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Diligent Pension Administrator with comprehensive knowledge of pension plans and implementation and tracking of such plans. Adept at interrupting financial and technical information related to pension planning administration and distribution. Focuses on pension management and account setup procedures.
● Extensive knowledge of the pension industry and common pension plans
● Experience with software programs related to pension tracking
● Proficient in math and accounting practices related to pensions
● Ability to manage and track multiple accounts with efficiency
● Ability to work well with others and achieve assigned goals
● Solid leadership and communications skills
● Presented retirement and pension plans to clients.
● Answered client questions in person over the phone and online.
● Supervised individual pension plans and communicated with clients.
● Produced quarterly and annual pension plan reports.
● Provided details of available retirement plans to perspective clients.
● Worked on various projects with management.
● Prepared required pension plan documents including monthly and quarterly reports.
● Assisted existing clients and met with perspective clients regarding pension plans.
● Worked with local employers to set up company pension plans.
● Offered an assortment of individual retirement plan options.
● Tracked pension plan deposits and prepared monthly statements.
● Interpreted pension programs for clients.
● Formulated and filed required government forms.
● Prepared required regulatory documents.
● Detailed pension plan and IRA options to clients.
● Prepared monthly quarterly and annual account reports.
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