Elena Rae Email & Phone Number

Washington, United States

• Prepare the annual reporting and testing.
• Perform reconciliation of trust accounting, Summary Annual Report, discrimination testing including 410B test, top heavy, ADP/ACP.
• Prepare required government filings, including the annual 5500 return.

Bellevue, Washington, United States

• Prepare the annual reporting and testing.
• Perform reconciliation of trust accounting, Summary Annual Report, discrimination testing including 410B test, top heavy, ADP/ACP.
• Prepare required government filings, including the annual 5500 return.

Bellevue, Washington

• Prepare the annual reporting and testing.
• Perform different types of testing, including but not limited to: discrimination, coverage and top heavy testing.
• Prepare required government filings, including the annual 5500 return.

Bellevue, Washington

• Work with clients to obtain necessary information to prepare the annual reporting and testing.
• Perform different types of testing, including but not limited to: discrimination, coverage and top heavy testing.
• Prepare required government filings, including the annual 5500 return.

Bellevue, Washington

• Support and provide services to internal and external customers during the plan year reporting process.
• Efficiently process large volumes of work with high attention to detail.
• Transmitting client information and scanning client documents.
• Review documents submitted by clients for accuracy.
• Work with partner financial institutions/custodians to help to facilitate client filings.
• Send and receive documents via email with clients.

Bothell, Washington

• Going the extra mile to greet customers, show them that we care, and make them feel welcome.
• Asking questions to learn about their financial needs and, when the customer sees the value, introducing them to other Wells Fargo team members.
• Working with your manager to increase your customer advocacy effectiveness through feedback and coaching.
• Processing multiple customer transactions through patience, attention to detail, and the ability to follow procedures.
• Accurately maintaining and balancing a cash drawer.
• Delivering upon customer needs for products such as safe deposit boxes, merchant/vault, ATM processing, bonds and coupons, foreign currency and night drop.

Shoreline, WA

• Answer phone calls and greet clients in high-traffic student services office
• Schedule appointments for students
• Complete paper work for the students willing to attend ESL/ABE/GED programs
• Design templates
• Assist CASAS testing for ESL, GED and ABE students

Bachelor’S Degree, Accounting And Business/Management

Associate In Arts - Dta, Accounting And Business/Management