Retirement Plan Operations Associate
CurrentProcess loans, distributions, and fees for multiple 401(k) plans.
Mar 2019 - Present
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Wendy Berman Email & Phone Number
Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise
at
HowardSimon, LLC
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✓ Verified July 2026
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Current company
Role
Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise
Location
Northbrook, Illinois, United States
Who is Wendy Berman? Overview
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Quick answer
Wendy Berman is listed as Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise at HowardSimon, LLC, based in Northbrook, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Wendy Berman.
Wendy Berman previously worked as Retirement Plan Operations Associate at Howardsimon, Llc and Administrative Assistant at The Florence Melton School Of Adult Jewish Learning. Wendy Berman holds Bachelor Of Science (B.S.), Computer Science from Northern Illinois University.
Company email context
Email format at HowardSimon, LLC
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HowardSimon, LLC
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Profile bio
About Wendy Berman
Versatile administrative assistant with recent experience in not-for-profit and financial organizations. Background in systems analysis enables quick learning of new software, applications, industries, and business functions. Skilled communicator who excels at building and maintaining collaborative relationships with employees, peers, and clients. Works productively both independently and as a team member. Adaptable and flexible to changing demands and priorities. Maintains a high level of confidentiality working with sensitive information.Specialties:Microsoft Word, Excel, FIS - Relius, Salesforce.com, DATAIR Employee Benefits System, Therapist Helper, Black Diamond, Outlook, Multi-Ledger, Fundraiser Basic, Fidelity Wealth Central, Charles Schwab, UMA Market Place
Listed skills include Microsoft Office, Systems Analysis, Credit Card Transaction Processing, Data Entry, and 6 others.
Current workplace
Wendy Berman's current company
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5 roles
Wendy Berman work experience
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Administrative Assistant
The Florence Melton School Of Adult Jewish Learning
Perform a variety of task pertaining to donors and students. Interact with multiple software packages. Assist with various office tasks.
Sep 2017 - May 2018
Administrative Assistant
Carnow And Associates
Process plan restatements as well as loans and distributions. Perform yearly plan administration, calculations, and processing. Answer phones and order supplies.
Jan 2014 - Sep 2017
Office Assistant
Family Service Of Winnetka Northfield
Billing, spreadsheets, data entry, bookkeeping, client service.
Jun 2004 - Dec 2013
Jun 1989 - Jun 1995
1 education record
Wendy Berman education
FAQ
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What company does Wendy Berman work for?
Wendy Berman works for HowardSimon, LLC.
What is Wendy Berman's role at HowardSimon, LLC?
Wendy Berman is listed as Administrative Assistant | QuickBooks | Bookkeeping | Pension Administration | Nonprofit | Financial Expertise at HowardSimon, LLC.
Where is Wendy Berman based?
Wendy Berman is based in Northbrook, Illinois, United States while working with HowardSimon, LLC.
What companies has Wendy Berman worked for?
Wendy Berman has worked for Howardsimon, Llc, The Florence Melton School Of Adult Jewish Learning, Carnow And Associates, Family Service Of Winnetka Northfield, and Transunion.
How can I contact Wendy Berman?
You can use AeroLeads to view verified contact signals for Wendy Berman at HowardSimon, LLC, including work email, phone, and LinkedIn data when available.
What schools did Wendy Berman attend?
Wendy Berman holds Bachelor Of Science (B.S.), Computer Science from Northern Illinois University.
What skills is Wendy Berman known for?
Wendy Berman is listed with skills including Microsoft Office, Systems Analysis, Credit Card Transaction Processing, Data Entry, Billing Systems, Bookkeeping, Switchboard, and Salesforce.Com.
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