Maelis Garcia
@maelisgarcia
Bilingual 401(k) specialist delivering compliant retirement plan administration and client-focused support.
United StatesWhat I'm looking for
I am a bilingual (Spanish/English) 401(k) specialist with 5+ years of experience in retirement plan administration, participant education, and client relationship management. I consistently deliver clear, compliant guidance on rollovers, contributions, loans, and plan processes while maintaining data integrity in CRM and recordkeeping systems such as Salesforce and Relius/Simis.
Experienced in high-volume remote customer support, I resolve escalations efficiently, collaborate cross-functionally to improve onboarding and service metrics, and support payroll and administrative functions when needed. I prioritize consultative communication, problem solving, and process improvement to build trust with participants, PEOs, and employer clients.
Experience
Work history, roles, and key accomplishments
Plan Support Specialist
Slavic401k
Jan 2023 - Present (2 years 10 months)
Serve as primary contact for employer clients, PEOs, and payroll companies to ensure compliant plan administration; improved service delivery by resolving escalations and maintaining accurate records in Salesforce and Relius/Simis.
Customer Service Representative
Slavic401k
Jan 2022 - Jan 2023 (1 year)
Assisted plan participants with account inquiries, rollovers, loans and withdrawals, handling high inbound volume while meeting QA standards and resolving escalations in a metrics-driven remote environment.
Administrative Assistant
Superior Contracting
Jan 2022 - Dec 2022 (11 months)
Processed payroll, maintained employee records and coordinated with local government offices to secure permits, improving administrative efficiency and compliance for operations.
Secretary
Vallejo Auto Sales
Jan 2020 - Dec 2022 (2 years 11 months)
Managed customer scheduling, insurance documentation and billing support while maintaining organized administrative records and assisting management with daily operations.
Education
Degrees, certifications, and relevant coursework
FCFlorida Southwestern State College
Bachelor's in Business Management, Business Management
Pursuing a Bachelor's degree in Business Management at Florida Southwestern State College (in progress).
Baldwin Preparatory School
High School Diploma, General Education
High school diploma awarded in 2020, providing foundational academic preparation for higher education.
FCFlorida Southwestern State College
Associate of Arts, General Studies
Associate of Arts conferred in 2020 from Florida Southwestern State College with foundational coursework supporting business studies.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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