- Adventure Travel and Road Trips
- Exploring various forms of art, such as painting, photography, and macrame, to nurture creativity and personal growth
- Volunteering at local animal shelters and rescue organizations
- Volunteering at community kitchens and food-related charities
Anna Jarusan
Winfield,IL
Summary
Trusted senior assistant and strategic support partner with a career rooted in discretion, loyalty, and enduring professional relationships. Skilled in managing the full landscape of an executive’s professional and personal world — including confidential matters, complex logistics, and operational oversight — while bringing steadiness and thoughtful judgment to demanding situations. Combines cultural awareness, financial oversight, and a deep commitment to thoughtful, high-touch service.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Operations Manager - Insurance
Hightower Advisors
Downers Grove, IL
02.2024 - Current
- Partner with financial advisors, estate planning attorneys, and tax professionals to structure life insurance solutions aligned with clients’ legacy, wealth transfer, and tax planning strategies
- Selected by corporate leadership to collaborate with a UHNW advisory office in another state, supporting sophisticated client planning initiatives that generated $500K+ in incremental revenue
- Serve as a liaison among clients, advisors, and insurance carriers, coordinating complex underwriting, documentation, and timelines with precision and discretion
- Designed and implemented streamlined workflow systems that improved processing efficiency and became the operational standard for team training and onboarding
- Cultivate long-term relationships with UHNW clients and advisory partners, delivering high-touch service grounded in trust, responsiveness, and meticulous follow-through
Practice Manager
EFG Advisors
Schaumburg, IL
06.2002 - 02.2024
- Directed complex, multi-time zone calendar strategy for Principal, integrating personal, business, and high-priority commitments.
- Oversaw end-to-end personal and lifestyle operations for Principal, ensuring seamless coordination across properties and external advisors.
- Managed Principal's communications drafting correspondence in the Principal's voice while safeguarding time, privacy, and reputation.
- Led and mentored multidisciplinary staff in service excellence, discretion protocols, and high-touch client engagement, fostering a culture aligned with the expectations of high-net worth clientele.
- Directed full-cycle recruitment and vetting of staff, prioritizing cultural alignment, discretion, and service standards.
- Oversaw financial operations and reporting, ensuring accuracy, confidentiality, and alignment with leadership's strategic priorities.
- Managed scheduling and logistics for executive meetings, ensuring seamless communication across departments.
- Managed highly sensitive personal and organizational information with absolute discretion, upholding strict confidentiality and privacy standards.
- Partnered with technology and security teams to implement systems upgrades that strengthened operational efficiency, communication flow, and data protection.
- Led strategic process-improvement initiatives to streamline workflows, optimize leadership time, and strengthen overall operational infrastructure.
Education
Associate of Arts - Criminal Justice
College of DuPage
Glen Ellyn, ILSkills
- Discreet Communications & Inbox Oversight
- Travel & Mobility Logistics (Air, Land, Sea)
- Multi-Property & Lifestyle Operations
- Vendor, Advisor & Service Provider Coordination
- Systems Building & Process Improvement
- Calendar Strategy & Information Flow
- Budget Oversight & Cost Control
- Confidential Information Handling & Privacy Practices
- Calm Crisis Response & Problem Solving
- Technology & Infrastructure Enhancements
Accomplishments
- Recognized with a performance bonus for managing dual-department responsibilities, maintaining service levels and operational continuity during a period of organizational change.
- Identified and resolved financial discrepancies through a comprehensive audit, leading to the recovery of $130K in misallocated funds.
- Directed a multi-phase office rebuild and interim relocation, managing cross-functional vendors, technology deployment, and logistical planning while safeguarding operational continuity and leadership productivity.
- Reduced office renovation expenditures by $40K through strategic vendor negotiations, competitive sourcing, and disciplined budget oversight while maintaining project quality and timelines.
Certification
Life/Health/Disability Insurance License
Series 6 Securities License
Series 63 Securities License
Interests
Timeline
Operations Manager - Insurance
Hightower Advisors
02.2024 - Current
Practice Manager
EFG Advisors
06.2002 - 02.2024
Associate of Arts - Criminal Justice
College of DuPage