“TBA is a close group of people, and I like how all our jobs flow through our processes – everyone has a role like an assembly line. However, the difference is everyone willingly helps out even if the task isn’t their primary role.”
My role at TBA includes various responsibilities. As part of our annual service, I manage the client portal and help our clients access their accounts online, prepare and upload the annual census/questionnaires, enter assets, and prepare and upload the final Year-End Reporting and Plan Documents to the client portal. As part of the Distribution and Loan team, I prepare and send terminated participants their distribution packets. I also facilitate requested distributions and loans each day into our systems and to the Pension Administrators for review.
My work experience has always been in the administrative field. Whether I was working for a large group of people (providing support to as many as 35 people), or as a personal assistant for just one person, I have always been fortunate enough to work for people or companies that allowed flexibility around my kids and family schedules. In fact, at the time when I started working at TBA, I was only seeking a part-time position. As I learned the job, so much more than just assembling binders, my role evolved to full-time, long-term employment.
TBA is a close group of people, and I like how all our jobs flow through our processes – everyone has a role like an assembly line. However, the difference is everyone willingly helps out even if the task isn’t their primary role. I like the people I work with every day, but my happiest memories are from our holiday parties! Kim and Amy come up with the most creative activities or places to go – we never go to the same place twice, and it’s ALWAYS a secret – they keep us guessing every year!
(248) 299-4100 ext. 223