Contessa Wright

Client Relationship Administrator

Since 2020, Contessa Wright has been working in Retirement Direct. This professional is an experienced Client Relationship Administrator with over 13 years of work experience. According to Contessa's CV and work profile, Contessa Wright has worked at more than ten places with diverse backgrounds and gained different skills. Contessa attended school at the University of Phoenix to 2011. Contessa has professional certification as Retirement Plan Fundamentals (Rpf) Certificate and this person has studied English. Contessa Wright can be found in Greer, South Carolina – where this expert currently lives. You can search for Contessa Wright's contacts. We can also provide you with additional contact information upon request.
Name variants:
Contessa Wright
Last updated Jul 07, 2024

Contact Information

Last Update
Jun 25, 2022
Email
la**@gmail.com
Location
Greer, SC

Workplace

Client Relationship Administrator

Industry

Financial Services

Work History

Client Relationship Administrator

from Jun 2020

Maintenance Office Administrator

1500 Spring Garden St, Philadelphia, PA 19130
Asset Management - Processing all new equipment and equipment location moves through the Greenlight process, ensuring all documentation and manuals are provided and processing disposition re...
Oct 2013 — Sep 2014

Retirement and Institutional Services Employee Benefit Operations Administration Analyst Ii

200 west 2Nd St, Winston Salem, NC 27101
IPerform annual compliance review for each account. Review trial balances/cash sheets daily. Form 5500 for the plan or gather data for the preparation of Form 5500. Promptly respond to any I...
from Sep 2014

Retirement Plan Services Recordkeeping Specialist

17187 Laurel Park Dr north, Livonia, MI 48152
401K, Defined Contribution, and 457 retirement plan recordkeeping services in OmniStation. Knowledge of policies, procedures, and quality controls in order to process and post a variety of f...
Mar 2012 — Oct 2013

Membership Services Representative

Responsible for maintaining data integrity of membership database, e-magazine database, and e-magainze articles Also, for website design and maintenance newsletter alerts Special editor ...
Sep 2008 — Jun 2012

Business Development

808 Landmark Dr #110, Glen Burnie, MD 21061
relationship-driven solutions consulting with manufacturers and distributors providing value through literature, oral communication, and webinars.
Aug 2011 — Feb 2012

Upper School Calculus Teacher

Calculus and Language Arts Teacher
Aug 2009 — Jul 2010

Office Manager

Office administrative duties included answer phone, file records, log transactions, mail delivery, customer service, print mailings, fax papers, and type letters Refined computer skills wi...
Nov 2008 — Aug 2009

Bankruptcy Data Specialist

55 Beattie Pl SUITE 400, Greenville, SC 29601
Database administrator for Atlas (unsecured bankruptcy database) and ILS (secured bankruptcy database) Financial Account analysis and reporting for inventory management of bankruptcy depar...
Oct 2007 — Sep 2008

Recreational Specialist

Creativity in handling potentially explosive situations dealing with family members conducted scheduled daily activities in a friendly, care-giving atmosphere initiated one-on-one in-room...
May 2004 — Oct 2007

Education

Occupations

Executive
Office Administrator
Sales Specialist
Equipment Tools Purchasing Agent
Operations Manager
Department Store Salesperson
Retail Salesperson

Skills

Administration
Access
Analysis
Time Management
Management
Microsoft Excel
Leadership
Fundraising
Powerpoint
Payroll
Process Improvement
Software Documentation
Microsoft Office
Attention To Detail
Integrity
Fast Learner
Omnistation
Retirement Plan Recordkeeping
401K
Teamwork
Sharepoint
Benefits Administration
Business Development
Communication Written
Excel
Bankruptcy
Databases
Outlook
Microsoft Word
Non Profits
Data Analysis
Higher Education
Team Building
Accounting
Sungard Omni Dc
Sales Logix
Erisa
401K Rollovers
Defined Contribution
457 Plans
Qualified Retirement Plans
Chapter 7 and 13
Chapter 13 Bankruptcy
Chapter 7
Maximo
Asset Management
Asset Dispositions
Fixed Assets
Fixed Asset Management
Nonprofits
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