Linda Frayling Email & Phone Number

Boston, MA

Boston, MA

• Administrative Assistant for Partner, handling calendar management, travel arrangements, and confidential information.
• Simultaneously supported manager of five-person sub-advisory marketing group and client marketing specialist.
• Coordinated logistics for group's large client meetings.
• Served as client resource for information and, when appropriate, action when manager was on the road.
• Managed firm's Red Sox season tickets, prioritizing client and partner/associate use and organized lottery for employees' use.

Boston, MA

• Worked for clients of staffing firm, including Pioneer Investments and Massachusetts Board of Higher Education.
• Assisted with product launch, proofread marketing materials, created and maintained spreadsheet to track status of dealers, coordinated mailers to dealers, and generated reports from sales reporting system.
• Made travel and meeting arrangements, typed correspondence, prepared expense reports, and ordered office supplies.

Boston, MA

• Researched and applied laws and IRS/DOL regulations to both pension and health and welfare plans.
• Wrote plan documents, amendments, and communication materials that explained plan features to participants.
• Worked with plan administrators to resolve participants'​ problems.
• Consulted with clients' legal counsel on interpretation of plan documents and QDROs (qualified domestic relations orders).
• Reviewed work of compliance specialist, acted as mentor.
• Made presentations to colleagues and clients.