Robyn Doherty
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Robyn Doherty Email & Phone Number

Accountant (Investments Accounting) at S.C. Public Employee Benefit Authority
Location: Blythewood, South Carolina, United States 7 work roles 1 school
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Current company
S.C. Public Employee Benefit Authority
Role
Accountant (Investments Accounting)
Location
Blythewood, South Carolina, United States

Who is Robyn Doherty? Overview

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Quick answer

Robyn Doherty is listed as Accountant (Investments Accounting) at S.C. Public Employee Benefit Authority, based in Blythewood, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Robyn Doherty.

Robyn Doherty previously worked as IRA Service Fulfillment Officer at Bank Of America - Private Bank, Ira Resource Center and Retirement Services Relationship Manager at First Citizens Bank And Trust Company. Robyn Doherty holds Bachelor Of Music, Education/Flute Performance from University Of South Carolina.

Profile bio

About Robyn Doherty

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

Listed skills include Accounting, Portfolio Management, Employee Benefits, Investments, and 5 others.

Current workplace

Robyn Doherty's current company

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S.C. Public Employee Benefit Authority
S.C. Public Employee Benefit Authority
Accountant (Investments Accounting)
7 roles

Robyn Doherty work experience

A career timeline built from the work history available for this profile.

Accountant (Investments Accounting)

Current
S.C. Public Employee Benefit Authority

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.

Aug 2007 - Present

Ira Service Fulfillment Officer

Bank Of America - Private Bank, Ira Resource Center

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

May 2005 - Aug 2007

Retirement Services Relationship Manager

First Citizens Bank And Trust Company

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

Mar 2002 - May 2005

Trust Officer

First Citizens Bank

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

Jan 1997 - Mar 2002

Technical Assistant

Plan Benefit Services, Inc

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

Jun 1996 - Jan 1997

Proposal Administrator

Guardian Life Insurance Company

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

Jun 1995 - Jun 1996

Senior Airman/Bandsman

United States Air Force

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

Jan 1988 - Jan 1992
1 education record

Robyn Doherty education

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

Frequently asked questions about Robyn Doherty

Quick answers generated from the profile data available on this page.

What company does Robyn Doherty work for?

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

What is Robyn Doherty's role at S.C. Public Employee Benefit Authority?

Robyn Doherty is listed as Accountant (Investments Accounting) at S.C. Public Employee Benefit Authority.

Where is Robyn Doherty based?

Robyn Doherty is based in Blythewood, South Carolina, United States while working with S.C. Public Employee Benefit Authority.

What companies has Robyn Doherty worked for?

Robyn Doherty has worked for S.C. Public Employee Benefit Authority, Bank Of America - Private Bank, Ira Resource Center, First Citizens Bank And Trust Company, First Citizens Bank, and Plan Benefit Services, Inc.

How can I contact Robyn Doherty?

You can use AeroLeads to view verified contact signals for Robyn Doherty at S.C. Public Employee Benefit Authority, including work email, phone, and LinkedIn data when available.

What schools did Robyn Doherty attend?

Robyn Doherty holds Bachelor Of Music, Education/Flute Performance from University Of South Carolina.

What skills is Robyn Doherty known for?

Robyn Doherty is listed with skills including Accounting, Portfolio Management, Employee Benefits, Investments, Account Reconciliation, Retirement, Insurance, and Iras.

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