Elaine Slusark
401 (k) Retirement, Employee Benefits, Financial Services
- Role
- Benefits Associate Retirement Services at Empower
- Location
- Scranton, US
- LinkedIn followers
- 500 followers
About Elaine Slusark
Experienced Benefits Associate with a demonstrated history of working in the financial…
Experience
Benefits Associate Retirement Services
Apr 2022 — Present · US
As a Processor in Financial Operations, I am responsible for accurate and timely completion of retirement plan transactions, knowledgeable of how they are completed and the plan rules governing the transactions. Transactions include:•Rollovers/Buybacks/Direct transfers•Single Sums•Payments to alternate payees due to QDROs (Qualified Domestic Relations Orders)•Systematic Distributions•Excess Contributions•No-Check Transactions•Distribution Maintenance Transactions •Manual checks on PRIDE•Apply IRS, DOL, SEC and other government rules and regulations appropriately and consistently to transaction processing.• Responsible for clearing all team queues daily. Clearing workflow queues and assist in other queues to ensure team goals are met.• Have the ability to consistently meet and exceed individual quality and production standards.• Establish and maintain a good working relationship with Client Service Team Members• Return voice mails and e-mails in a timely manner.• Ensure communication is constructive and professional• have a strong knowledge of OMNI and PRIDE. • All my questions and/or comments to business partners are clear, complete and concise. I am motivated, confident, enjoy being challenged and work well individually and in a team-based environment.
Education
Bloomsburg University of Pennsylvania
Bachelor of Education - BSEd
1988 — 1993
Skills
- High Organizational Skills
- Microsoft Word
- Financial Analysis
- Traditional Ira
- Securities
- Public Speaking
- Business Process Improvement
- Onboarding
- Microsoft Excel
- Team Building
- Computer Proficiency
- 401k Rollovers
- Qualified Retirement Plans
- Omni
- Retirement
- Oral & Written Communication Skills
- Teamwork
- Banking
- Client Services
- Investments
- Instructor-Led Training
- Leadership
- Customer Service
- Training
- Data Entry
- Process Improvement
- Financial Services
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