Erin Rump
Covington
Summary
Client-centered financial associate with expertise in workplace retirement plans and participant education, dedicated to enhancing participant understanding and engagement. Skilled in guiding participants through enrollment, contribution adjustments, rollovers, and addressing retirement readiness inquiries with precision and care. Renowned for delivering patient, empathetic support and fostering trust through clear explanations of plan features and financial concepts. Committed to a customer-first mindset by consistently providing clear, accurate information that prioritizes client needs and satisfaction.
Overview
17
17
years of professional experience
Work History
Fidelity Investments
06.2025 - Current
- Delivering a high level of customer service to our participants for Fidelity’s non-profit clients including 403(b), 401(a), 401(k) and 457(b) plans
- Communicating accurately using all resources available in response to customer inquiries and requests; enhancing participants understanding of retirement plan options
- Problem-solving difficult issues and where appropriate, collaborate with peers, Team Leads, and/or Managers for resolution
- Working proactively to support change and process-improvement
- Self motivated and works independently; able to manage case work items and resolve in a timely manner
- Strong resource utilization, including OLR, Plan Pro, XTRAC and FPRS
- Ability to interact in a team environment while maintaining a positive team influence in helping the team to attain departmental goals
Internal Revenue Service
01.2021 - 06.2025
- Conducted detailed account analysis to determine liabilities, required actions, and appropriate resolutions
- Identify, research, and resolve transaction discrepancies, exceptions, and breaks to ensure proper account posting and client outcomes
- New Hire and upskill trainer reinforcing quality standards and operational accuracy
Kerry Automotive
03.2009 - 01.2021
- Transaction processing including daily accounts payable, accounts receivable, large bank deposits and warranty transactions
- Balanced bank accounts and manufacturer statements on a monthly basis
- Utilized ADP and manufacturer systems to support accounting and payroll operations
Education
Licensed Massage Therapist -
Southwestern College
03-2010
High School Diploma -
Richmond High School
06-1995
Skills
- Effective communication
- Detail-oriented
- Effective time management
- Data analysis
- Customer-focused approach
- Strong organizational skills
Timeline
Fidelity Investments
06.2025 - Current
Internal Revenue Service
01.2021 - 06.2025
Kerry Automotive
03.2009 - 01.2021
Licensed Massage Therapist -
Southwestern College
High School Diploma -
Richmond High School