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| | Click here or scroll down to respond to this candidateGCandidate's Name
PHONE NUMBER AVAILABLEEMAIL AVAILABLERiver Rouge, MI Street Address
SUMMARYEnthusiastic Pension Analyst eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Dedicated professional with a history of meeting organizational goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Highly-motivated employee with the desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.SKILLSDocument Services RepresentativeAFN PreparationPBI Search ToolAnalytical Problem SolvingResearch capabilitiesFinancial ForecastingReport PreparationReport GenerationData ManagementBenefits AdministrationTime management abilitiesMultitaskingOrganizational SkillsTeam buildingReliabilityAnalytical SkillsAdaptabilityTask PrioritizationWritten CommunicationTeamwork and CollaborationAnalytical ThinkingSIMONProfessional DemeanorInterpersonal CommunicationAttention to DetailEffective CommunicationDecision-MakingInterpersonal SkillsProblem-SolvingMicrosoft PowerPoint, Excel, Word, Outlook & AccessEXPERIENCEPension AnalystSouthfield, MIWillis Towers Watson/ Feb 2021 to May 2024Update individual records to keep them accurate and detailed.Maintain participant database up-to-date and accurate.Review retiree pension records and contact them for more information if needed.Fulfilled plan participants document requests. (Duplicate retirement kits, Direct Deposit Forms, 1099R request, etc.)Respond to participant inquiriesOversee all participant communications based on company proceduresPerform calculation of pension benefits according to participant's plans with On System and Off System Excel Tools. (Cash Balance Plans, Off System Tools that use Macros.)Prepare pension summaries and paperwork for participantsProvide administrative support to pension management team when needed.Responded promptly and accurately to inquiries from participants regarding their individual retirement accounts or pension plans.Document Services Representative for Large Market Clients.Preparation and mailing of the Annual Funding Notice for large market client.Administrative AssistantDetroit, MIWilson 5 Service Company/ Nov 2018 to Mar 2021Maintain participant database up-to-date and accurateRespond to participant inquiriesOversee all participant communications based on company proceduresEnsured efficient operation of office equipment such as printers, copiers and fax machines.Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.Managed office supplies inventory and placed orders when necessary.Managed incoming calls while providing information or transferring callers to appropriate personnel.Facilitated communication between different departments within the organization.Answered questions from customers regarding products and services offered by the company.Compiled data from various sources into organized reports for review by management team.Provide administrative support to the management team when needed.EDUCATION AND TRAININGMBA: Accounting and FinanceAmerican InterContinental University Mar 2018Schaumburg, ILBBA: Specialization in Accounting & FinanceAmerican InterContinental University Mar 2010Schaumburg, ILONLINE PROFILES - LINKEDINhttps://LINKEDIN LINK AVAILABLE |