Bertha Valencia Email & Phone Number

Los Angeles, Ca, Us

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.

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.

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.

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.

Pomona

-Designed professional email campaigns to enhance the organization's presentation and outreach.

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.

- Guided customers using core values, offering assistance and support.- Managed incoming garments, maintained the sales floor, and promoted current deals.

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.

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.

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.