Anna James Email & Phone Number

St. Augustine, Fl, Us

Jacksonville, Florida, United States

Provide personalized customer service to clients regarding their 401(k) plans, offering detailed explanations and guidance on plan features, investment options, and contribution limits.Assist clients in enrolling in and managing their 401(k) accounts, including processing contributions, withdrawals, and rollovers accurately and efficiently.Resolve client inquiries and issues promptly and professionally, maintaining high levels of customer satisfaction and retention.Collaborate with financial advisors and other team members to develop customized solutions for clients' retirement needs, ensuring compliance with regulatory requirements.Stay updated on industry trends, regulatory changes, and best practices related to retirement plans and communicate relevant information to clients effectively

St Augustine, Florida, United States

Facilitate collections of all outstanding private receivables and provide itemization of all bad debt, voids, and adjustments monthly by coordinating with accounting manager. Prepare source data for computer entry by compiling and verifying accuracy of information. Organize and distribute documentation across company employees.

St Augustine, Florida, United States

Supervised administrative activities of benefits, payroll, employment law, and legal compliance. Planed and implemented policies, guidelines, and compliance with corporate direction. Led oversee all PTO balances, payouts, and accruals for 3K employees. Managed accurate staff member files and record all human resource files while ensuring confidentiality.

Raleigh, Nc/ Jacksonville, Fl

Collected data and presented information to clients by planning and conducting events. Drove positive brand perception and lead purchase by connecting with customers. Created social media content to drive brand awareness and attract new customers.

United States, Alaska

Assisted people with questions via phone, walk-in, and email, Helped resolved technical issues with printers/ computers. Answered all the customers' questions and addressed their complaints

Bachelor'S Degree, Business Administration With Concentration In Human Resource Management, 3.9

Certificate, Social Media Manager And Administrative Assistant

Working with Word Processing, Spreadsheets, Email application, making a presentation, Online Communication, QuickBooks, Introduction.

Bachelor Of Business Administration - Bba