Financial professional with over 19 years processing experience supporting all Annuity and Retirement Operations. * Proficient in MS Suite, SharePoint, Work Distributor, Service Case (CRM), Drop Box, Pension Pro, and FT Williams. * Specialized in Client Service, Processing, Audit, Problem Resolution, Correspondence, and Project Management. * Demonstrated ability to increase operational efficiency, to improve the client's experience, and retain confidentiality. * Highly organized, detailed-oriented, diligent self-starter, and multi-tasker able to stay calm under pressure as well as host small to large project teams.
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