Kim Schuster has been a Qualified Pension Assistant at Moskal Gross Orchosky Inc since 2011. Furthermore, this professional has an employment history at more than 13 companies using similar skills. Kim has a total work experience of 17+ years. Kim Schuster studied at the Cuyahoga Community College from 2007 to 2010. Today this expert lives in Cleveland, Ohio region. You can find Kim Schuster's current email address and phone with Connexy search.
Name variants:
Kimberley Schuster,
Kimberly Schuster
Contact Information
Last Update
Jul 11, 2022
Email
ti**@att.net
Location
Cleveland, OH
Company
Workplace
Qualified Pension Assistant
Cleveland, OH
Industry
Financial Services, Insurance Agent/Broker Legal Services Office, Pension Funds
Colleagues
Work History
Qualified Pension Assistant
1301 east 9Th St SUITE 1400, Cleveland, OH 44114
Assist the administrator with filing of tax forms for Qualified plans. Verification that information is timely. Compilation of information to be stored in electronic storage of tax informati...
from Feb 2011
Temp
Assigned to work at New York Life Insurance Company in the Annuity New Business
department. My duties include data entry of the application into their internal system,
verification that a...
Dec 2009 — Apr 2010
Administrator
Annual administration of qualified plans. Verifying that all ERISA rules are followed and all tax forms are supplied to the client on a timely manner.
Sep 2007 — Jul 2009
Funding Administrator
As a funding administrator it was my responsibility to verify that all pertinent paperwork was received for a loan closing before the closing and that everything was in order. I was also res...
Jul 2005 — Sep 2007
Secondary Marketing
Worked with Marketing Department to determining best investor to lock a loan with
Entered loan information into the computer for the client.
Contacted the loan officers on loan that was e...
Jun 2003 — Jul 2004
Temp
1133 Avenue Of The Americas FLOOR 15TH, New York, NY 10018
I worked through this agency at Colony Mortgage as a Receptionist until I was hired by them.
Mar 2003 — Jun 2003
Supervisor
127 Public Sq, Cleveland, OH 44114
Supervisor, Mutual Fund Reconciliation
Managed staff in dealing with mutual fund reconciliations.
Trained the staff in the reconciliation process and the appropriate actions to take in sp...
Dec 2000 — Feb 2003
Project Manager
Worked with McDonald Investments' Operations Department in merger with Key Clearing Corporation Established new procedures for McDonald's Operations Department and developed a comparative an...
Jan 1999 — Jan 2000
Supervisor
KeyMap Managed Product
Supervised staff in executing manual trades, rebalancing, charging fees and all operational
aspects of the department
Took KeyMap from testing phase to full produc...
Jan 1996 — Jan 1999
Analyst
Analyst, Trade Execution
Activated a report that reflected open trades for accounts that are leaving the firm, thus reducing the firm's exposure
Established procedures for reconciling acc...
Jan 1994 — Jan 1996
Assistant
Assisted two Portfolio Managers in trading of over 150 accounts
Reconciled over 150 accounts and produced portfolio appraisals on a monthly basis
Prepared and distributed all necessary do...
Feb 1994 — Sep 1994
Administrative Assistant
Assisted four Investment Consultants in opening new accounts, including verifying all relevant paperwork is received and in good order
Assisted Investment Consultants in trading of stocks,...
Jan 1992 — Jan 1994
Wire Operator
wired branch trade information to the main PaineWebber office, for stocks, bonds and commodities
1988 — 1988
Education
2007 — 2010
1977 — 1981
1973 — 1977
Occupations
Accountant
Finance and Accounting Specialist
IT Professional
Data Entry Specialist
Sales Specialist
Agent
Accounting Bookkeeper
Bookkeeper
Data Scientist
Sales Representative
Skills
Accounting
Investments
Microsoft Excel
Account Reconciliation
Customer Service
Software Documentation
Accounts Payable
Microsoft Word
Leadership
Mutual Funds
Microsoft Office
Outlook
Securities
Employee Benefits
Banking
Tax
Powerpoint
Bookkeeping
Account Management
Pension Administration
Finance
Management
Microsoft Outlook
Excel
Word
Compliance
FAQs about Kim Schuster
What is the main profession of Kim Schuster?
The expert is a Qualified Pension Assistant.
What jobs is Kim Schuster a professional at?
The expert is a professional such jobs as Accountant and Finance and Accounting Specialist.
Where does Kim Schuster live?
They lives in Cleveland, Ohio.
What is the professional's email?
Kim's email is ti**@att.net.
Where did Kim Schuster work?
This person worked at Moskal Gross Orchosky Inc, Adecco Employment Agency.
Where has Kim Schuster studied?
Kim studied at the Cuyahoga Community College from 2007 to 2010.
What is the industry that Kim Schuster worked in?
This professional works in Financial Services industry.
What are professional skills of Kim Schuster?
Kim Schuster has skills in the following areas: Accounting, Investments, Microsoft Excel, Account Reconciliation, Customer Service, Software Documentation, Accounts Payable, Microsoft Word, and Leadership.