Timothy Harbin
Plan Representative II at T. Rowe
- Role
- Client Transaction Specialist at Fis
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
Experience
Client Transaction Specialist
Aug 2021 — Present
Process a variety of retirement plan transactions including, but not limited to loans, total distributions, payroll contributions, enrollments and exchangesReview transactions requests for proper documentation and authorization according to retirement plan rules and 401k industry standardsMet or have exceeded department processing standards in both quality and productivity on a monthly basisHead the quality queue pilot on PST 58Serve as a mentor for multiple associates on my team to develop both their technical and professional skillsSME for Roth, Transfer In and Transfer Out, Installments, Contributions, Loans.
Education
Villa Julie College
BA
1999 — 2001
Skills
- Microsoft Office
- Customer Service
- Access
- Training
- Marketing
- Microsoft Word
- Sales
- Payroll
- Microsoft Excel
- Team Building
- Social Media
- Outlook
- Powerpoint
- Leadership
- Event Planning
- Time Management
- Accounting
- Software Documentation
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