Benefits Administrator
• Utilize MS Excel to conduct analysis of corporate data for valuation reporting.• Payment reconciliation between trust fiduciary and administration records.• Fulfill a variety of plan sponsor retiree requests by communicating with our call center.• Effectively communicate with on and off shore colleagues to promote a cohesive unit.• Utilize Microsoft Office to complete daily tasks and promptly prepare for client calls and team meetings.• Systems data analyst for company website.Publication: Pieper, Nicholas. Lump-sum windows: Administrative tips to consider. DB digest. March 2017. Available at: http://us.milliman.com/uploadedFiles/insight/Periodicals/db-digest/pdfs/lump-sum-tips.pdf