Sample Retirement Specialist Resume

Posted in Specialist Resume Examples

Robert Williams
3885 Briercliff Road
Brooklyn, NY 11234
(222)-615-3095
[email]

Job Objective Experienced Retirement Specialist of many years seeking employment with the company to help advance in the industry.

Highlights of Qualifications:

  • Profound knowledge of statutes and policies related to the retirement system
  • Vast experience with HRIS/ data collection and LAWSON ERP
  • In-depth knowledge of basic and general accounting and auditing procedures
  • Proficient with MS Office tools, including Word, Excel, and PowerPoint
  • Extensive knowledge of benefit contract language
  • Excellent communication and analytical skills
  • Ability to understand, evaluate and make judgment on the proposals (RFP’s)
  • Familiarity with rules, regulations and tax implications

Professional Experience:

Retirement Specialist
Nationwide Insurance, Brooklyn, NY
May 2006 – Present

  • Daily Reconciliation of wires for Retirement Plans Department.
  • Conducted State income tax withholding and 1099R/5498 tax reporting corrections.
  • Recognized and satisfied client’s stated and unstated needs.
  • Monitored client’s investment experience and knowledge, preferences and action orientation, and retirement goals.
  • Analyzed various retirement and investment plans and potential impact.

Retirement Specialist
American International Group, Brooklyn, NY
March 2003 – April 2006

  • Managed assigned nonqualified retirement plans, pension plans and 401(k) plans.
  • Provided resolution on daily administration issues.
  • Presented the guidance and advice on investments and services.
  • Liaised between the plan administrator and outside counsels in DRO proceedings.

Education

Bachelor’s Degree in Commerce
Triton College, River Grove, IL

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