Qadirah Redmond

• Managed client inquiries regarding 401(k) and pension plans, ensuring accurate account transactions and compliance with financial regulations.

• Assisted with contributions, rollovers, withdrawals, and account reconciliation, resolving discrepancies efficiently.

• Provided financial education to clients on retirement plan options, investment strategies, and compliance requirements.

• Maintained detailed records using retirement recordkeeping software and CRM systems to support plan administration and reporting.

• Ensured adherence to ERISA, SEC, and IRS regulations, supporting fiduciary responsibilities and corporate compliance.

• Promoted from Contractor to Crew Member within seven months due to exceptional performance, efficiency, and commitment to team success.

• Served as the primary point of contact for clients, providing support for retirement account transactions, contributions, rollovers, and withdrawals while ensuring regulatory compliance.

• Educated clients on retirement plan options and policy guidelines, enhancing their understanding of financial decisions.

• Collaborated with internal teams to resolve account discrepancies, service requests, and escalated concerns efficiently.

• Member of the Trainers & Safety Team, ensuring compliance with workplace protocols and operational efficiency.

• Managed inventory tracking and optimized package sorting workflows, increasing delivery efficiency by 15%.

• Utilized data entry and tracking systems to monitor shipments and improve reporting accuracy.

• Maintained detailed patient records and ensured compliance with HIPAA regulations, enhancing data confidentiality.

• Assisted in scheduling and coordinating care plans, demonstrating strong organizational and problem-solving skills.