Retirement Specialist, 10/2022- 10/2024 Nationwide • Ensure compliance with all applicable laws and regulations, including ERISA and IRS guidelines.• Educate employees on retirement planning, investment options, and other relevant retirement topics through workshops, seminars, and one-on-one consultations.• Act as the primary point of contact for employees regarding retirement plan inquiries, providing accurate and timely information and guidance.• Oversee the administration of retirement programs, including enrollment, contributions, and distributions.• Develop and implement personalized financial plans, including strategies for investments, retirement planning, tax optimization, and estate planning.• Ability to identify and resolve discrepancies in loan documentation and financial statements.

• Managed and coordinated administrative activities, including office supplies, equipment maintenance, and vendor relationships.• Handled confidential information with integrity and discretion.• Assisted with budget preparation and expense tracking, including monitoring and reconciling office expenditures.• Managed office space, layout, and organization to optimize productivity and create a professional working environment.• Assisted end-users with troubleshooting hardware and software problems, including desktops, laptops, printers, and other peripherals.•Created and managed user accounts, permissions, and access levels • Conducted hardware and software inventory management, tracking assets and ensuring license compliance.• Assisted in the maintenance of IT documentation, including help desk procedures, knowledge base articles, and user guides.• Assisted in the setup and configuration of audiovisual equipment for meetings and presentations.• Provided end-user training and guidance on IT systems and applications.• Participated in on-call rotations to provide after-hours support for critical issues.