Operations & Compliance Professional with Pension Expertise

DEIDRE RUTH

Farmington, UT ***** 801-***-**** ************@*****.***

PROFESSIONAL SUMMARY

Detail-oriented and highly organized operations and compliance professional with 15+ years of experience in pension administration, payroll processing, regulatory compliance, financial services, and executive support. Proven ability to manage complex documentation, interpret regulatory requirements (IRS, ERISA, state compliance), and deliver accurate, deadline-driven results in high-accountability environments. Recognized for strong client communication, discretion with sensitive information, and calm decision-making under pressure. Recent experience as a Primary Caregiver further strengthened skills in medical coordination, advocacy, budgeting, and crisis management. Seeking to leverage compliance, administrative, and financial operations expertise in a structured, growth-oriented organization.

CORE COMPETENCIES

Regulatory Compliance (IRS, ERISA, State & Federal), Pension & Retirement Plan Administration, Payroll Processing & Tax Reporting, Benefits Administration & Open Enrollment Support, Financial Documentation & Record Management, Medical & Appointment Coordination, Client & Stakeholder Communication, Case Management & Enforcement Procedures, Confidential Data Handling, Accounts Payable / Accounts Receivable, Executive & Administrative Support, Deadline-Driven Workflow Management, Cross-Functional Collaboration, Conflict Resolution & Problem Solving, Budget Monitoring & Expense Oversight, High-Stress Decision Making

PROFESSIONAL EXPERIENCE

Private Family Care Farmington, UT

Part-Time Primary Caregiver 2024–Present

Coordinate medical appointments, specialist visits, and follow-up care

Manage medication schedules and health documentation

Communicate with healthcare providers regarding treatment plans

Advocate for patient needs across multiple care settings

Monitor symptoms and respond to medical concerns promptly

Provide transportation and mobility assistance

Oversee household operations, scheduling, and budgeting during medical hardship

Maintain calm decision-making in high-stress situations

Flynn, Shojinaga & Associates, Inc. Alameda, CA (Remote)

Pension Administrator 2021 – 2024

Processed employee distribution requests including terminations, loans, refinances, amortizations, and hardship withdrawals.

Supported employer clients with annual retirement plan calculations and compliance filings.

Ensured all requests and plan operations adhered to IRS regulations and ERISA standards.

Collaborated with plan sponsors and custodians to resolve discrepancies and maintain regulatory compliance.

Check Mate Payroll Service Bountiful, UT

Payroll Specialist 2020

Processed daily payroll for 200+ small- to mid-sized businesses, ensuring timely and accurate wage disbursement.

Prepared and filed quarterly tax and wage reports; managed federal and state tax payments.

Provided ongoing client support for verification of employment (VOE) and compliance inquiries.

State of Utah – Office of Recovery Services Ogden, UT

Compliance Agent II 2018 – 2019

Managed enforcement of child support payment compliance, coordinating with state agencies and legal counsel.

Partnered with the Attorney General’s office to address non-payment cases.

Conducted daily client communications, issued balance letters, and maintained accurate case documentation.

Fringe Benefit Analysts Layton, UT

Service Executive / Administrative Assistant 2016 – 2017

Supported over 600 employees across multiple employer groups during open enrollment.

Processed enrollments, terminations, and benefits changes directly through carrier portals.

Assisted clients in understanding and selecting optimal plan options based on individual needs.

Resolved complex claim and carrier issues, ensuring high client satisfaction.

Green Construction, Inc. Kaysville, UT

Executive Assistant / Payroll Supervisor 2012 – 2015

Administered weekly payroll for 100+ employees, including certified payroll compliance.

Managed contract documentation, accounts payable/receivable, and company credit accounts.

Assisted owners with general ledger reconciliation and financial reporting support.

America First Credit Union Bountiful, UT

Teller / Loan Officer 2010 – 2012

Processed member transactions, including deposits, withdrawals, wire transfers, and account updates.

Evaluated and processed personal loans, credit cards, and auto loans.

Maintained 100% accuracy in daily drawer and vault balancing.

Infinite Mind Salt Lake City, UT

Administrative Assistant 2008 – 2010

Supported executive leadership (CEO, COO, CFO) with administrative tasks and scheduling.

Provided technical assistance to customers for proprietary software solutions.

Managed customer email and phone correspondence to ensure prompt, professional responses.

EDUCATION

University of Utah – Bachelor of Science in Psychology (Graduated December 2010)

Weber State University – Paralegal Certificate (Graduated May 2006)

TECHNICAL SKILLS

Microsoft 365 (Word, Excel, Outlook, PowerPoint) • QuickBooks • 10-Key Proficiency • Payroll & HR Systems • Data Entry & Reporting • Customer Relationship Management (CRM) Tools

ADDITIONAL STRENGTHS

Exceptional interpersonal communication and client service

Highly organized and dependable under deadline pressure

Proven ability to manage sensitive information with discretion

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