Sample Retirement Specialist Resume

Posted in Specialist Resume Examples

Robert Williams
3885 Briercliff Road
Brooklyn, NY 11234

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.


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

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