Sergio Smith

Sergio Smith Email and Phone Number

MEP Administrator | Retirement Planning Expert
Sergio Smith's Location
Wildwood, Florida, United States, United States
Sergio Smith's Contact Details

Sergio Smith personal email

n/a
About Sergio Smith

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.

Sergio Smith's Current Company Details

MEP Administrator | Retirement Planning Expert
Sergio Smith Work Experience Details
  • Plansource
    Mep Administrator
    Plansource Feb 2020 - May 2024
    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 business-to-business contacts as well as communicating and building relationships directly with plan participants. Interaction with payroll functions and processes. Strong use of analytical skills and deductive reasoning when trying to determine cause for discrepancies.
  • Universal Orlando Resort
    House Attendant
    Universal Orlando Resort Aug 2019 - Feb 2020
    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 of guests, company assets, and actors. Ensured that 800+ guests an hour were able to enjoy the attraction for the duration of its operation.
  • Amazon
    Fulfillment Center Associate
    Amazon Oct 2017 - Aug 2018
    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.
  • Captel Service Specialists
    Captioning Assistant
    Captel Service Specialists Jul 2017 - Aug 2017
    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

Sergio Smith Education Details

Frequently Asked Questions about Sergio Smith

What is Sergio Smith's role at the current company?

Sergio Smith's current role is MEP Administrator | Retirement Planning Expert.

What is Sergio Smith's email address?

Sergio Smith's email address is se****@****ndo.com

What schools did Sergio Smith attend?

Sergio Smith attended University Of Central Florida, Valencia College, Allatoona High School.

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