Central Supervisory Analyst
CurrentReview 401k, IRA, and other Wealth Management documents for accuracy and eventually process for completion for customers to withdraw or utilize funds. Assist Supervisory officers with reviewing and forwarding emails of 401k, IRA, and other Wealth Management documents to a system called Captiva in a timely manner to prevent stalling of Supervisory Officers compensation. Mailing letters to customers regarding the status of their 401k and IRA accounts, and uploading weekly reports accounted for all Centralized Supervision teams to track the success or fail rate of completion of work performed.