Management of the IRA and CDARS investment programs including HSA. Processed all Levies, liens and seizures for account holders. Management, reduction and recuperation of Visa Fraud. Heavy phone, e-mail using Outlook and regular mail throughout the day with customers, clients, other financial specialists, internal customers, vendors and management. Heavy usage of Excel for tracking, monitoring and reporting. Heavy usage of Word for internal/external letters and notifications as well as document preparation. Created Training programs for internal and external customers including PowerPoint presentations for various Finance and investment solutions.
good work life balance