Analyze data for the various company retirement plans including an 1165e Plan, pensions, 401(k)s, and non-qualified retirement plans. Provide analysis for voluntary benefits and financial wellness initiatives.• Lead plan audits and compliance testing• Create and maintain benefit usage visualization for senior executives• Forecast benefit change costs and usage• Act as department project management app superuser• Assist with department budget

Administer various defined compensation, defined benefit plans. Educate team members on their retirement benefits.• Served as project manager on various benefit implementation projects, including RFPs• Created financial wellness and education programs• Managed retirement benefit vendor relations• Lead de-risking practices for deferred benefit plans• Served on committee to increase overall engagement in Human Resources

Serve as first contact for both healthcare providers and patients during the Hospice on-boarding process, I collect and enter data to ensure patients qualify for the Hospice benefit under their insurance plan and appointments are Medicare/Medicaid compliant.• Utilize EPIC to obtain patient data.• Assist in verifying Medicare, Medicaid, and commercial insurance.• Keep up-to-date on Medicare guidelines for the Hospice benefit.

Supported two Certified Financial Advisors with the daily operations oftheir client accounts by processing all monetary transactions, managing all annual paperwork needed to keep accounts compliant, and opening all new accounts.• Utilized SalesForce daily to manage client communication.• On-boarded all new clients for the two advisors I supported throughthe TD Ameritrade platform.

Worked directly with call-in-clients to place trades for mutual funds and stocks. Educated clients on regulatory rules and empowered clients to utilize online financial tools.• Utilized FINRA Series 7 and 63.