Felicia Smith Email & Phone Number

Los Angeles, Ca, Us

Provides technical and strategic support to Non-qualified Deferred Compensation department and collaborates with key clients on plan design recommendations and plan administration.www.empower-retirement.com

Manage business and client administration while developing operational process and brand & marketing strategies. PDSI is a consulting firm specializing in creative package and structural design. Our experienced team of experts accessorize your product with engineered art and provide manufacturing services. www.paradigmdesignla.com

Provide strategic and technical direction to Retirement Plan Services/Asset Management division. Make recommendations related to client implementation efforts, ongoing service model, and strategic partners. Key role in NQ plan review, operational quality, process improvement, and staff training & education.

El Segundo, California

Strategic leader of client services organization delivering nonqualified deferred compensation and other retirement benefit solutions to 400+ clients, 65,000 executives, and $21 billion in assets. Accountable for staff of 7 managers and 75 client facing associates across multiple locations to ensure client implementation and ongoing administration aligned with corporate objective, client expectations, and legislative regulations. Collaborating with departments such as Sales & Marketing, Information Technology, Communications and other business leaders to set business strategies and objectives. Role requires heavy focus on operations, customer service, lean process improvement, and client relations.

Managed operational efficiency of daily administration of investment offering to plan participants and identify new investment offerings to clients. Team of 10 investment analysts handling mutual fund trading, stock, fixed rate calculations, corporate owned life insurance, dividends, and plan audit.

Key member of management team charged with creating environment of accountability, managed team of 5 account analysts responsible for plan audits and processing of DCP payroll files, form management and distribution processing for 50 clients and 20,000 plan participants.

Audit plan activity and handle timely processing of payroll files, form entry/approval, investment elections, distribution processing and reporting for 10-15 clients. Specializing in deferred compensation plans and their daily administration.

Los Angeles, California

Front office administration providing customer service, recreation card purchases, processing accounts payable, and budget reconciliation. Coordinate recreational programs for fitness and summer camps.