Jaden Slusiewicz
27932 Milt Circle, Laguna Niguel,CA
Summary
Collaborative Intern offering strong analytical and problem-solving abilities with high attention to detail. Polished and professional, successful at supporting business operations. Knowledgeable about professional working practices and regulations, as well as office management protocols and project management. Works well with minimal oversight to carry out demanding work.
Overview
8
8
years of professional experience
Work History
Intern
Signature Estate & Investment Advisors
Newport Beach, CA
05.2021 - 08.2021
- Updated client information in databases, created reports of different accounts and positions to clearly show the advisors where there are areas of high proficiency, or areas of needing improvement.
- Completed projects with a high level of accuracy and speed, but also made sure to double check my work to eliminate any mistakes.
- Collaborated with team members to grow contributions through diligent focus and attention to detail.
- Assessed and prioritized multiple responsibilities, developing multitasking and time management skills.
Intern
Flexible Insurance Plans, Inc.
Newport Beach, CA
05.2022 - 08.2022
- Learned many strategies about tax and financial planning.
- Able to quickly understand and recommend positive solutions based off of clients' goals and objectives that they would like to meet.
- Attended client retirement plan meetings, business succession, estate and tax planning and deferred compensation meetings.
- Understand the importance of using various financial products and services such as insurance, long-term care, annuities and investments.
- Attained the knowledge that every clientele has unique situations and preferences, and the value of implementing products and services based on a client's specific wants.
Assistant
Pacific Financial Planners LLC
Laguna Niguel, CA
06.2019 - 08.2019
- Created and maintained spreadsheets and developed administrative and logistical reports.
- Guided administrative and professional staff through computer and software problems.
- Helped organize annuities and other important information for my employer.
- Kept all paperwork up to date and organized what was needed for the week.
- Made telephone calls to potential and/or current investors and relayed information about different investment opportunities.
- Attended meetings and seminars to ensure its organization and fluidity throughout its duration.
Parks and Recreation for the City of Laguna Niguel
The City Of Laguna Niguel
Laguna Niguel, CA
06.2014 - 08.2018
- I exercised my communication skills to children and their parents to give important information and lead the camp.
- I worked in a team environment and it created great team working skills.
- Explained principles, techniques and safety requirements of different activities to participants to prevent injury.
- Set up decorations, equipment and food service stands for various entertainment activities.
- Observed participants for signs of physical distress and rendered aid, including stopping activities and providing basic medical care.
- Supported site leader in coordinating and executing different projects.
- Assisted with smooth and efficient transitions between arrival, room periods, activities, field trips, snacks and departures.
Busser
Buona Forchetta - Encinitas
Encinitas, CA
05.2021 - 08.2021
- Practiced excellent customer service and was able to develop patience when resolving clientele issues.
- Learned very quickly about different clienteles and determined the best way to serve each customer.
- Went above expectations by helping with various tasks to support teammates in their duties.
Host
Chart House Dana Point
Dana Point, CA
05.2019 - 08.2019
- Supported management by helping resolving customer service and food-related issues to maintain guest satisfaction.
- Backed up serving staff, food runners and bussers to keep dining room presentable and ready for incoming guests.
- Delivered outstanding service and support from initial interaction to final departure, maintaining loyal clientele.
Education
Bachelor of Science - Business Economics
Northern Arizona University
Flagstaff, AZ05.2024
Some College (No Degree) - International Business And Finance
Hawaii Pacific University
Honolulu, HIHigh School Diploma -
Aliso Niguel High School
Aliso Viejo, CASkills
- Strong problem solver
- Oral and written communication
- Comprehension and note-taking
- Fast learner
- Prompt and efficient
- Time management
Accomplishments
- Became the 2018 Southern Section CIF Player of the Year while winning the Division 2 CIF Championship soccer tournament in high school.
- Received an athletic scholarship to play collegiate NCAA division 2 soccer at Hawaii Pacific University, and worked to attain a starting role as a freshman.
Timeline
Intern
Flexible Insurance Plans, Inc.
05.2022 - 08.2022
Intern
Signature Estate & Investment Advisors
05.2021 - 08.2021
Busser
Buona Forchetta - Encinitas
05.2021 - 08.2021
Assistant
Pacific Financial Planners LLC
06.2019 - 08.2019
Host
Chart House Dana Point
05.2019 - 08.2019
Parks and Recreation for the City of Laguna Niguel
The City Of Laguna Niguel
06.2014 - 08.2018
Bachelor of Science - Business Economics
Northern Arizona University
Some College (No Degree) - International Business And Finance
Hawaii Pacific University
High School Diploma -
Aliso Niguel High School
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