Expert Federal Retirement Benefits Specialist Resume Example

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Here is the Expert Federal Retirement Benefits Specialist Resume Example:

Matthew Yarbrough

2141 Springdale Rd SW, Apt 411

Colorado Springs, CO 80903

(555)-555-5555

[email]

Summary

A self-motivated and active individual with excellent communication and interpersonal skills; Ability to prioritize, meet deadlines and work with minimal or no supervision; Prepare/ present programs to groups from diverse background; Comprehend complex programs; Keep accurate/ detailed records and reports; Exercise critical human relations skills and maintain confidentiality; Determined to deliver effective strategies, methods, materials and settings to correspond with the needs; Has a good and strong communications and interaction skills.

Professional Experience:

Senior Federal Retirement Benefits SpecialistJanuary 2007 – Present

Department of State, Colorado Springs, CO

Responsibilities:

Provided relevant information, education, and guidance in an effort to retain and increase assets.
Quickly and accurately identified and assessed the customer’s stated and unstated needs.
Analyzed the customer’s plan to understand rules, regulations and tax implications of the plan, as well as customer objectives.
Assessed the customer’s investment experience and knowledge, preferences and action orientation, and retirement goals.
Discussed various ‘what if’ retirement and investment scenarios and potential impact.
Provided guidance/advice (using appropriate tools) on investments and services to meet the customer’s financial goals.

Benefits SpecialistMay 2004 – December 2006

PRC, Plantation, FL

Responsibilities:

Analyzed benefits data for accuracy and made recommendations for improvements.

ssociate Benefits SpecialistFebruary 1999 – May 2004

Paychex, San Diego, CA

Responsibilities:

Provided relevant information, education, and guidance in an effort to retain and increase assets.
Quickly and accurately identified and assessed the customer’s stated and unstated needs.
Analyzed the customer’s plan to understand rules, regulations and tax implications of the plan, as well as customer objectives.
Assessed the customer’s investment experience and knowledge, preferences and action orientation, and retirement goals.
Discussed various ‘what if’ retirement and investment scenarios and potential impact.
Provided guidance/advice (using appropriate tools) on investments and services to meet the customer’s financial goals.

Benefits SpecialistMay 2004 – December 2006

PRC, Plantation, FL

Education

Master of Science in Business and Finance

Stanford University, CA, 1999

Bachelor of Science in Business Administrations

Stanford University, CA, 1997

Skills:

Proficiency with MS Office Word, Excel PowerPoint and other business-related software
Excellent English communication and writing skills
Can work under pressure, empathic and can multi-task
Can Interact with different socio-economic backgrounds
Ability to Synthesize
Accounting Technical Skills
Analytical Skills
Computer Competency
General Business Skills
Team Orientation

Awards and Honors

Dean’s Lister, Stanford University, 1997

Senior Member, MBA Association