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Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary
Talented, intelligent, and resourceful professional with the ability to adapt to new situations and wear multiple hats. Background in administrative and customer-service based capacities with several project-based experiences in a variety of settings/environments. At this stage, currently seeking a more advanced and challenging position that provides an opportunity for continued education and growth.
Highlights
General Office Advanced to proficient use of Windows and Microsoft Office programs (Word, Outlook, Excel, PowerPoint, Visio). Ability to learn new computer programs, in depth, quickly and accurately as they relate to the position at hand. Have used a variety of CRM systems (Smart Office, Bill Good, Commerce Agency, Agency Works), document management systems (Paperclip, DocStar, Dropbox, Box), and various other financial systems and programs (NetX360, Money Tree, proprietary office software). Capable of using a variety of office equipment (printers, scanners, fax machines, etc.) Typing speed of 65 wpm.
Education
San Diego State University , Expected in August 2015 Master of Business Administration : - GPA : 3.85
University of California Los Angeles, Expected in June 2007 Bachelor of Arts : Economics Global Studies - GPA : Economics Global Studies 3.191
Accomplishments
Experience
Hightower Advisors - Implementation Officer
Los Angeles, CA, 05/2014 - Present
  • Providing complete initial on-boarding and ongoing support to client family members and manage each client family's progress through the pertinent process from its conception.
  • Interacting with client families on a day-to-day basis, and the point of contact for non- strategic activities.
  • Aiding in the implementation of financial planning recommendations through the completion of new account applications and transfers.
  • Aiding in the monitoring and maintenance of financial planning recommendations by ensuring that client information is up-to-date, beneficiaries are in line, and accounts/contracts/policies are in good order.
  • Developing and maintaining the electronic information systems and serving as the liaison for technical support teams.
  • Maintaining client data and files, ensuring complete documentation of any and all communications or plan executions.
  • Ensuring appropriate compliance measures are in place for any investments and/or insurance executed for clients.
  • Conducting trades, as delegated by Registered Representatives.
  • Working close in cooperation with the Chief Planning Officer, Planning Officer, and Administration Officer to ensure both the family office and client families are managed accordingly.
  • As of May 2015, leading the firm's transition to a new broker dealer, which involves organizing, planning, and executing the transfer of over $50 million in assets under management (AUM) while simultaneously ensuring all individual clients and client families experience little to no effect from the change.
  • Readily accepting other duties, as assigned.
Kaiser Permanente - Client Service Associate
San Juan Capistrano, CA, 12/2011 - 05/2014
  • Aided in the implementation of financial planning recommendations through the completion of new account applications and transfers.
  • Aided in the monitoring and maintenance of financial planning recommendations by ensuring that client information is up-to-date, beneficiaries are in line, and accounts/contracts/policies are in good order.
  • Handled routine Client Service issues as assigned by the Service Manager and Registered Representatives through the Action Item system.
  • Answered Registered Representatives' calls transferred by other service personnel.
  • Quickly, professionally, and accurately routed incoming phone calls not answered by Service Receptionist and/or during Service Receptionist breaks.
  • Acted as one of the "gatekeepers" for Registered Representatives during prime appointment or calling time, putting through calls to Registered Representatives only if placing orders, by accurately screening calls through the Service Assistant's Call Screening Script.
  • Routes Clients on phone to the Service Manager when necessary.
  • Communicated with Registered Representatives through use of routing folder system or e-mail.
  • Interrupts Registered Representative only when necessary for clarification and or prepping of materials for client meetings.
  • Prepared materials for upcoming Registered Representative appointments as requested by the Service Manager.
  • Materials include completed new account applications and product applications, among others.
  • Processed and logging of investment account applications, financial planning contracts and checks.
  • If off post, ensured other administrative staff answer phone properly.
  • Completed and staying up to date on all product, procedural and compliance training.
  • Readily accepting other duties as assigned.
Advisors Excel - Senior Case Manager
Topeka, KS, 09/2008 - 06/2011
  • Proactively managed life insurance applications, up to six-figures in revenue, with a case load upwards of 200 while serving as liaison between agents, clients, and insurance companies.
  • Worked closely with the Underwriting team and financial advisors to prepare and facilitate the presentation of client files to life insurance carriers establishing placement plan, estate planning objectives, and advanced case design.
  • Provided timely and effective communication with financials advisors via the appropriate methods in order to provide consistent case status, advise the progression of their cases at the carrier level, and assess the viability of quotes generated for their clients.
  • Interacted via the appropriate methods with life insurance carriers to ensure the timely processing of life insurance applications.
  • Provided support to accounts that work directly with the life insurance companies in resolving any processing delays and service inefficiencies.
  • Assisted and advised associates in the managing of their cases and packaging to life insurance carriers.
  • Handled extremely confidential client information.
  • Handled large accounts generating significant company revenue.
  • Developed procedures in an effort to aid new hires, as well as standardize office work processes; lead new business training in order to implement said procedures.
  • Participated and developed marketing, new business, and special projects as needed.
CBIZ Special Risk Insurance Services, Inc - Assistant Case Manager
City, STATE, 09/2007 - 09/2008
  • Worked closely with the Underwriting and Case Management teams to prepare and facilitate the presentation of client files to life insurance carriers.
  • Followed-up with financial advisors to assess the viability of quotes generated for their clients.
  • Communicated via the appropriate methods with advisors regarding the status and development of their life insurance cases.
  • Processed and packaged life insurance policies for distribution to financial advisors nationwide.
  • Handled extremely confidential client information.
  • Assisted in the handling of large accounts that generated significant company profit.
  • Developed procedures in an effort to aid new hires, as well as standardized office work processes.
  • Participated and developed marketing, new business and special projects as needed.
Affiliations
Skills
Account Management, administrative, Agency, Case Management, contracts, CRM, Client, Clients, Customer Service, document management, documentation, e-mail, email, fax machines, financials, financial, financial planning, General Office, information systems, insurance, investments, logging, managing, marketing, Materials, meetings, Excel, Money, Microsoft Office programs, Office, Outlook, PowerPoint, Windows, Word, Works, office equipment, organizing, packaging, personnel, policies, prime, printers, processes, profit, progress, Quick, Receptionist, routing, scanners, Script, strategic, technical support, telephone, phone, Typing speed, 65 wpm, Underwriting, Visio

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Resume Overview

School Attended

  • San Diego State University
  • University of California

Job Titles Held:

  • Implementation Officer
  • Client Service Associate
  • Senior Case Manager
  • Assistant Case Manager

Degrees

  • Master of Business Administration
  • Bachelor of Arts

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