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