Jacob Wilmsmeyer
Saint Louis,USA
Summary
Dynamic HR Records Specialist with a proven track record at Edward Jones, excelling in compliance and training. Demonstrated leadership in overseeing the hiring of over 2,000 associates and implementing efficient data entry protocols. Skilled in analytical thinking and effective communication, driving continuous improvement in the financial advisor life cycle.
Overview
4
4
years of professional experience
Work History
Sr. HR Records Specialist
Edward Jones
10.2022 - Current
- Specialized in the pre- and post-hire process of financial advisors.
- Provide information and insight into financial advisor benefits, compensation, and performance guidelines.
- Ensure that financial advisors are in compliance with both firm and government guidelines.
- Facilitated training for associates on the team to ensure accurate knowledge of the Financial Advisor life cycle.
- Oversaw the hiring and transferring of over 2,000 associates to the financial advisor role.
- Assisted in the creation of over 1,200 new branches for financial advisors to fill.
- Helped pioneer the Associate Financial Advisor role through testing, implementation, and education to other areas.
- Implemented data entry protocols for new and existing records, maintaining accuracy and efficiency.
Key Leader
Lululemon
11.2020 - 10.2022
- Educated store staff on new and upcoming inventory via presentations.
- Strategized and placed educators in effective positions to best assist guests, and limit bottlenecks.
- Oversaw the training and development of teams of educators.
- Assisted in reinventing the ship from store SOPs to ensure a more efficient workflow.
- Assisted in the openings of two stores to increase store size and capacity, to store more products, and to better assist guests.
- Utilized POS system for accurate tracking of inventory levels, pricing changes.
Education
Master of Science - Industrial Organizational Psychology
Grand Canyon University
Phoenix, AZ06-2025
Bachelor of Arts - Psychology
Lindenwood University
Saint Charles, MO12.2021
Skills
- Ability to work under pressure
- Analytical thinking
- Continuous improvement
- Effective communication
- Employee training
- Ethics
- Fast learner
- Leadership
- Team Working
- Time management
- Problem-solving aptitude
References
References available upon request.
Timeline
Sr. HR Records Specialist
Edward Jones
10.2022 - Current
Key Leader
Lululemon
11.2020 - 10.2022
Master of Science - Industrial Organizational Psychology
Grand Canyon University
Bachelor of Arts - Psychology
Lindenwood University