Brett Mcbride Email & Phone Number

• Provided operational support to retirement plans across RecordkeeperDirect, worked to complete ad-hoc requests, processed financial transactions, plan maintenance changes, plan services reports, and plan audit requests.
• Worked as a Termination Coordinator, independently coordinated a caseload of plan terminations and deconversions, supported clients, setup payout timelines (Excel), fee payments, and large-scale financial.
• Served as a SONI Content Subject Matter Expert, independently managed a list of assigned SONI feedback requests, worked collaboratively with associates across all lines of business, developed mockups, submitted.

• Monitored Shareholder Services daily work volumes, tracked AWD Dashboards, ran predictive forecasts (Excel), presented data and provided summarized updates to the SHSV Leadership Group. Made critical decisions with.
• Reviewed SharePoint Requests, Attendance Line and Vacation Approvals for all lines of business

• Assisted investors and financial advisors alike in the management and organization of shareholder mutual fund accounts by submitting account transactions, processing financial sources, and working a variety of phone.
• Lead the IRV SHSV Development Advocate Group, delivered monthly emails to promote internal development resources, planned site wide events, and created team time activities to engage and challenge associates.

• Worked as a member of the Audit Staff Team, performed an analytical review of audit documents, entered audit data, assisted Audit Seniors on client site visits, and maintained productive working relationships with.

Bachelor Of Arts (B.A.), Economics

Associate'S Degree, Liberal Arts And Sciences

Activities and Societies: Business Leaders Society