEADMINISTRATIVE PROFESSIONALEMAIL AVAILABLE . PHONE NUMBER AVAILABLEEXPERIENCEEXECUTIVE ASSISTANT. UNITED FIDELITY FUNDING. SEPTEMBER 2015  FEBRUARY 2023Support with all administrative functions assigned by Director of Operations, both business and personal. Performed HR New Hire, Benefits and Payroll related functions. Set up and maintain electronic filing system.PART-TIME CASHIER/RECEPTIONIST. MAX MADSEN MITSUBISHI. SEPTEMBER 2013  SEPTEMBER 2015Part-time position enabling continuation of Retirement Planning Associate position with Starz Financial Planning.RETIREMENT PLANNING ASSOCIATE. STARZ FINANCIAL PLANNING. JULY 2013  AUGUST 2019Develop, educate and maintain relationships with prospective and existing client base primarily servicing the not for profit community. This included counseling clients on design and implementation of company and individual retirement plans, presentations and marketing materials.RETIREMENT PLANNING ASSOCIATE/ACCOUNT EXECUTIVE. FIRST NONPROFIT INSURANCE/AMTRUST INSURANCE. MARCH 2005  JULY 2013 Same responsibilities as performed with Starz Financial Planning. HR EMPLOYEE RELATIONS SPECIALIST. AMBROSI AGENCY.APRIL 2004  MARCH 2005Coached and counseled managers and employees, investigated performance issues, conducted involuntary termination meetings, revised and presented training modules, supervised 3 HR specialists, served as back up to Director HR and Benefits Administrator. ACCOMPLISHMENTSSelected as Company representative in mapping Managed Care and COBRA. Sent to various locations for office start-ups, reductions in work force, shutdowns, performance issues and involuntary terminations.Promoted to manage two Regional HR Departments establishing credibility. Sited for largest participation in Company 401(k)Created Employee Handbook plus policies and procedures for small company. Consulted at DePaul University to assist international MBA marketing candidates with interviewing and negotiating techniques.Supported Financial Advisor in development and maintenance of retirement planning business.

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