Wilma Arroyo

Experience

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  Delaware Investments

  Jan 1997 - Jun 2006

  Retirement Account Services Supervisor

  • Directed a team of seven retirement administrators, performed legal research, reviewed IRS guidelines, and process transactions for retirement plans for a company providing asset management solutions for institutions and individuals.• Supported the ERISA attorney by conducting in-depth legal research and analysis of documents as well as drafting detailed memos and correspondence. • Maintained current records on legal issues concerning retirement accounts such as Qualified Domestic Relations Order (QDRO) as well as contractual, divorce and death distributions.• Over six years’ experience in handling all human resources matters including short-term disability-family and medical leave request forms, short-term disability claims, employer’s report of occupational injury, employment contracts, and forms for the workers’ compensation process as a supervisor.• Applied investigative techniques to gather account histories, statements, and correspondence.• Expedited retirement account distribution thanks to strategic communication with attorneys, clients, and financial advisors.• Enhanced systems and workflow processes and minimized error rates by eliminating manual tasks.• Increased staff productivity by conducting comprehensive annual performance plans. Show less

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  Unique Advantage (Temping Exclusively for University of Pennsylvania)

  Jun 2007 - May 2017

  Administrative Assistant II

  • Delivered consistent guidance to support business activities including staff training, client and vendor relations, event coordination, and scheduling. Selected Contributions:• Proficiently handled administrative tasks to include generating detailed weekly reports, creating purchase orders, managing the invoicing process, and assuming independent projects.• Responsible for open lines of communication and satisfaction of deadlines through execution of dated correspondence with supervisors, trades personnel, payroll staff, and outside vendors.• Scheduled training for trades personnel as well as tracked all training for Tradesmen, Trades supervisors, and ensured required training be current with OSHA requirements. • Prepared and modified documents including correspondence, reports, drafts, memos, and emails.• Maintained electronic and paper filing system. Maintained office supply inventories, resolved administrative problems and inquiries. Show less

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  AppleOne, (Temping Exclusively for University of Pennsylvania) Human Resources - Benefits

  Jul 2017 - Dec 2017

  Financial Administrative Coordinator

  • Member of the team responsible for the University's $487 million Employee Benefits Pool, with full accountability• Provided regular monitoring of general ledger accounts using existing reporting solutions, analyzed and interpreted the data, and provided input to improve month-end analysis• Performed a wide variety of reconciliation process activities, including journal entries and contribution revenue journal summaries via BEN Financials• Prepared spreadsheets for the department as it pertains to HR needs and requests for annual audit documentation preparation• Maintained, analyzed, audited monthly benefits billing to reduce cost and reach departmental budget goals• Responsibilities included management and payment of all invoices, account analyses, identification, an explanation of variances and accurate and timely recognition of employee benefit liabilities in the University's General Ledger• Also, responsible for developing the annual benefits budget and tracking all variations Show less

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  AppleOne, (Temping Exclusively for University of Pennsylvania) Jon M. Huntsman Hall

  Jan 2018 - Sept 2018

  Front Office Coordinator

  • Provide wide-ranging responsibilities that include resource allocation, staff training and supervision, implementation of office procedures and processes, customer liaison and support and preparing financial reports• Provide information about programs for Undergraduates/MBAs, such as the location of departments or offices, employees within the organization, or services provided• Greet persons entering the establishment, determine nature and purpose of visit, and direct or escort them to specific destinations. Also, responsible for updating, maintaining and dispersing company directories• Manage, train, and mentor two Interns & ensure Interns’ performance are being monitored, and they are working on the policy and procedure set by the management• Transmit information or documents to customers, using computer, mail, or facsimile machine• Maintain look and feel of office and conference room and organizational layout (Office Organization)• Maintain/manage internal communication and processes via Confluence, staff engagement, shared calendar, etc.• Provide Admin Support to Executive Director and Deputy Director of the McNulty Leadership Program Show less

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  University of Pennsylvania, Jon M. Huntsman Hall

  Aug 2018 - now

  Office Manager

  • Provide wide-ranging responsibilities that include resource allocation, staff training and supervision, implementation of office procedures and processes, customer liaison and support and preparing financial reports• Provide information about programs for Undergraduates/MBAs, such as the location of departments or offices, employees within the organization, or services provided• Greet persons entering the establishment, determine nature and purpose of visit, and direct or escort them to specific destinations. Also, responsible for updating, maintaining and dispersing company directories• Manage, train, and mentor two interns to ensure they are working on the policy and procedure set by the management• Transmit information or documents to customers, using computer, mail, or facsimile machine• Maintain look and feel of office and conference room and organizational layout (Office Organization)• Maintain/manage internal communication and processes via Confluence, staff engagement, shared calendar, etc.• Provide Admin Support to Executive Director and Deputy Director of the McNulty Leadership Program Show less

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  McNulty Leadership Program

  Aug 2018 - now

  Office Manager