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@plansource.com
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Sergio Smith is listed as MEP Administrator | Retirement Planning Expert based in Wildwood, Florida, United States. AeroLeads shows a work email signal at plansource.com and a matched LinkedIn profile for Sergio Smith.
Sergio Smith previously worked as MEP Administrator at Plansource and House Attendant at Universal Orlando Resort. Sergio Smith holds Bachelor Of Science - Bs, Health Services Administration, 3.8 Gpa from University Of Central Florida.
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At PlanSource, I oversaw retirement assets exceeding $60 million, demonstrating a deep understanding of retirement planning and IRS, DOL regulations. My role requires a strong analytical approach to ensure the integrity of financial data and plan compliance. As part of our team, we conduct monthly audits, engage in meticulous data-scrubbing, and foster B2B relationships while directly connecting with over 1,000 plan participants.With a Bachelor of Science in Health Services Administration from the University of Central Florida, my foundation in analytical skills and deductive reasoning is solid. My commitment is to leverage this expertise to facilitate seamless retirement planning processes. Our collective efforts at PlanSource have consistently maintained high accuracy in financial reporting, underscoring my proficiency in handling complex administrative functions with precision.
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Orlando, Florida, United States
Perform completely independently, barring fringe-cases which require managerial escalation, in overseeing retirement assets totaling over 60 million dollars with over 1,000 participants. Perform monthly audits, engage in data-scrubbing, ensure that the retirement plan is run to spec with IRS, DOL, and documented plan requirements. Build rapport with.
United States
Involved in nightly group projects in which the queue was built and broken down within a timely fashion and following proper procedure while demonstrating leadership by leading 3-4 people, assist guests with their issues and address guest concern, act as a beacon of guidance by providing information when and where necessary, ensured the safety and security.
Orlando, Florida Area
Dispatch orders, communicate with drivers, enter reporting data with high degree of accuracy, resolve delivery issues, assist in the training of new hires, file trouble and support tickets. Ensured that 95% of packages were sent out and delivered on time hourly.
Orlando, Florida Area
Used verbal skills to accurately voice the client’s call “verbatim” Multi-tasked to make corrections on a touch-screen pad by verbal communication and physical interaction with the device Maintained confidentiality of clients by adhering to privacy policies and the standards set by the FCC
Earned an A.S. degree in Business Administration with a minor in Human Resources.
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Sergio Smith is listed as MEP Administrator | Retirement Planning Expert.
AeroLeads has found 1 work email signal at @plansource.com for Sergio Smith.
Sergio Smith is based in Wildwood, Florida, United States.
Sergio Smith has worked for Plansource, Universal Orlando Resort, Amazon, and Captel Service Specialists.
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Sergio Smith holds Bachelor Of Science - Bs, Health Services Administration, 3.8 Gpa from University Of Central Florida.
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