Donna Ware Email & Phone Number

Denver, Co

Teachers Insurance and Annuity Retirement Recordkeeping Specialist/Individual Client Services 2013 – Present• Manage retirement products 403(b), 401(k), 457 (B), Traditional IRA, Roth IRA, 401(a)• Interface with management and internal support groups in order to research issues and coordinate responses• Conduct trend analysis of issues, response times, and other valuable statistics• Obtain all necessary client information, determine feasibility of requests, and submit… Show more Teachers Insurance and Annuity Retirement Recordkeeping Specialist/Individual Client Services 2013 – Present• Manage retirement products 403(b), 401(k), 457 (B), Traditional IRA, Roth IRA, 401(a)• Interface with management and internal support groups in order to research issues and coordinate responses• Conduct trend analysis of issues, response times, and other valuable statistics• Obtain all necessary client information, determine feasibility of requests, and submit requests to individual specialists for action• Develop and recommend improvements to workflows and procedures in order to increase efficiency and client satisfaction• Review and follow up with financial advisors for inquires related to client information needed to execute transactions for Pension and IRA accounts, and third party vendors• Dedicated to meeting deadlines, especially during month end close, and annual audit• Organize and conduct daily team meetings and huddles• 100% accuracy for all contributions applied to investments same business day• Expert multi-tasking skills while working independently Show less

Littleton , Co

• 16 years of dedicated wealth management expertise in a wide range of wealth management departments• Reconciled standard reporting and analytical support for global wealth investments• Oversaw all client service delivery, processing, reconciliation, reporting operations for fund transfers, trader support, clearance settlement, documentation, confirmations, customer service, new accounts, client valuations, document processing, statements and billing • Worked closely with plan… Show more • 16 years of dedicated wealth management expertise in a wide range of wealth management departments• Reconciled standard reporting and analytical support for global wealth investments• Oversaw all client service delivery, processing, reconciliation, reporting operations for fund transfers, trader support, clearance settlement, documentation, confirmations, customer service, new accounts, client valuations, document processing, statements and billing • Worked closely with plan sponsors and client service mangers for accurate tax and compliance reporting, employee contributions, and account status changes• Reconcile payroll for 40 defined contribution plans• Managed accurate trust account balances for all institutional plans• Strong understanding of Plan Sponsor, Financial Advisors, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan document Show less

Greater Denver Area

• Assistant to the Plan Sponsors• Reported timely processing of all recordkeeping administrative activities for Defined Contribution/401(k) and after-tax savings plans• Managed daily distribution requests for 401k participants in compliance with the plan provision and various regulations• Payroll Contributions and Loan Repayments• Provided accurate information to Plan Sponsor regarding procedures for contributions and distributions to ensure correct tax reporting

Greater Denver Area

• Provided phone support to branch offices for Retirement, Cash Management Accounts and Customer Accounting inquiries• Managed and updated Retirement and Cash Management requests daily• Reported to financial advisors regarding retirement procedures for contributions and distributions• Evaluated and made changes to client statements for accurate account balances• Achieved Employee of the Month October 1997

Greater Denver Area

• Reviewed and processed applications for new accounts• Executed Broker Transfer account requests• Managed phone inquiries related to general new accounts for completing wire transfers and personal checks from clients• Mentored and trained client associates on Merrill Lynch retirement/Cash management account products

Denver,Colorado

• Processed inpatients Charges/assigned correct diagnosis codes to patients procedures.• Processed payments for balances on patient’s accounts.• Reconcile all inpatient charges at the end of each month.

Denver, Colorado

• Responsible for entering and viewing charge tickets• Answering patient’s questions and concerns regarding their account.• Update New Insurance Information/evaluate and make changes to accounts for accurate record keeping.

Kansas City, Mo

• Responsible for inpatient’s record keeping, bookkeeping, working knowledge of the rules and procedures of various types of insurance.• Complete daily, weekly and monthly insurance claims, Physicians and Administrative reports.