• Complete new Omni plan set-up for conversion and new business.• Understanding of Omni objects and their relationship to one another when making plan changes .• Support Client Services and Pension Operations in meeting institutions' administrative needs with respect to plan set-up to support conversions and new business • Act as a subject matter expert for Omni Plan Set-up functionality • Function as a liaison between internal business units and IT to insure business needs are… Show more • Complete new Omni plan set-up for conversion and new business.• Understanding of Omni objects and their relationship to one another when making plan changes .• Support Client Services and Pension Operations in meeting institutions' administrative needs with respect to plan set-up to support conversions and new business • Act as a subject matter expert for Omni Plan Set-up functionality • Function as a liaison between internal business units and IT to insure business needs are met through Omni plan structures • Serve as business analyst and deliver to IT the business requirements necessary to successfully implement new business, EAS and unique conversion requirements. Interface w/ IT support areas to specifically define standard and tailored deliverables.• Use of Plan Manager for plan set-up and change activity • Understanding and use of Omni transactions for plan changes • Executing investment changes, distribution option changes, source additions • Create/Update Vesting and Loan text files Show less

 Supervisor of Account Manager’s responsible for over 350 qualified 401(k) and other retirement plans. Resource for questions, training, mentoring, coaching, and motivating employees. Monitor work flow to meet all compliance and daily work deadlines/goals. Conduct team meetings, individual meetings and performance reviews. Develop and implement policies and procedures. Maintain relationships between TruSource and Partner Fund Companies communicating weekly progress… Show more  Supervisor of Account Manager’s responsible for over 350 qualified 401(k) and other retirement plans. Resource for questions, training, mentoring, coaching, and motivating employees. Monitor work flow to meet all compliance and daily work deadlines/goals. Conduct team meetings, individual meetings and performance reviews. Develop and implement policies and procedures. Maintain relationships between TruSource and Partner Fund Companies communicating weekly progress reports, expand on current business relationships and promote new business. Instrumental in the roll out of new products to Partner Fund Companies, Plan Sponsors, Brokers, and Wholesalers. Resolve escalated client service issues. Show less