text: Recommended long-range plans during department reorganization for better alignment of teams within Retirement Services. This led to an expansion of my responsibility of managing 3 teams from 1 team.
  Performed monthly reviews assessing each employees performance and developed improvement plans. Managed out weak performers by putting them on performance plans and timely communication on their performance.
  Conducted training and mentored team members to promote productivity, accuracy and commitment to service clients.
  Assisted manager in writing performance reviews for team members and sitting in on yearly performance reviews.
  Single point of contact for clients, ADP sales team and various internal teams throughout the 401k Implementation process.
  Assisted New start clients who were setting up 401K plans for their employees for the first time as well as worked with Conversion clients that were transferring their 401k plan from other Recordkeepers and TPA's.
  Welcome call with Clients and Financial Advisors to introduce my role and introduce internal ADP team members to explain the implementation process and provide necessary paperwork.
  Assisted clients in completing outside Recordkeeper paperwork and coordinated with recordkeepers on a conversion timeline.