Customer Service Human Resource
Resume:
SANGEETA KAPOOR
(Employment Eligibility: US Citizen)
Raleigh, NC 27613
abmzww@r.postjobfree.com
SUMMARY
. MBA Finance
. Recent experience with 401K, Pension, and Taxes
. Strong analytical and quantitative skills
. Excellent oral and written communication skills
EDUCATION
MBA Finance, University of Delhi, New Delhi, India.
Some courses included were:
. Managerial Economics
. Probability and Statistics
. Financial Accounting
. Marketing Research
. Quantitative Methods I & II
. Marketing Management
. Investment Management
. OD/OB courses
B.A. Economics, University of Delhi, New Delhi, India.
Computer Skills
Outlook, Word, Excel, PowerPoint, Internet, and company specific software
Other Courses
Post Masters Program in Organization and Human Resource Management, June
1998
College of Business and Administration, Drexel University, Philadelphia.
GPA: 3.8/4.0.
Payroll Fundamentals, November2007
Wake Tech Community College in partnership with American Payroll
Association.
. Subjects included: Payroll Calculations, Benefits, Payroll Reporting,
Employment Taxes, and Payroll Accounting.
PROFESSIONAL EXPERIENCE
Fidelity Investments, Cary, NC.
Customer Service Associate, Pension.
April 2009 - Present
. Completed 10 week course in Pension. This training includes types of
pension plans, initiating retirement process and pension concepts.
. Run pension calculations and explain the numbers and pension process to
retired individuals.
. Make changes to existing pension accounts on customer's request.
Customer Service Associate, 401K
March 2008 - April 2009
. Completed 401K training. Included were qualified versus non qualified
plans, different Defined Contribution plans, sources of acceptable
contributions, regulatory agencies and the regulations. Also studied
basics of 401K investing including a study of stocks, bonds and mutual
funds, basics of an investment strategy, monitoring and rebalancing
. Talked to customers on the process of enrolling in their plan, choosing
their investments, exchanges, rebalances, loans, withdrawals and tax
consequences.
. Research customer account issues and request back office to resolve.
Liberty Tax Service, Raleigh, NC.
January 2008 - April 2008
Tax Preparer.
. Filed federal and state tax returns for individuals.
. Completed level 1 certification.
Reliance Insurance Company, Philadelphia, PA. February
1998 - November 1998
Human Resource Intern.
. Conducted phone screens and reference checks, searched databases for
candidates, and posted jobs on the intranet.
. Prepared reports on open and filled positions and on recruiting fee
analysis.
. Helped at orientations with new hire paperwork.
University of Papua New Guinea.
July 1995 - November 1995
Math Tutor.
. Coached students for math courses and graded papers.
EFSL Financial Services. New Delhi, India.
June 1991 - April 1993
Marketing Executive.
. Successfully managed the marketing program and administration for
certificate of deposits.
. Developed an incentive package for brokers to increase the deposit base.
. Planned promotions with advertising agency.
MEMBERSHIPS
. Triangle SHRM
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