Charles Jerry Email & Phone Number

United States

• Advanced from Test Creation Administrator 1 to Test Creation Administrator Lead position.
• Support a network of internal English Language Learning (ELL) test developers and external item writers across multiple programs, test measures, and locations.
• Coordinator for TOEIC Speaking and Writing platform/prompt reviews, TOEFL Reading passage finder program, TOEFL Essentials item entry and AI synthetically generated speech creation, and Strategic Business Unit reprints.
• Updated all processes and templates in the above roles—resulting in greater production delivery efficiency.
• Execute XML and metadata item and stimulus entry/editing in support of assessment test creation.
• Create author audio AI synthetically generated speech for TOEFL Listening conversation and lecture sets.

Princeton, NJ

• Full-time consultant position via Adecco Staffing USA.
• Proof/edit assessment development test series copy, following conversion from legacy TCS system to new IBIS system.
• Ensure consistency of style, accuracy of content, layout, and the highest overall editorial quality of text and artwork.
• Perform daily XML content and metadata edits to operational pool test series copy.
• Work with all academic teams and provide conversion/edit support for all test series and testing methodologies (computer/internet-based, and paper/pencil-based editions).

Toms River, NJ

• Manage and execute defined contribution plan administration and asset reconciliation.
• Proactive point of contact for assigned clients and financial professionals.
• Execute plan non-discrimination testing (ADP/ACP, Top Heavy, Coverage), and IRS Form 5500 preparation.
• Prepare all documentation/correspondence for participant loans, distributions, and client billing.
• Manage and execute entire process for new plan implementations and existing plan conversions.
• Review all daily participant loans and distributions for accuracy and submit for processing.

East Windsor, NJ

• Manage and execute the entire plan implementation and/or conversion process of small-, mid-, and large-market retirement plans within company and regulatory protocols.
• Set and manage expectations for all internal and external parties.
• Point of contact for assigned clients, financial professionals, TPAs, and payroll integration vendors.
• Implemented over 1,500 retirement plans during my job tenure—exceeding annual production targets each year.
• Skillfully revised all implementation correspondence templates, resulting in a 35% increase in client responses.
• Train clients and financial professionals on ExpertPlan’s web-based proprietary recordkeeping system.

Princeton, NJ

• Point of contact for assigned defined contribution clients and financial professionals.
• Provide proactive client service and support; including on-site visits.
• Supervised a staff of one to perform client ERISA regulatory tasks (non-discrimination testing and IRS Form 5500 preparation).
• Prepare plan sponsor and participant documentation/correspondence for distributions and loans.
• Prepare and monitor all assigned client billing.
• Spearheaded initiative, delivery, and maintenance of desktop client directory manual.

New Brunswick, NJ

• Manage and execute the entire plan implementation and conversion process of small market 401(k) plans within specific company and regulatory guidelines/timeframes.
• Point of contact for assigned clients and financial professionals.
• Provide phone/email support to field enrollment and sales personnel.
• Maintain, edit, and update all plan binder templates; including all “welcome” correspondence sent to new clients.
• Achieved “senior” status—which entailed cross-product implementation, special projects, and training.

Somerset, NJ

• Perform unique role of setting up large/mid market 401(k) plans on the client service platform graphical user interface (GUI) and voice response system.
• Assist implementation team with plan document analysis to ensure accurate plan setup.
• Identify GUI development and setup required to support both new and existing clients.
• Proofread/edit the final GUI requirements used by the programmers to make requested changes.
• Develop and write GUI test conditions for plan enhancements, to ensure they perform according to specifications.

Somerset, NJ

• Provide client support and services for 401(k), ESPP, ESOP, IRA, and DRIP corporate retirement and equity plans.
• Execute security transactions, provide market data, research, and recommendations to plan sponsors and plan participants.
• Elevated to department contact/administrator for all Certificate of Deposit and Chrysler Corporation Qualified Domestic Relations Order transactions.
• Selected as key “live” training representative, as a result of exceptional client service accomplishments.
• 1993 top department producer for Systematic Investment Program sales.
• Author/editor of department newsletter, and desktop reference manual updates.

Bachelor Of Arts (B.A.), Economics / English

Associate Of Arts (A.A.), Business Administration / English, Distinguished Scholar

Activities and Societies: Basic Math, Trigonometry, and Algebra Tutor (Math Lab)