Administrative Assistant Microsoft Office

Wayne L. White Jr

Phone: 704-***-**** Email: ********@*****.***

Professional Work Experience:

Vanguard 02/2017-present

Inheritance Specialist

Assisting all types of investors with meeting their financial goals-the young adult opening a first account, a family saving for a child’s college education, a married couple investing for their first home, a high net worth client preserving her wealth, or an entrepreneur managing his small-business retirement plan.

Using virtual technology to connect with clients and help manage their assets.

Developing relationships with clients to understand their unique investment needs and position appropriate products or solutions.

Assisting with inheritance investments as a transition specialist, handling new and transfer accounts.

Ingersoll Rand (Contingent Labor -Aerotek) 10/2015-03/2017

Pension Analyst

Research, analyze, and evaluate the administration of retirement plans and programs, including defined benefit and defined contribution plans

Calculate benefit calculations according to benefit plan documents timely and accurately

Proficient knowledge in Defined Benefits and Plan Provisions

Understands advanced Defined Benefit principles and legislation

Understanding of clients' pension plan provisions, data, and Define Benefit Calculations system

Audit and perform both first and second checks of calculations

Ensures accuracy and quality of system generated calculations and communication statements

Prepare complex benefit calculations to include trust instructions

Collect, manipulate, reconcile, and review participant data – identifying and resolving issues as they arise

Aon Hewitt 08/2012 – 08/2015

HR Generalist/ Benefits Advisor

Engages participants within the worksite setting to drive awareness and enrollment into clinical and wellness programs offered by their employer

Accurately delivers pertinent information. Documents consumer interaction and appropriately follows all processes and procedures related to participant engagement

Accurately manages Workforce administration, pay and time, 401k, pension and multiple technology systems, and work related applications simultaneously

Builds rapport and establishes trusted relationships from front line employees to senior executives to provide pension support, including plan management, compliance, and enrollment, managing, and assisting with calculations, estimates, force-out payments and commencement

Consistently meet performance, customer satisfaction, and client research requirements

Connextions 01/2011 – 12/2011

HR Manager/ Benefits Analysis

Accurately manages Workforce administration, pay and time, 401k, pension and multiple technology systems, and work related applications simultaneously.

Trained and provided coaching sessions for representatives.

Performed quality monitoring of agent calls and assisted with improvement goals while providing positive feedback.

Accurately manages multiple technology systems, and work related applications, and dual computer monitors simultaneously.

Builds rapport and establishes trusted relationships from front line employees to senior executives.

Convergys/Comcast Cable 04/2011 – 10/2011

Floor Support Specialist

Monitored agent inbound and outbound calls to ensure quality.

Performed daily coaching of agents through side by side, or virtual monitoring.

Accurately manages multiple technology systems, and work related applications simultaneously.

Created daily reports outlying the type of call drivers throughout the day and submitted via spreadsheet format

Supervised and trained incoming floor support specialist on requirements of the position.

Mecklenburg County Health Department 05/2010 – 05/2011

Administrative Assistant lll

Supported and assisted the Health Director for Mecklenburg County with complying with the County of Mecklenburg requirements to maintain accreditation and certification.

Responsible for adding, updating, creating and correcting data, reports, files, via Microsoft word, office, power point, excel and publisher technologies.

Managed and maintained organization of confidential files and documents.

Builds rapport and establishes trusted relationships from front line employees to senior executives.

Livingstone College Support Services 08/2008 – 05/2010

Human Resources Assistant

Accurately manages Workforce administration, pay and time, 401k, pension and multiple technology systems, and work related applications simultaneously

Performed secretarial duties, by filing, correcting, updating all data pertaining to address, email, and phone numbers of students and staff members.

Assisted with performance reviews, and federal proposals for federally funded programs.

Assisted disabled students with career path and educational choices.

Managed time sheets and processed payroll.

Education

Livingstone College- B.S., Business Administration 2008

North Carolina Central University – M.S. Athletic Administration 2012

Kaplan University – MBA Project Management 2016 (still attending)

Skills

PeopleSoft, Workday, Remedy and Microsoft Office to include Word, Excel, and PowerPoint.

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