xxx-xxx-xxxx p.o. box 1078 jackson, nj 08527 abc@xyz.com
	julie e. kersaint

 

 

details-focused finance / operations analyst specializing in driving administrative efficiency, supporting large-scale projects, providing world-class client relations, and cultivating a strong brand image eager to offer progressive experience within high-profile institutions and corporate firms toward optimizing your bottom-line results.

 

 

         top performer who develops, analyzes, and interprets statistical data to optimize profits in coordination with key goals.

         integral leader who makes solid decisions to reflect positively on business finances, company well-being, and client satisfaction, along with seamlessly handling confidential responsibilities while maintaining high-quality service levels.

         projected to commence a business administration degree at american public university within the upcoming weeks.

         ambitious self-starter who plans, prioritizes, and manages multiple tasks within deadline-driven environments.

         out-of-the-box thinker who streamlines core processes to increase efficiency within high-volume institutions.

         proficient in microsoft office, lotus notes, internal compliance systems, and internet applications.

 

 

retail accounts • qualified plans • individual retirement accounts (iras) traditional, roth, simple, sep, and rollover

defined contributions • defined benefit plans • versatile investment plans (vips) • retirement plan manager accounts (rpms)

401k plans • money purchase plans • profit sharing plans • mandatory retirement 72t distributions • 1099-r / 5498 tax forms

 

 

 

         utilized broad scope of business support talents toward developing and maintaining targeted strategies to further penetrate client relationships, along with working within a high-volume call center providing superior customer service.

         built and sustained valuable long-term advisory relations with a diverse clientele by effectively profiling wide-ranging situations to coordinate and implement mutually beneficial outcomes between both the client and verizon.

 

 

         played a vital role in ensuring seamless financial services operations by participating as a special project team member in the successful acquisition of prudential securities by wachovia securities, llc, including demonstrating expertise by advising top-performing junior ira associates and branches regarding ira rules and regulations inquiries and processing.

         optimized organizational efficiency by processing administrative procedures on retail accounts, qualified plans, and iras from traditional, roth, simple, sep, and rollover which consisted of approving distributions due to death, divorce, and annuity liquidations, along with processing journals, cutting checks, and performing account maintenance as required.

         handled wire transfers and mandatory retirement 72t distributions with independent brokerage correspondence firms.

 

 

         strategically steered retirement analysis operations success by researching and processing 1099-r and 5498 tax forms inquiries regarding ira accounts (e.g. sep, roth, simple), including performing proactive legal administrative procedures for 401k plans, money purchase plans, profit sharing plans, defined contributions, defined benefit plans, versatile investment plans (vips), retirement plan manager accounts (rpms), and individual retirement accounts (iras).

         applied strong communication skills toward training staff on documentary and non-documentary procedures and 1099-r reporting, along with facilitating ira and rpm account closures, re-establishments, and modified account classifications.

         supported the design and implementation of an interactive ira bulletin for nationwide departments and branches.

 

 

extensive liberal arts coursework                                                                                                                             long island university