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Joanne Rich

1555 Bridgedale Ct
Crystal Lake, IL 60014
Home Phone: (815) 893-9440
Cell Phone: (815) 751-4274
OBJECTIVE: Highly motivated and knowledgeable person, seeking a position as Dai
ly Trading Administrator in the 401(k) financial industry where 4 years of indus
try experience and 10 years of customer service will add value.
Webster University, St. Louis, Missouri
Masters in Business Administration
Graduated with High Honors, December 2009
Northern Illinois University College of Business, DeKalb, Illinois
Bachelor of Science in Business Administration
Graduated with Honors, December 2005
McHenry County College, Crystal Lake, Illinois
Associates in Science
Graduated with Honors, May 2004
Howard Simon & Associates, Riverwoods, IL 12/2007-Present
Junior Plan Administrator- Daily
Promoted from Assistant Plan Administrator to current job title
Supports the entire Daily 401(k) department for the company
Client Customer Service
-Service over 65 clients on a daily basis
-Handles client's 401(k) plans by processing daily account activity (monitors in
trading, 401(k) contribution deposits, allocating dividends, distribution requ
ests, and
settling daily investment activity from the previous day.
-Delivering outbound calls to our clients
-Anticipating current and future needs of our clients and vendors in order to en
hance our
processes and procedures
-Assist in resolving any discrepancies of issues regarding our clients and vendo
Delivered knowledge and skill in 401(k) terms, Pension Laws, 401(k) plan documen
ts, and IRS guidelines codes and laws
Reconcile/Balance Financial Accounts at both the individual investment fund leve
l and client account.
Responsible for preparing our clients quarterly reports and their participant st
Worked collaboratively with our Investment Fund House (TD Ameritrade) to gather
and pass information to one another efficiently.
Demonstrated organizational skills in order to prioritize tasks as way to allevi
ate pressures
Dedicated to answer and solve every client issue in order to find ways to stream
line or create new processes.
Enhanced my ability to work and think by different methods in order to complete
multiple tasks more effectively.
Hewitt Associates, Lincolnshire, IL 7/2006 to 6/2007.
Customer Service Associate
Counseled our clients' employees about their employee benefits.
Delivered knowledge in Human Resources benefits in 401K, Pension Retirement Plan
and Health Care benefits.
Demonstrated strong interpersonal skills with strong verbal and computer skills.
Aided in the problem solving and decision making of issues regarding our clients
Acquired the ability to work by different methods of research and technology
Northwest Herald, Crystal Lake, Illinois 6/2002 to 8/2006.
Newspaper Carrier
Responsible for morning newspapers 365 days/year.
Driven to give customers fast and efficient service.
Assisted other workers by volunteering to perform their routes.
Dominick's Finer Foods, Lake in the Hills, Illinois 9/2000 to 3/2004
Promoted from Utility Clerk to Cashier.
Assisted customers in locating and buying merchandise.
Answered questions and demonstrated product awareness of over 1,000 items.
Processed customer transactions in a friendly and efficient manner.
Assisted in resolving customer service issues and complaints.
Aided in the supervising and training of Utility Clerks.
Balanced cash drawers at the end of night and prepared cash drawers for next day
Jewel Osco, Crystal Lake, Illinois 6/2000 to 9/2000.
Utility Clerk
Assisted with the care of customers orders.
Answered questions and concerns pertaining to fellow workers and customers.
Maintained store cleanliness.
Performed heavy lifting and pulling to ensure organization and efficient
VP of Membership, National and Local Crystal Lake Jaycees non-profit organizatio
n, Crystal Lake, Illinois, 2010
-Gained Leadership experience by managing local community projects (Relay for Li
- Attended meetings and presentations to gain knowledge of local community issue
while finding ways to solve these issues.
-Supported the local community by volunteering and organizing local community ev
Received Hebert Eldean Scholarship for academic achievements at NIU College of
Member, NIU Society for the Advancement of Management, DeKalb, Illinois, 2005
-Attended meetings and presentations by business professionals
-Gained knowledge about management theories and practices
Proficient in Microsoft Office applications such as Word, Excel, PowerPoint, Out
look, Internet Explorer.
Working knowledge of SunGard Relius Administration Software