Stacee A. Jones
Upper Marlboro
Summary
Dynamic and creative professional with 10 years of experience in client service and relationship management, specializing in retirement solutions for public sector employees, including educators and first responders. Proven expertise in calculating and processing retirement benefits, managing caseloads, and ensuring compliance with regulatory requirements. A results-driven individual with strong analytical skills, proven organizational capabilities, and a passion for fostering client relationships. Adept in utilizing software tools to streamline processes and enhance service delivery.
Overview
11
11
years of professional experience
Work History
Retirement Services Specialist
District of Columbia Retirement Plan
10.2023 - Current
- Company Overview: DC Government
- Analyze retirement information to confirm eligibility for health and life coverage for retired members and their survivors
- Produce and distribute monthly correspondence to annuitants regarding benefits
- Conduct thorough research to establish rightful beneficiaries for unpaid annuities and manage sensitive member data in STAR, the automated pension payroll system
- Reconcile discrepancies with health benefit carriers quarterly, ensuring accurate reporting and compliance
- Manage a caseload of new and deceased retirees, ensuring timely payments within the first sixty days of receiving requests and documentation
- Conduct thorough analysis to confirm eligibility for health and life coverage, maintaining consistent communication with agency stakeholders to obtain necessary data
- Review and verify retirement information packets and update STAR (the System to Administer Retirement) for accuracy and compliance
- Process new retirees, survivors, and beneficiaries onto the annuity payroll, ensuring accuracy in special project calculations such as salary increases and adjustments
- DC Government
Client Solutions Associate I
Mission Square
06.2016 - 09.2023
- Company Overview: formally ICMA-RC
- Leveraged OmniPlus and other electronic data processing systems to accurately input, analyze, and post participant details, ensuring data integrity
- Conducted complex divorce settlement calculations and managed account corrections, enhancing operational efficiency
- Developed and maintained comprehensive audit trails and performed quality assurance on all account transactions
- Trained new associates on record-keeping systems and procedures, fostering a culture of continuous improvement
- Formally ICMA-RC
Investor Services Associate
Mission Square
04.2014 - 06.2016
- Company Overview: formally ICMA-RC
- Provided expert assistance to participants regarding account management, investment selections, and fund transfers, contributing to high levels of client satisfaction
- Collaborated with field representatives to facilitate effective communication and resolve account-specific inquiries
- Managed participant complaints and feedback, driving retention and enhancing service quality
- Formally ICMA-RC
Education
Bachelor of Science - Accounting
Hampton University
Hampton, Virginia12.2013
Skills
- Client Service Excellence
- Effective Communication
- Analytical Proficiency
- Problem Solving
- Technical Skills
- Keen Attention to Detail
Additional Information
Exceeded Expectations Performance Award, ICMA-RC, 06/11, Exceeded Expectations Performance Award, ICMA-RC, 05/15, RC Bonus Award, ICMA-RC, 2014 - Present, 2022 Leadership Nomination, ICMA RC, 2022, Strong ability to work collaboratively across teams and departments., Proven capacity to manage multiple tasks and projects in a fast-paced environment., Commitment to professional development and continuous learning in the financial services sector., Experience in user testing of electronic systems, ensuring tool efficiency and accuracy., Tax Accounting Experience, Financial Accounting Experience
Personal Information
Citizenship: U.S. Citizen
Veterans Preference
0 Points
Timeline
Retirement Services Specialist
District of Columbia Retirement Plan
10.2023 - Current
Client Solutions Associate I
Mission Square
06.2016 - 09.2023
Investor Services Associate
Mission Square
04.2014 - 06.2016
Bachelor of Science - Accounting
Hampton University
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