Rakshitha HR

Done. Here are very crisp, resume-ready bullet points — clean, sharp, and ATS-friendly:

• Trained and onboarded new joiners on operational workflows and quality standards
• Processed Empower Personal Wealth IRA transfers and 401(k) rollovers
• Executed Transfer of Assets (TOA) requests to Empower with high accuracy
• Managed client records and verified documentation for retirement account transfers
• Performed prefill activities for IRA and 401(k) asset transfers

• "Specialized in managing outside fund transfers from various contra firms (e.g. Fidelity, Voya, Charles Schwab) to Empower.

Assisted clients in completing required transfer documentation, including TOAs, RO forms, and binders, both digitally and on paper. Monitored incoming asset transfers processed by the Cash Team to ensure accurate allocation to client accounts by verifying client details and dollar amounts. Provided client notifications via Relay upon successful validation. Oversaw internal and brokerage cash and asset transfers, ensuring accuracy and correct firm origin. Handled various transfer types, including DRS, ACAT, non-ACAT, and mutual fund transfers, with specific experience in high-volume DRS transfers from firms such as Lockheed Martin, McDonald's, Wells Fargo, and IP. Conducted in-process quality control (QC) checks and performed final quality assurance (QA) reviews to minimize errors and financial discrepancies."

• Also worked in cash hold and dormant termination accounts and address change of the participants

• Working for Google Ad-Words worked as a senior fraud analyst. Determining the suspicious activity and conduction additional research on risky and suspicious account. Trained on multiple work flows like customer experience (CE) and ad hock escalations and investigate the fraudulent activity in the account and closing such fraudulent accounts as per policy guidelines. checking on payments and payment methods. Performing the KYC check and pass the verdict on the account.