JACQUELINE HANSEN
Omaha,Nebraska
Summary
Experienced in office management and administration with a proven track record of enhancing productivity, efficiency, and service quality in diverse environments. Known for dependability, ethics, and reliability, excelling as a support specialist and leader through advanced organizational, technical, and business expertise. Collaborates seamlessly with cross-functional teams, dedicated to ensuring operational and service excellence throughout the organization.
Overview
39
39
years of professional experience
Work History
Office Manager
Harrison Financial Services | Northwestern Mutual
2019.10 - Current
- Execute and manage all high net worth client meeting preparation by running Investment reports, In-force Ledgers for Insurance products along with notes and other marketing/meeting materials, making these available for team members electronically and in physical files
- Manage and track all licensing and continuing education for Elite Financial Team and team members to ensure compliance with requirements, manage renewals, and fees prior to expiration dates
- Technology support-facilitate and work with Network & Home Office technology experts to manage all laptop and peripheral orders, software and system set-ups, troubleshooting and software updates for the entire 20 + member team
- Relates primarily to onboarding new employees and sunsetting equipment and day to day service/support
- Additional responsibilities: CRM input & data integrity management, office administration including supplies, welcoming visitors, coordinating internal meetings, managing external memberships and events for several advisors, and directing various administrative projects, including standard operating procedures, compliance support and special projects.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Territory Relationship Manager
CLS INVESTMENTS LLC | Orion
2017.06 - 2019.10
- Manage calls from investment representatives and clients from across the country; answer questions and provide courteous, thorough, and professional service on existing accounts, including billing inquiries and paperwork requirements
- Collaborate with internal partners including custodians; TDAmeritrade, Schwab, Fidelity, Constellation Trust and others in delivering timely and accurate information and solutions
- Process service related items such as distributions - one-time and systematic withdrawals including RMDs, and purchases, plus address and profile changes
- Research and respond to client issues related to cost basis, cashiering functions, letters of instruction, power of attorney, tax reporting, transfers, complaints and escalating issues as needed
- Promote website education and usage in a consultative and resourceful manner
- Proficient skills with Microsoft Office software including Word, Excel, and Outlook and company specific software programs such as: Orion Advisor, Salesforce, and Desktop programs
- Effective written, listening and verbal communication skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Office Assistant - Business & Finance Office
BROWNELL TALBOT SCHOOL
2016.11 - 2017.02
- Assisted with financial system transition from Blackbaud Financial Edge to QuickBooks by creating chart of accounts and making journal entries in QuickBooks
- Reconciled transactions and data entry in MS Excel and QuickBooks in a timely and accurate manner
- Performed varied office and administrative support duties: organized forms, photocopies, file records and prepared correspondence
- Assisted Accounts Payable with incoming mail, ADP updates, document review and statement mailing.
Stay At Home Mom
HANSEN FAMILY
1998.01 - 2017.01
- Provide support to Executive Interim Solutions, LLC (Management Consulting Firm), approximately 10 to 15 hours per week, while a stay-at-home mom of a busy household with three children
- Performed document completion, invoicing, accounts receivable, bank account reconciliations, tax filings, expense reports, and insurance renewals including liability, auto, and health
- Coordinated international and domestic travel arrangements and co-managed personal investment accounts utilizing brokerage firms to make trades buying and selling individual stocks, ETFs, and mutual funds.
Agency Operations Manager
AXA ADVISORS | EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
1992.01 - 1997.01
- Directed a full range of consistently exceptional administrative services including financial management, human resources, compliance, and customer service to the customers and sales team of a busy branch of a nationally respected company
- Received the “Agency Operations Manager of the Year” Award in 1995
- Ensured exceptional service by developing a highly visible and competent support staff for sales agents
- Directly supervised as many as seven employees – continuously developing, training, and coaching staff
- Provided support to external staff members at district locations which required occasional travel and remote support
- Performed regulatory and compliance monitoring and reporting, staying current on financial rules and regulations and demonstrating the expertise to apply principles and practices
- Completed audits at the agency level
- Secured Series 6 - Investment Company & Variable Contracts Products Representative Examination, and Series 26 - Investment Company & Variable Contracts Products Principal Examination
- Developed excellent rapport with a diverse client base and helped forge customer relationships to enhance branch growth and business development
- Assisted customers with payments, product inquiries, and service requests.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
Agency Manager’s Administrative Assistant
EQUITABLE FINANCIAL SERVICES | EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
1986.01 - 1992.01
- Managed external contacts for Agency Manager and kept track of periodic communication needed for priority contacts
- Recipient of “Employee of the Year” Award on two occasions, 1990 and 1988
- Provided sales and marketing support to a sales force of 60+ registered representatives, including managing paperwork, fingerprinting, license applications and recordkeeping
- Used word processing, spreadsheet, database, and presentation software to accurately report on agency activity.
Education
Legal Office Specialist - Office Specialist (Legal)
Iowa Western Community College
Council Bluffs, Iowa01.1986
Skills
- Customer Service
- Office Management
- Organizational Skills
- Office Administration
- Excellent multi-tasking ability
- Data Entry
- Customer Relations
- Clear oral/written communication
- Scheduling and calendar management
- Administrative Support
Volunteer Experience
- St. Charles Borromeo Church, Religious Formation Instructor
- Boy Scouts of America, Medical Forms Coordinator
Timeline
Office Manager
Harrison Financial Services | Northwestern Mutual
2019.10 - Current
Territory Relationship Manager
CLS INVESTMENTS LLC | Orion
2017.06 - 2019.10
Office Assistant - Business & Finance Office
BROWNELL TALBOT SCHOOL
2016.11 - 2017.02
Stay At Home Mom
HANSEN FAMILY
1998.01 - 2017.01
Agency Operations Manager
AXA ADVISORS | EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
1992.01 - 1997.01
Agency Manager’s Administrative Assistant
EQUITABLE FINANCIAL SERVICES | EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
1986.01 - 1992.01
Legal Office Specialist - Office Specialist (Legal)
Iowa Western Community College
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