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yyyyyy x. yyyyyy                                                                    

0000 xxxxxx xxxx , xxxx , xxxxx 00000


career objective                              

results-driven retirement planning specialist eager to contribute strong analytical, communication, and relationship building skills toward actively supporting a successful financial institution seeking a motivated and productive team member


ø  offer numerous years of progressive experience in the retirement services industry, with expertise in plan conversions, financial administration, and customer service

ø  facilitate client-focused, service-oriented environment vital to maximizing customer satisfaction and retention; provide individualized recommendations regarding retirement planning

ø  thorough knowledge of information warehousing standards, strategies, and tools; gather and organize employee, census, payroll, and payroll assets data

ø  proficiently oversee numerous client accounts; execute trades, monitor available cash, reconcile assets, research and resolve discrepancies, and prepare regular financials and client communications

ø  establish procedural improvements to increase departmental accuracy; ensure compliance with all institutional policies as well as government laws and regulations

ø  dynamic communication, presentation, negotiation, and relationship management skills

ø  proactive team player equally effective in independent and collaborative environments


~ technical proficiencies ~

ms word ~ excel ~ trustmark ~ relius document system ~ omni ~

plan on demand ~ sei trust ~ plan convert

professional experience                

union bank of california, glendale, ca                                                                                 2000 c 2008

trust officer, employee benefits conversion specialist (2004 c 2008)

defined contribution administrator (2000 c 2004)          


transamerica life companies, los angeles, ca                                                                  1984 c 1999

accountant (1989 c 1999)

account technician (1984 c 1989)


~ key achievements ~

  • in recognition of outstanding performance, steadily progressed within union bank of california trust department to attain position entrusted with a broad range of operational and administrative responsibilities; consistently achieved superior levels of client satisfaction
  • successfully managed 130 plans as union bank of california s defined contribution administrator; accurately balanced and prepared all monthly trust statements as well as quarterly client accounting books
  • effectively oversaw 1,000 group contracts with transamerica life companies and generated a high volume of accounting statements and tax reporting documentation


yyyyyy x. yyyyyy                                                                    

0000 xxxxxx xxxx , xxxx , xxxxx 00000







hiring agent name


company name


city/state/zip code




i am currently seeking a challenging career opportunity in a insert job title capacity and am submitting my resume for your review.  in advance, thank you for your time and consideration.


as demonstrated in the accompanying resume, my professional qualifications include extensive experience with retirement plan conversions, accounting duties, and account administration.  i excel at compiling and managing complex data to provide optimal customer service, and am adept at addressing client-specific needs.  my sharp operational management skills have consistently proven instrumental in my success at efficiently resolving potential issues as well as at developing business improvement solutions.  to complement this background, i offer strong technical proficiencies that include ms office, trustmark, omni, relius document system, sei trust, plan on demand, and plan convert applications. 


as an employee, you will find me to be a driven team player committed to supporting you in achieving your objectives through superior performance.  i am confident that i could be a valuable asset to your company, and look forward to interviewing with you in the near future.







yyyyyy x. yyyyyy

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