Retirement services professional with over 10 years of experience in client relations, retirement plan administration, compliance, and consulting. Expertise in account reconciliation, cash management, ERISA regulations, and operational processing. Proven ability to serve as a wealth account coordinator, managing new accounts and asset transfers with precision and client‑focused service.
Education
Bachelors of Business Administration – Wichita State University
Core Expertise
Compliance, testing, reporting, filing, client services
Areas of Expertise
Compliance, testing, reporting, filing, client services
#J-18808-LjbffrRetirement Plan Administrator and Consultant in wichita at Unknown Company
This position is listed as full time and onsite.