Tara Esposito Email & Phone Number

Dresher, Pennsylvania

Dresher, Pa

Provide leadership for a team of 35+ New Business specialists responsible for the onboarding of retirement plans for our Vanguard Retirement Plan Access product. Responsibility for offering practical and best practice solutions to meet the needs of this partnership in offering retirement plan record keeping services. Foster and develop relationships with Relationship Managers, Sales Executives, Regional Vice Presidents, Retirement Coordinators and Business Development Consultants to provide exceptional service and solutions for new clients. Coach and train associates to exceed targets and provide world-class service.Oversee and analyze partner service level goals, installation timelines, department objectives and workflows to ensure a streamlined approach and successful onboarding experience. Responsible for daily monitoring of production reports, resource allocation and weekly partner reporting.There is no second chance to make a good first impression!

Dresher, Pa

Operations Manager for Mid-Market Banks client relationships. Managed a team of 8-10 Operations Specialists providing 401k record keeping services for our newest institutional partners. Provided leadership and oversight for Transaction Processing, Distribution Processing, Plan Reconciliation, Participant Statement Production, Technical Services, Investment/Plan Payroll Processing. Strategized and aligned resources to achieve service level goals and business plan objectives. Gathered and analyzed monthly processing statistics for partner level service reporting. Worked with Relationship Managers and Institutional Partners to grow client satisfaction and encourage organic growth.Participated in institutional conversions for onboarding blocks of business to the Ascensus record keeping platform. Developed workflows and coordinated Relationship Manager training.Coordinated and participated as Subject Matter Expert for seasonal and partner specific projects including: Required Minimum Distribution (RMD) processing, Form 1099-R production, Installment Payment Processing, Deemed/Offset Loan Processing, and Forceout Distribution Processing.

Dresher, Pa

Operations Supervisor for team of 10 Operations Specialists focusing in 401k Distribution and Loan processing. Managed daily distribution check file processing and tax reporting as well as the seasonal Required Minimum Distribution (RMD) and Form 1099-R processing and production. Built and strengthened key relationships with Trust Partners and Relationship Managers. Documented and conducted periodic reviews of operational workflows, facilitated training for new products and process workflows.

Dresher, Pa

Researched and reconciled trade file discrepancies with trust partners and fund families. Responsible for partner trade file submissions within trade deadlines. Coordinated and processed corporate actions in conjunction with various fund families, including fund mergers, fund closures, share class changes, and fund name changes.

Dresher, Pa

Senior Specialist for the newest institutional partner responsible for the accurate and timely investment of client payroll submissions and participant census files. Responsible for researching and analyzing client accounts and communicating with Plan Administrators, Trust Companies, and Relationship Managers. Daily management of partner DDA account and deposit reconciliation.Assisted with the development of processing workflows for key department functions and coordinated training for staff. Managed and assisted with process improvement initiatives and objectives.Ascensus Cornerstone Award Winner 2006

Dresher, Pa

Responsibility for loading client indicative census data and financial information onto the record keeping system. Gathered and analyzed data for the production of annual compliance testing packages.

Mba, Business Administration

Bachelor, Business Administration

Activities and Societies: Sigma Phi Sigma - National Honor Society

Rpf 1 And Rpf 2 Exams