Summary
Overview
Work History
Skills
Education And Licenses
Timeline
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Jackie Taylor

Summary

I am a versatile financial services professional with a uniquely diverse background. A natural leader throughout various roles motivated by making a long-term impact on others and catalyzing growth. Production driven, and solutions oriented, I combine an analytical mindset with relationship building to deliver on goals and adjust beyond the status quo.

Overview

24
24
years of professional experience

Work History

Human Resources and Office Manager

Gem Rock And Trucking/Taylor-Morgan
04.2022 - Current
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Updated reports, managed accounts, and generated reports for company database.
  • Maintained accurate financial records by reconciling accounts payable transactions regularly to ensure balanced budgets.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Oversaw warehouse inventory activities by ordering, stocking and shipment receiving.
  • Managed office operations while scheduling appointments for department managers.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Coordinated special projects and managed schedules.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
  • Improved safety procedures to promote employee well-being and safety and protect company from potential liability.
  • Learned how to operate Heavy Equipment such as a Loader, Dozer, Dump Truck, Skid Steer and Excavator.

Associate Representative to multiple Financial Advisors

K2 Financial Partners
08.2020 - 04.2022
  • Assistant to Advisors specializing in wealth management and Insurance planning.
  • Prepared paperwork for rollovers, transfers, and various insurance products across all carriers.
  • Facilitate the Sales Team Meetings and business coaching to advisors.
  • Streamlined internal processes for improved efficiency and productivity within the team.
  • Demonstrated exceptional problem-solving skills when addressing complex client concerns or issues.
  • Increased customer loyalty by offering personalized support throughout the entire sales process.

Boise Office Manager and Associate to Multiple Wealth Management Advisors

Northwestern Mutual Wealth Management Co.
10.2013 - 08.2020
  • Specializing in retirement planning including employer markets, wealth management, estate and retirement planning
  • Responsible for business financials, human resources, A/P & A/R, reconciliation and tracking of commissions, payroll, business consulting, office synergy and all paperwork that flows through the practice
  • Practice Manager– Duties include calendar management, case preparation with illustrations, database management (update client info, run reports, comb database for opportunity, etc.) Liaison to compliance for our group
  • Built and maintained strong working relationships with clients, business partners, accountants, and attorneys
  • New Business - Prepare paperwork for rollovers, transfers and various insurance products across all carriers
  • Underwriting support and service tracking for two-four planners
  • Pipeline management and support for the 401k division
  • Initial process set up through underwriting to completion and funding
  • Working knowledge of credit reports, assets and liabilities as they pertain to underwriting cases
  • Contracting and licensing - Maintaining resident and nonresident licenses for all reps and staff including continuing education
  • Service – Multitasking, problem solving, and troubleshooting are my specialty! I carry out financial transactions, reconcile tax and accounting documents
  • Loan processing, account reconciliation, client onboarding all while providing excellent customer service
  • Manage and oversee staff – Implement coordination of tasks and delegation to staff to get the job done, reception, assist planners in maintaining a compliant practice, file management, notes from meetings in CRM and capture all emails the rep sends in CRM
  • Administrative support (general research and projects)
  • Coach and advise associate representatives and assistants to expand skill and production capacity
  • Influenced process improvements by creating efficiencies for our practice.

Practice Manager and CFO to Wealth Managers

Lincoln Financial Advisors
04.2009 - 07.2013
  • Managed daily practice operations to optimize appointment scheduling, client records management and billing functions.
  • Specializing in retirement planning including employer markets, wealth management and estate & retirement planning
  • Responsible for Business financials, budgeting, A/P & A/R, reconciliation and tracking of commissions, payroll, business consulting, reimbursements, bookkeeping, tax preparation, case preparation, asset transfers averaging $800K to $2M per month
  • Personal Assistant to two Planners – Duties include calendar management (client appointments, time blocking, event scheduling), case preparation (pull statements, snapshots, run Omni source and Morningstar reports, history from CRM, etc.), database management (update client info, run reports, comb database for opportunity, etc.), Comb reports to pull out splits to be changed, addresses for seminars, etc
  • New Business - Prepare paperwork for rollovers, transfers, etc
  • Service tracking for two planners, mail forms for new business and service to clients
  • Contracting and licensing to maintain resident and nonresident licenses
  • NAIC testing and CE tracking
  • Manage and oversee staff – Implement coordination of tasks and delegation to staff to get the job done, Reception, Assist planners in maintaining a compliant practice (reminder when tests need to be completed).


Associate Representative to Financial Representative

Northwestern Mutual
05.2008 - 04.2009
  • Executive Assistant to a top-level sales representative specializing in charitable giving platforms, wealth management, personal and business insurance planning
  • Office support including case preparation, illustrations, and presentations
  • Liaison to outside health insurance companies
  • Customer service, health insurance quotes and special projects.

Associate Representative to Financial Planner

New York Life
04.2006 - 02.2007
  • Executive Assistant to a top-level financial planner specializing in estate planning, wealth management and business insurance planning and long term planning solutions
  • Case preparation for large presentations, Illustrations, and seminar organization
  • Quality customer care, account reconciliation, underwriting, special projects, office manager in charge of complete office organization for financial compliance
  • Travel, hotel and off-site presentation arrangements, health insurance plan research and paperwork presentation.

Associate Representative to Financial Planner

Northwestern Mutual
04.2005 - 02.2006
  • Executive Assistant and office manager to a top-level sales representative specializing in estate planning, wealth management and business insurance planning
  • Customer support involving investment adjustments, trouble shooting and account reconciliation, case preparation, illustrations, and presentations and underwriting for various products.

Contract & Licensing Coordinator and New Agent Support

Northwestern Mutual
05.2000 - 03.2005
  • Assistant to the Director of Finance and Manager of the new business division of the agency
  • Head of contracting/licensing and continuing education, including professional designations
  • Training and support for new representatives (over 50 reps with less than two year’s experience), specializing in motivation, marketing and goal setting techniques
  • Business and marketing coach
  • Creating contests and goal setting for entire agency to increase sales revenue at a significant rate
  • Training new agency staff and agent’s assistants for administrative support of sales team through underwriting and processing of cases.

Skills

  • MS Office Suite, Omni Source, Morningstar, QuickBooks, TRAC, CRM, Onbase, NetX360, Laser App, NM Connect, Streetscape, Envestnet, PPA, IPS Excellent oral and written skills Thrives in a fast-paced environment and able to work remotely

Education And Licenses

  • Recipient of the “Assistant of the year” award in 2012
  • Practicing Notary public since 2002
  • Department of Insurance, Life, health, and long-term care insurance licenses, Idaho, 05/2001-Present
  • FINRA Series 6, 63, SIE Licenses, 10/2002-Present
  • MSHA
  • OSHA 30, Rigging, Advanced Rigging, Confined Space, CPR with AED

Timeline

Human Resources and Office Manager

Gem Rock And Trucking/Taylor-Morgan
04.2022 - Current

Associate Representative to multiple Financial Advisors

K2 Financial Partners
08.2020 - 04.2022

Boise Office Manager and Associate to Multiple Wealth Management Advisors

Northwestern Mutual Wealth Management Co.
10.2013 - 08.2020

Practice Manager and CFO to Wealth Managers

Lincoln Financial Advisors
04.2009 - 07.2013

Associate Representative to Financial Representative

Northwestern Mutual
05.2008 - 04.2009

Associate Representative to Financial Planner

New York Life
04.2006 - 02.2007

Associate Representative to Financial Planner

Northwestern Mutual
04.2005 - 02.2006

Contract & Licensing Coordinator and New Agent Support

Northwestern Mutual
05.2000 - 03.2005

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Jackie Taylor