Candyce Ussery Email & Phone Number

United States

• Analyze and research data to ensure proper completion of Form 5500 and applicable schedules.• Prepare forms within set deadlines and quality expectations.• Provide communications and auditing packages to auditors and clients according to IRS regulations.• Research and answer questions from auditors and clients• Analyze and research census data provided by the client in preparation for compliance testing.• Determine appropriate tests needed per plan based on specific plan provisions.• Perform compliance testing (ADP/ACP, 401(a) (4), 410(b), Benefits, Rights & Features, Top Heavy), calculations of employer match and nonelective contributions, and applicable refunds. Monitor 402(g) and 415 limits and handle corrective measures.• Resolve plan operational errors discovered during test processes.•Performs annual non discrimination testing•Calculates benefits•Researches corrective action when errors occur

• Conducts Pre-Risk assessments by reviewing complaints for regulatory and non-regulatory flags• Ensures customer's complaints are thoroughly addressed while maintaining complaint• Creates and assigns work independently and stays within the departments SLA guidelines• Collaborates with different lines of business to complete tasks• Risk and regulatory compliance• Utilizes independent judgment when completing cases

St Louis, Missouri, United States

Provides technical support for users to restore service and functionality of Wells Fargo Advisor's app and websiteFosters productive relationships with prospective and competitive customers to drive sustained growthEducates clients on available account services and productsResolves clients inquiries regarding their brokerage account by identifying errors with account informationResponsible for supporting internal employees and external clients by providing support services in account management, operations, documentation and customer serviceBuilt strong relationships with internal and external stakeholders and devised strategies, initiatives and events promoting products and servicesDisplays problem solving and analytical skillsIdentified trends based off cases submitted by representatives on behalf of clients

St Louis, Missouri, United States

Maintained current understanding of financial market conditions, compliance standards and best practicesComplied with established internal controls and policiesEstablished and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activitiesCreated and maintained detailed administrative processes and procedures to drive efficiency and accuracyContinually sought methods for improving daily operations, communications with clients, record keeping and data entry for increased efficiencyProvided subject matter expertise for special projects