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James Wilson
Portland,OR
Summary
Detail-oriented operations and client service professional with an engineering background and experience with coordinating complex workflows, managing client communications, and supporting leadership teams in high-volume environments. Known for attention to detail, analytical thinking, and the ability to improve processes while maintaining exceptional service standards. Proven success balancing administrative, operational, and client-facing responsibilities.
Overview
4
4
years of professional experience
Work History
Financial Planning Assistant 2
Resource Financial Planning, Inc.
Portland, OR
12.2025 - Current
- Assumed responsibilities focused on executing money movement and conducting detailed analysis within client investment portfolios.
- Oversaw financial transactions and conducted comprehensive evaluations of investment opportunities.
- Conducted comprehensive planning analysis using systems like eMoney to ensure accurate financial mapping for clients.
- Assisted in preparing financial plans and investment proposals for clients.
Financial Planning Assistant 1
Resource Financial Planning, Inc.
Portland, OR
05.2023 - 12.2025
- Facilitated daily operations for company president, ensuring efficient workflow and effective time management.
- Oversaw calendar management for advisor's portfolio encompassing 600 households.
- Regularly spoke with clients to schedule them and answer any questions or concerns they may have
- Prepared financial reports for client presentations to enhance understanding of investment strategies.
- Assisted in developing comprehensive financial plans by gathering and analyzing client data effectively.
Remote Operations Center (subject to NDA)
Retronix Semiconductor (Intel Campus)
Hillsboro, OR
08.2022 - 02.2023
- Collaborated with cross-functional teams at Intel site to troubleshoot and resolve manufacturing process issues.
- Oversaw remote process management from control center, making strategic decisions based on data analysis.
- No further technical information can be discussed due to the nature of the NDA
Education
Honors Engineering degree - Systems Engineering Major, Engineering Management Minor
University of Arizona
Tucson, AZ05.2022
Skills
- eMoney
- Redtail CRM
- Calendar Management
- Database Reporting
- Event Planning
- Microsoft Suite
- Accurate Record Keeping
- Client Correspondence
Timeline
Financial Planning Assistant 2
Resource Financial Planning, Inc.
12.2025 - Current
Financial Planning Assistant 1
Resource Financial Planning, Inc.
05.2023 - 12.2025
Remote Operations Center (subject to NDA)
Retronix Semiconductor (Intel Campus)
08.2022 - 02.2023
Honors Engineering degree - Systems Engineering Major, Engineering Management Minor
University of Arizona