Managed retirement plan contribution processing and reconciliation for employer-sponsored accounts, ensuring accurate and timely posting of payroll contributions to participant records. Collaborated with internal teams and external clients to resolve discrepancies, maintain data integrity, and support compliance with financial and regulatory standards. Utilized data analysis and quality control processes to improve operational efficiency and deliver high-quality client service within a fast-paced financial services environment.
Experience: 2 - 5 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
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