Robyn Doherty

Robyn Doherty Email and Phone Number

Retirement Accountant (investments) @
Robyn Doherty's Location
Blythewood, South Carolina, United States, United States
About Robyn Doherty

Robyn Doherty is a Retirement Accountant (investments) at S.C. Public Employee Benefit Authority. She possess expertise in accounting, portfolio management, employee benefits, investments, account reconciliation and 4 more skills.

Robyn Doherty's Current Company Details
S.C. Public Employee Benefit Authority

S.C. Public Employee Benefit Authority

Retirement Accountant (investments)
Robyn Doherty Work Experience Details
  • S.C. Public Employee Benefit Authority
    Accountant (Investments Accounting)
    S.C. Public Employee Benefit Authority Aug 2007 - Present
    Reconcile outside managed Global Fixed and Global Tactical Asset Allocation investment manager transaction reports to custodian bank’s monthly reports;perform detailed monthly reconciliation of in-house cash portfolio bank reports to internal investment accounting system (QED); also reconcile NIB cash position;download GL interfaces from custodian and post all monthly investment activity to Retirement Systems General Ledger (SAP) balance sheet and revenue accounts; assist in yearly preparation of finanacial statements for CAFR.
  • Bank Of America - Private Bank, Ira Resource Center
    Ira Service Fulfillment Officer
    Bank Of America - Private Bank, Ira Resource Center May 2005 - Aug 2007
    Columbia, Sc
    provided technical IRA knowledge/support to Private Bank Trust Officers nationwide; calculated Required Minimum Distributions for 3,500 IRA accounts nationwide; managed and coordinated downloads, extracts, and uploads from trust accounting system to IRA system, Excel and Word; supported IRA Payment Group’s annual production of 1099R and 5498 tax reports
  • First Citizens Bank And Trust Company
    Retirement Services Relationship Manager
    First Citizens Bank And Trust Company Mar 2002 - May 2005
    Columbia, Sc
    administered managed portfolio IRA accounts on a daily basis; processed monthly payroll for 2 large defined benefit pension plans; communicated with pension plan administrators and actuaries regarding retirees’ benefits; responsible for tax reporting (1099R and 5498) of all qualified plan and IRA distributions; maintained data for all plan Adoption Agreements using Relius Auto-Doc (Corbel) system
  • First Citizens Bank
    Trust Officer
    First Citizens Bank Jan 1997 - Mar 2002
    Columbia, Sc
    opened new 401(k) and IRA accounts; approved and processed 401(k) plan participant loans; used Microsoft Office, SunGard trust accounting system, Trustmark Daily Recordkeeping system and Relius Auto-Doc Plus document generation system daily; provided customer service to participants and Plan Administrators of 150 profit sharing plans and 100 IRA accounts; provided customer service to participants and Plan Administrators of 150 profit sharing plans and 100 IRA accounts
  • Plan Benefit Services, Inc
    Technical Assistant
    Plan Benefit Services, Inc Jun 1996 - Jan 1997
    West Columbia, Sc
    analyzed current employee group medical and life insurance benefits;generated formal proposals for use by Sales Consultant;interacted daily with human resources personnel and insurance company representatives
  • Guardian Life Insurance Company
    Proposal Administrator
    Guardian Life Insurance Company Jun 1995 - Jun 1996
    Columbia, Sc
    evaluated all requests for life and medical insurance quotes;recorded company census data and coverage plan design for rate calculations;prepared new business proposals for broker presentations
  • United States Air Force
    Senior Airman/Bandsman
    United States Air Force Jan 1988 - Jan 1992
    Travis Afb, Fairfield, Ca
    performed over 200 public concerts yearly throughout the western United States in various USAF musical ensembles;served as squadron budget monitor and travel pay coordinator
    View

Robyn Doherty Skills

Accounting Portfolio Management Employee Benefits Investments Account Reconciliation Retirement Insurance Iras Defined Benefit

Robyn Doherty Education Details

  • University Of South Carolina
    University Of South Carolina
    Education/Flute Performance

Frequently Asked Questions about Robyn Doherty

What company does Robyn Doherty work for?

Robyn Doherty works for S.c. Public Employee Benefit Authority

What is Robyn Doherty's role at the current company?

Robyn Doherty's current role is Retirement Accountant (investments).

What schools did Robyn Doherty attend?

Robyn Doherty attended University Of South Carolina.

What skills is Robyn Doherty known for?

Robyn Doherty has skills like Accounting, Portfolio Management, Employee Benefits, Investments, Account Reconciliation, Retirement, Insurance, Iras, Defined Benefit.

Not the Robyn Doherty you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.