Responsibilities: 1. Managed client communications and gathered necessary financial information for project setup.2. Set up client projects, prepared participant statements, and ensured accurate documentation.3. Verified and updated client details, coordinating with the recordkeeping team for system updates.4. Set project fees based on distribution types and calculated the client's tax obligations and prepared the necessary 1099-R forms to accurately track and report taxes.5. Used advanced Excel functions, including Pivot Tables, Pivot Charts, Macros, and formula-based computations, to analyze, interpret, and visualize complex datasets. Designed dynamic dashboards and reports to present actionable insights and key metrics effectively.

Responsibilities: 1. Managed the distribution department's email queue (EQM) by setting up projects according to client requirements, ensuring timely and accurate responses to client inquiries, and maintaining efficient communication workflows.2. Ensuring compliance with Involuntary Cash Out Provisions by automatically rolling over the balances of terminated participants who do not elect a distribution within a specified timeframe.

Responsibilities:1. Assisted the marketing team in developing and implementing strategic marketing initiatives to enhance business visibility and market share. 2. Conduct market research and analyse customer insights to identify growth opportunities and improve marketing campaign.3. Led cross-functional teams in the successful planning, execution, and monitoring of integrated marketing campaigns that effectively promoted Unico IT's products and services to a diverse client base.4. Contributed to the development of the company's marketing strategies by providing valuable insights and recommendations based on market research, competitive analysis, and emerging industry trends.Achievements: 1. Spearheaded a rebranding initiative that resulted in a refreshed brand identity, leading to a 6% increase in brand recognition and a 10% rise in customer engagement.2. Collaborated with the product development team to gather customer feedback, leading to the enhancement of existing products and the launch of new features that directly addressed customer pain points.

Responsibilities: 1. Provide assistance to end-users by diagnosing and resolving software and network-related issues.2. Contribute to routine maintenance tasks such as updates, patches, and system backups.3. Work alongside the IT team to identify, isolate, and troubleshoot technical problems across systems, applications, and network devices.

Connecting People is an International Telemarketing Agency, and I've spentthe previous two years working with them as an operations coordinator inseveral US-based campaigns including such Medicare Supplement, Solar,MCA, Mortgage, and many more.Responsibilities:1. Led and guided diverse teams in US-based campaigns, fostering collaboration and boosting productivity.2. Analyzed metrics to assess team and campaign performance, optimizing strategies for better outcomes.3. Developed and delivered training programs to provide team members with necessary skills.4. Compiled accurate reports, facilitating informed decision-making and organized data management.Achievements: 1. Implemented targeted strategies based on performance analysis, resulting in a significant boost in campaign efficiency by improving resource allocation and simplifying processes.2. Successfully implemented training programs that resulted in tangible improvements in team members' skills and performance, positively affecting overall results of campaigns.Co