• Process rollovers, transfers, distributions (cash, stock, bonds, & mutual funds), and tax reporting (1099-R & 5498) for a range of retirement accounts, including Traditional IRAs, Roth IRAs, Coverdell ESAs, and qualified plans like 401(k)s, Roth 401(k)s, SIMPLE IRAs, and SEP IRAs • Review and process refund of excess, recharacterization requests and Roth conversions, maintaining accuracy and adherence to IRS guidelines • Analyze and interpret divorce documents (e.g., divorce decrees, marital separation agreements, QDROs) to facilitate appropriate retirement account distributions • Ensure compliance with regulatory bodies, including FINRA, IRS, and ERISA, through meticulous application review and process management • Perform detailed tax reporting and documentation tasks, contributing to accurate and timely filings for retirement accounts • Manage and resolve complex account issues, working with internal teams to ensure smooth processing and compliance with all regulatory requirements

• Calculate and process pension benefits for new retirees/beneficiaries in accordance to appropriate plan documents • Verify that pension benefit applications are complete and accompanied by required documentation; if not, refer incomplete applications to the member and/or beneficiary as well as follow up in accordance to ERISA guidelines • Ensure funds are properly and accurately accounted for, and distributed on bi-weekly basis via ACH/direct deposit or by paper check • Manage pension records and ensure customer database is accurate by conducting monthly audits • Provide overall support for any inquiries made by members or requesting parties by providing relevant correspondence and documents. • Assist with year-end tax reporting for members • Recommend process improvements to complete assigned work within expected quality and deadlines

• Quality check, and process requests for gifts and charitable donations• Handle outgoing international and domestic asset transfers• Initiate partial transfer deliveries for mutual funds• Participate in exception and reconciliation reports to help execute risk controls• Quickly respond to related Operations and Customer Service inquiries• Make outbound phone calls to receiving firms to verify client information for swift transfers

• Answer and fulfill telephone and email inquiries in a prompt and timely manner• Manage the logging, sorting, and distribution of mail with knowledge of current postal rates• Create shipping labels while managing shipment and tracking information for FedEx, UPS, USPS, and DHL• Ensure all projects and client requests have been properly produced and quality checked to Denton’s standards• Participate in monthly customer service meetings to discuss processes, plan, and share information

• Analyzed customer data for partners to measure monthly progress and helped create initiatives based around it.• Compiled information for internal partners to assist in financial decision making.• Utilized VLOOKUP function to match clients with corresponding accounts.• Crafted relationships in the customer relationship management system and entered: Contacts, Accounts, Leads, and Opportunities• Developed and streamlined data collection by creating dynamic Excel sheets and submission processes• Utilized pivot tables to create reports on client/employee data to measure and compare monthly progress.• Coordinated and executed the monthly PE/VC National Update Meeting with 55 partners across 12 different offices• Hosted guests/prospects weekly to speak on firm activities and trending technologies, as part of our innovation lab

• Created educational, social, and developmental plans, and took into consideration the health needs of more than 30 children, ages 3 to 5• Prepared lesson outlines and plans in assigned subject areas, and submitted outlines to teachers for review• Observed students’ performance and record relevant data to assess progress, as well as created individualized education programs for those with disabilities

• Discussed delegated duties with classroom teachers in order to coordinate instructional efforts• Developed and maintained a positive working relationship with parents to facilitate supplemental learning and support for child

• Catalyze a sense of place and purpose for youth and the broader community• Maintain a structured environment with the classroom that is conducive to learning, whether children are at work or play.• Ensure that children are always engaged.

• Identify, diagnose, and resolve IT problems related to personal computer hardware and software.• Answer IT helpdesk hotline and e-mail using ticketing system.• Deliver, setup, and configure end-user desktop & laptop computer hardware, software, BlackBerrys and peripherals.• Assist in maintaining an inventory of IT hardware and software assets.• Record all requests in supported ticketing system.• Respond to assigned IT helpdesk tickets in a timely manner.• Use remote access software to troubleshoot technical problems.• Use ticketing software to manage assigned workload and update problem tickets with detailed resolution.

The Peer Mentoring Program is an integral component of the academic and co-curricular student experience at Guttman Community College. Academic Success Peer Mentors, Admissions & Access Peer Mentors, and Leadership & Service Peer Mentors help ease the transition from high school to college, and coach students through their continued educational career while at Guttman. Reporting to the Associate Director of Mentoring & Student Success, peer mentors are visible, active, and invested in the development of an inclusive, academically-focused community.