Customer Service Manager
Resume:
Rachael Salinas
***** ***** **** ***** 832-***-****
Houston, Texas 77070 ***************@*****.***
Objective
Seeking a full time opportunity where I can utilize my communication skills, leadership abilities, and eagerness to learn in a way that contributes to the success of the organization. Skills and Technology
Knowledge of H.R. Procedures
Knowledge of ERISA, IRS and DOL
Knowledge of Retirement Services
(401(k), 403(b), 457)
Microsoft Applications
Relius Software System
Payroll Systems Experience
Career Chronology
Alliance Benefit Group, Houston, TX May 2007- September 2016 Position: Benefits Analysis/ Customer Service Representative
Experience in all phases of defined contribution operations; including compliance testing, trust accounting/balancing, record keeping, processing distributions, loans, as well as other aspects of financial management.
Worked independently to ensure timely processing of retirement contributions and distributions for 120+ clients.
Assisted in consulting clients to ensure compliance with federal and state laws including HIPAA, ERISA and COBRA.
Calculated participant vesting, source matching, and eligibility in accordance to the plan document, SPD, plan amendments, enrollment forms, DOL, and IRS regulations.
Assessed and distributed quarterly and end of year statements to participants and clients.
Strong organizational skills and the ability to handle multiple tasks under strenuous deadlines.
Demonstrated client service and communication skills, both written and verbal.
Routinely prepared, pioneered, and/or assisted with special projects as needed.
Assist clients and participants will all questions for their 401K plan.
Process all enrollment forms for new hires.
Rachael Salinas Confidential Résumé
■ ■ ■ ■ ■ 2 of 2
Cal Data, Houston, TX April 2004-2007
Position: Executive Assistant/Office Manager
Acting Human Resources manager. Duties include updating the Employee Profile, New Hire Orientations, Terminations and Payroll.
Accounting clerk. Managed Accounts Payable & Accounts Receivable.
Handle expense reports and issue employee expense checks.
Responsible for all daily bank transactions: deposits, wire transfers, checks and debt collections.
Responsible for coding and stamping all invoices for all departments.
Assist Executive Staff & Sales team on a daily basis.
Update and manage daily agenda for each member of the Executive Team.
Setup and maintain all company files including Sales, Accounting and Contracts.
Scheduling of current project activities.
Provide daily and weekly reports to Senior Management.
Event planner for training classes, seminars and conferences hosted by the company as well as company sponsored events such as the company’s Christmas gathering.
Administrative duties such as distributing faxes to proper staff members, schedule travel arrangements and maintain a professional work environment.
Maintained inventory and office supplies.
Answered and handled customer phone calls as well as all incoming and outgoing mail. Language
English & Spanish
Education
MacArthur High School
Graduated: 1989
Completed ASPPA's Retirement Plan Fundamentals Exam- Scored 100/100 December 2012
Professional References
Available upon request
Contact this candidate