Customer Service Financial Professional

Matthew Green ***** Aspen Trl, Aubrey, TX *****

Phone Number: 603-***-**** – \ Email: ad0ogg@r.postjobfree.com Experienced financial professional with an extensive knowledge of employer sponsored retirement plans, financial markets, possessing excellent customer service skills, and experience in team-oriented environments.

Professional Skills

• Currently hold the series 65 Financial License

• Strong communication, interpersonal, and presentation skills

• Proficient in Microsoft Office-based programs

Experience

Fisher Investments - Plano, Tx - January 2020 to Present January 2020 - Present - Retirement Counselor

• Worked with plan sponsors to develop and administer 401k benefits for their employees.

• Provided on-site educational seminars to groups of plan participants.

• Acted as main point of contact for plan sponsors during their transitions to new record keepers.

• Acted as primary relationship manager for over 70+ clients with assets of 5mil+.

• Responsible for delivering Annual Plan Reviews of 401k Plans. ADP - Salem NH - December 2016 to December 2019

December 2016 - December 2019 - Retirement Plan Specialist

• Worked with CFO’s and heads of HR to administer 401k plans for their employees.

• Vast knowledge of retirement plan design, implementation and administration.

• Identified opportunities for employers to generate more employee participation in the company sponsored 401k.

• Performed ADP/ACP compliance testing on 401k plans.

• Prepared and reviewed Plan Documents, Matching calculations and Annual Profit Sharing contributions.

• Acted as the day to day contact for any 401k related issues for over 150 clients.

• Helped to facilitate IRS required discrimination testing at year end. Fidelity Investments - Merrimack, NH - March 2007 to October 2016 November 2013 – October 2016 – Workplace Planning and Guidance Consultant I & II

• Responsible for helping customers with complex planning needs surrounding their retirement plans

• Assist with tax efficiencies and estate planning needs October 2008 – November 2013 – Retirement Representative

• Responsible for processing trades in 401(k) and brokerage accounts

• Processing loans and withdrawals from 401(k), 403(b), and 401(a) retirement plans

• Responsible for educating and enrolling customers into their employer-sponsored retirement plan

Education:

Bachelor’s Degree: Business Administration, 2002 - 2006 Rivier College Nashua, NH B.A. Business Administration

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