Bertha Valencia

Bertha Valencia Email and Phone Number

401K Executive Administrator @ Los Angeles, CA, US
Los Angeles, CA, US
Bertha Valencia's Location
Los Angeles Metropolitan Area, United States
Bertha Valencia's Contact Details

Bertha Valencia personal email

n/a
About Bertha Valencia

Bertha Valencia is a 401K Executive Administrator at Allied Consultants. She possess expertise in customer service, social media, microsoft office, leadership, detail orientation and 17 more skills.

Bertha Valencia's Current Company Details
Allied Consultants

Allied Consultants

401K Executive Administrator
Los Angeles, CA, US
Bertha Valencia Work Experience Details
  • Allied Consultants
    401K Executive Administrator
    Allied Consultants
    Los Angeles, Ca, Us
  • Allied Consultants
    Executive Administrator
    Allied Consultants Apr 2022 - Present
    San Bernardino County, California, United States
    Responsibilities:- Provide comprehensive administrative support to Plan Administrators, ensuring compliance and smooth operations.- Manage accounts for major investment carriers, including American Funds and John Hancock.- Coordinate tax season deadlines and prepare detailed reports for timely tax filings.- Deliver exceptional customer service, resolving client and participant inquiries.- Assist in managing 20+ annual plan terminations, ensuring IRS compliance.- Calculate Required Minimum Distributions (RMDs) for 401k plans and process loans/withdrawals.- Safeguard confidential information for 3,000+ accounts.Accomplishments:- Successfully filed 1099-R and 945 tax forms, meeting strict IRS deadlines.- Resolved account discrepancies, enhancing client satisfaction.- Streamlined client onboarding with SS-4 filings and ensured IRS compliance.- Contributed to the compliant closure of 20+ plans annually.
  • The Education Team
    Substitute Teacher
    The Education Team Nov 2021 - Apr 2022
    Ontario, California, United States
    Responsibilities:- Delivered pre-designed lesson plans, ensuring a structured and consistent learning environment.- Managed classroom operations, promoting student engagement and a positive atmosphere.- Compiled reports on classroom activities for the returning teacher.Accomplishments:- Maintained learning continuity with minimal disruption during the teacher’s absence.- Recognized for high student engagement and participation.- Provided detailed post-class reports to support seamless teacher transitions.
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  • Enterprise
    Management Assistant
    Enterprise Dec 2019 - Nov 2021
    Greater Los Angeles Area
    Responsibilities:- Managed satellite branch operations, driving growth and expanding client relationships.- Handled billing, invoice processing, and insurance claims.- Led flagship branch through effective teamwork and collaboration.- Achieved high sales targets through exceptional customer service.- Tracked and managed inventory, optimizing regional distribution.Accomplishments:- Increased branch revenue and improved client retention.- Cleared significant outstanding debts for key accounts.- Led a high-performing team that exceeded sales and customer satisfaction goals.- Mentored and onboarded new hires, enhancing team performance.
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  • D2C Agency
    Account Manager
    D2C Agency May 2019 - May 2020
    Pomona
    - Assessed accounts needing support in social media, web design, market research, SEO, branding, and event planning.- Conducted interviews to assign members to accounts that aligned with their skills.- Trained members on tools like Mailchimp, Canva, and Trello as needed.
  • D2C Agency
    E-Mail Content Creator
    D2C Agency Oct 2018 - May 2019
    Pomona
    -Designed professional email campaigns to enhance the organization's presentation and outreach.
  • Linkedin
    Linkedin Student Learning Ambassador
    Linkedin Jan 2019 - May 2020
    Pomona
    - Developed strategic marketing plans to promote LinkedIn/Lynda on campus.- Collaborated with fellow ambassadors on call-to-action initiatives.- Utilized communication skills to engage students through campus organizations.- Promoted LinkedIn/Lynda at the American Marketing Association Conference at Cal Poly Pomona, offering information and complimentary headshots.
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  • H&M
    Sales Advisor
    H&M Jul 2019 - Mar 2020
    - Guided customers using core values, offering assistance and support.- Managed incoming garments, maintained the sales floor, and promoted current deals.
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  • Covina Valley Unified School District
    Avid Tutor
    Covina Valley Unified School District Nov 2018 - Jan 2020
    Covina
    - Assisted middle school students with academic challenges, promoting analytical thinking through guided support.- Provided mentorship by sharing personal college experiences and being a positive role model.
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  • Forever 21
    Team Leader/ Associate Trainer
    Forever 21 Nov 2015 - Jul 2019
    West Covina
    - Greeted and assisted customers on the sales floor, providing information on current deals.- Processed transactions and handled customer purchases.- Performed non-sales duties, including stocking and administrative tasks.
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  • Bassett Unified School District
    Avid Tutor
    Bassett Unified School District Dec 2016 - Mar 2018
    La Puente, California
    - Assisted middle school students with academic challenges, promoting analytical thinking through guided support.- Provided mentorship by sharing personal college experiences and being a positive role model.
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Bertha Valencia Skills

Customer Service Social Media Microsoft Office Leadership Detail Orientation Creative Problem Solving Sales Time Management Teamwork Canva Research Blogging Recruiting Microsoft Excel Microsoft Word Microsoft Sharepoint Communication Public Speaking Management Multitasking Fully Bilingual Spanish Micrsoft Outlook

Bertha Valencia Education Details

Frequently Asked Questions about Bertha Valencia

What company does Bertha Valencia work for?

Bertha Valencia works for Allied Consultants

What is Bertha Valencia's role at the current company?

Bertha Valencia's current role is 401K Executive Administrator.

What is Bertha Valencia's email address?

Bertha Valencia's email address is bv****@****ise.com

What schools did Bertha Valencia attend?

Bertha Valencia attended California State Polytechnic University-Pomona.

What skills is Bertha Valencia known for?

Bertha Valencia has skills like Customer Service, Social Media, Microsoft Office, Leadership, Detail Orientation, Creative Problem Solving, Sales, Time Management, Teamwork, Canva, Research, Blogging.

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