Walker Snyder
Paraplanner at Masterplan Retirement Consultants
Based in Atlanta, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Atlanta
Industry
Financial Services
Company size
2
Contact information
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w•••••••@masterplanretire.com
Phone
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Background
About Walker Snyder
Dedicated 401(k) Financial Support Liaison for select Fortune 500 companies Defined Contribution retirement plans • Authenticate participants adhering to ridged security protocol due to highly sensitive and complex confidential financial information • Accurate processing of plan specific transactions, while researching and resolving participants queries regarding their Defined Contributions retirement plans • Identify suspected fraud, diminished capacity or legal matters and escalating to the appropriate Risk team or Legal department • Maintained top 20% of all representatives with accurate call resolution, while providing a high value customer experience • Continual compliance training with Federal and State Tax laws and regulations adhering to 401(k) compliances while abiding by IRS § 401(k) and IRS § 401(a) • Detailed and action orientated with advanced organization skills • Ability to multitask while problem solving • Strong interpersonal skills and passion to engage with clients
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