Sarah Strampe
ACE Capital
Sioux Falls,SD
1
Certification
23
years of professional experience
Utilized 15+ years of expertise in retirement and hospitality sectors to elevate customer satisfaction and oversee complex transactions.
Work History
Casino Attendant/Bartender
3 Years 2 Months- I share duties of running the casino with one other attendant. I both open and close casino 3 days a week. I attend to all customers and handle any issues they may have throughout my shift, while ensuring a pleasurable experience while visiting our casino.
- I cash all tickets won by the customers and are required to balance the cash in the till and pay in any discrepancies at the end of the evening.
- I also maintain the cleanliness of the machines after each use and the bathrooms throughout the day. I thoroughly clean the casino every night after closing, including vacuuming, mopping and restocking all food/beverage items.
Customer Experience Specialist
- I decided to get back into the Retirement field and took a position with DPS and therefore, was contracted by PenChecks Trust;
- PenChecks Trust is a leader in handling force out Distributions from small businesses.
- We process the transferring of account balances from Plans, into both Traditional and Roth IRAs. The majority of my position is customer facing - speaking to individuals regarding their balances and why the account was transferred To Penchecks, along with guiding them through all options they have with their new IRA accounts with PenChecks
- (Cash Lump Sum Distributions, Rollover Distributions or transferring to Penchecks' own NextLevel IRA).
Line Cook
3 Years 7 Months- I decided to take a few years to focus on family and while doing so, worked part time as a line cook for both of the restaurants above. With Urban Chislic, I acted as assistant kitchen manager for about 6 months, helping with scheduling and ensuring all prep was complete and filling in as lead cook when needed.
Customer Care Representative
7 Months- I took incoming calls from IRA holders across the country who used our custodian and trust services for their self-directed IRAs. We guided them through the benefits of opening a self-directed IRA, along with all forms needed in order to fund and invest.
Quality Assurance Specialist
2 Years 1 Month- After 2 years with PAi, I interviewed for and was brought on as a Quality Assurance Specialist. This was a small group of individuals who reviewed all representative calls to ensure as high of accuracy as possible. Along with daily call reviews, I also worked closely with all new hire classes to ensure the fundamental knowledge necessary before working on tasks on their own, such as rollovers, loan payoffs, and all types of distributions. I also reviewed veteran rep's work on already submitted work to make sure there were no gaps in training of new procedures.
Customer Care Consultant
2 Years- I was the first of 2 employees hired for the Sioux Falls PAi office in April of 2014 and because of this, I was able to experience the function of many different roles within the company. Along with completing the 6 weeks of training to become a Customer Care Representative, in which I helped all employees understand their accounts (helped with changing their contributions, fund reallocations, loans and distributions), I also helped with interviewing potential employees, daily office admin support and until a manager could be brought on, I handled many of the managerial aspects of the office (onboarding of new employees, etc.). After 1.5 years, I went through another 6 weeks of training to become a Customer Care Consultant, in which I primarily helped Employers and Financial Advisors administer the plans. This entailed the year end reporting/testing, document amendments and the filing of the 5500.
Trading Desk Specialist
7 Years 1 Month- Capella is a provider of third party administration for over 300 retirement plans across the country. Originally, I was brought on to process distribution and loan requests for approximately 90% of the plans we hold. This included speaking with the participants, walking them through the necessary paperwork, processing the forms when they arrive, selling the shares from their balance, calculating the correct amount of federal/state withholding, and requesting the checks and 1099s. For loans, I also create the amortization schedule and promissory notes for the plan sponsor. About 2 months after starting, I was asked to take on the position of 'Trading Desk Specialist', which entailed gathering all in-house trades and sending them to the appropriate trust companies to be bought and/or sold. I also reconciled all settled trades to ensure the correct handling of each trade before importing into our system. This position required daily reconciliation of what we show as held to the trust information for each plan's funds to make certain we are in constant balance. I also administered 12 plans, which included year end testing and preparation of the 5500 for each. Along with those responsibilities, I received and posted all dividends on a daily basis, helped sell for fees collected through the plans, and was in charge of the cash holdings for all plans trading through two of our platforms.
Senior Payroll Specialist
2 Years 9 Months- I had a base of around 300+ clients that I processed business payroll for. The position dealt with a variety of services such as filing federal and state tax returns and helping with any and every aspect of their payroll needs. In addition, I helped in other areas as well, such as mentoring new employees during their first year as a payroll specialist and overviewing the daily and long term expectations of the position with job applicants during the interviewing process. I also cross trained in other areas of the company, such as the New Load Department and the Major Marketing Department.
Education
High school diploma
- Graduated with Honors
- Graduated semester time of senior year
- GPA: 3.75
Skills
Microsoft Word
Payroll
Microsoft Excel
Cash handling
Guest services
Organizational skills
Microsoft Office
Multi-tasking
Phone etiquette
Customer service
Retirement Administration
Small business payroll
Communication skills
Certification
Driver's License
Additional Information
Authorized to work in the US for any employer
Timeline
Casino Attendant/Bartender
ACE Capital
06.2023 - CurrentRead More
Customer Experience Specialist
Dakota Performance Solutions (contracted by PenChecks Trust)
04.2023 - 03.2023Read More
Line Cook
Red Robin // Urban Chislic
06.2019 - 01.2023Read More
Customer Care Representative
IRA Services Trust Company
08.2018 - 03.2019Read More
Quality Assurance Specialist
PAi (Plan Administrators, Inc.)
04.2016 - 05.2018Read More
Customer Care Consultant
PAi (Plan Administrators, Inc.)
04.2014 - 04.2016Read More
Trading Desk Specialist
Capella (Retirement LLC)
03.2007 - 04.2014Read More
Senior Payroll Specialist
Paychex, Inc.
12.2003 - 09.2006Read More
Roosevelt High School
High school diploma
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