Plan Administrator Resume Samples

PG

P Glover

Pearline

Glover

9749 Mertz Corner

Boston

MA

+1 (555) 817 9160

9749 Mertz Corner

Boston

MA

Phone

p

+1 (555) 817 9160

Experience

Experience

08/2015

present

Phoenix, AZ

Purchased Plan Administrator

Phoenix, AZ

Purchased Plan Administrator

08/2015

present

Phoenix, AZ

Purchased Plan Administrator

08/2015

present

  • Create monthly billing and cumulative billing / tracking reports for Overhaul application management
  • Create macros to ensure smooth transitions of generated reports run within MKSUPP template
  • Create weekly reports to support ASIST and VDA+ so that correct coverages are applied or removed in a timely manner
  • Maintain accurate list of Canadian exchange rates and apply according to established rules to the SCQ requests
  • Perform daily reconciliation of amount submitted vs. processed. If not processed, search out solutions and apply
  • Prepare billing spreadsheet for upload to MKSUPP
  • Review cases in Argus determining eligibility for Guaranteed Overhaul Program based on published documents

07/2010

02/2015

New York, NY

Pension Plan Administrator

New York, NY

Pension Plan Administrator

07/2010

02/2015

New York, NY

Pension Plan Administrator

07/2010

02/2015

  • Effective diagnoses and processing of investments
  • Manages simple accounting tasks
  • Conduct audits at agreed intervals on the accuracy and completeness of records (both system and paper based)
  • Pension Plan Administrator
  • Team Leader potential backfill
  • Handles Pension Plan Administration hand in hand with Pension Plan Manager and Actuaries
  • Interface / One to One meetings with employees for the pension plan

06/2003

02/2010

Los Angeles, CA

Plan Administrator

Los Angeles, CA

Plan Administrator

06/2003

02/2010

Los Angeles, CA

Plan Administrator

06/2003

02/2010

  • Work with external and internal auditors to provide information on compensation plans
  • Reviews loan paperwork and coordinates processing of loans with asset holder
  • Maintaining/creating of event timelines, operating procedures with the focus of process improvements
  • Assists IRS and DOL auditors, if the plan is subject to an IRS or DOL audit
  • Assists auditors if a plan is subject to an audit
  • Provide industry guidance and share best practices with corporate clients
  • Provide timely, superior customer service, including problem solving and issue resolution with minimal inconvenience to clients

Education

Education

Bachelor’s Degree in Accounting

Bachelor’s Degree in Accounting

Belmont University

Bachelor’s Degree in Accounting

Skills

Skills

  • Business Knowledge: Good understanding of the workings of the equity compensation business as well as a strong understanding of securities operations
  • Ability to manage several projects and/or tasks at the same time
  • Professional service experience – legal or accountancy
  • Communication: Strong written and verbal communication skills necessary for interacting with others throughout the organization
  • Computer proficiency in Microsoft Office applications
  • Teamwork: Ability to work well with others toward a common goal
  • Detail oriented
  • Ability to work in a fast paced environment
  • Strong administrative skills
  • Excellent communication

    Skills