JANAY TAVARES-JAMES
Boston,MA
Summary
Experienced client management and executive support professional specializing in wealth management, financial planning, and client onboarding. Proficient in executive calendar management, meeting coordination, and streamlining internal processes to drive productivity. Recognized for delivering top-tier support to leadership, maintaining compliance standards, and elevating client satisfaction with well-organized, efficient operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Planner
Northwestern Mutual
12.2023 - 06.2024
- Managed over 100 high-net-worth client portfolios, optimizing diversification strategies and risk-adjusted returns.
- Managed a broad variety of professional administrative tasks including updating calendar, setting appointments, lead outreaches (via phone, email, or social media).
- Developed and executed comprehensive financial plans, ensuring long-term wealth preservation and asset growth.
- Collaborated with finance and HR departments to maintain accurate payroll records, resolve discrepancies, and streamline compensation structures.
Supervisor of Client Relations/Executive Support
Northwestern Mutual
03.2020 - 09.2023
- Served as main point of contact for full client experience.
- Managed a broad variety of professional administrative tasks including updating. calendar, setting appointments and making any adjustments as needed.
- Worked closely with clients to secure their personnel documents and files via various database systems.(statements, social security cards, W2, etc..).
- Monitored and oversaw client process from application through underwriting.
- Created a work request system to help streamline more efficient onboarding processing.
- Designed and implemented comprehensive training systems for new hires, covering client applications and account opening paperwork.
- Managed advisory and brokerage accounts, overseeing asset transfers, policy underwriting, and investment operations.
Sales Office Manager/Administrative Assistant
Re Mentor
03.2018 - 02.2020
- Pulling anywhere from 200-1,000 leads from CRM and distributed them to team via Infusionsoft.
- Created Lead Conversion Reports, Daily KPI Report, Send/Receive Agreements via DocuSign, and Weekly Commission Reports.
- Order Compliance - ensuring sales are within established guidelines.
- Kept Daily Call Tracking Reports via Variphy.
- Assisted with Recruiting/Pre-screened resumes and scheduled interviews
- Onboarded new sales employees.
- Managed end-to-end payroll processing, including salary disbursements, bonuses, and commission payouts for employees
Case Management Specialist
Wayfair
11.2014 - 02.2018
- Daily use of Microsoft Office Suites.
- Handled over 100+ inbound and outbound customer communications through Cisco phone system daily.
- Provided high-touch customer and vendor support resolving escalated cases efficiently via CRM software.
- Tracked and documented case progress in CRM, ensuring accurate records and seamless follow-ups.
- Analyzed customer interactions and case trends to identify areas for process improvement and enhance service quality.
Retirement Specialist
Randstad Agency
05.2012 - 09.2014
- Handled a high volume of inbound calls efficiently, maintaining professionalism and accuracy in a fast-paced call center environment.
- Assisted ERM members and potential members with 401(k) enrollment, transaction processing, loan requests, IRA rollovers, pension planning, and retirement planning inquiries while ensuring compliance with DOL and IRS regulations.
- Utilized CRM and CISCO call center systems to document interactions, track case resolutions, and provide follow-up support as needed.
- Provided one-on-one financial coaching, empowering clients to make informed investment decisions.
- Developed high-impact training programs, improving efficiency and reducing error rates in investment processing.
- Provided exceptional customer support to 401(k) plan participants, addressing inquiries regarding account balances, contributions, withdrawals, and plan options.
Education
High School Diploma - Business Management
Egleston High School
Boston, MA06.2011
Skills
- - Administrative Tasks (Calendar Management, Data Entry and Record-Keeping, Email and Correspondence Management)
- - Client Portfolio & Relationship Management
- - Retirement & Insurance Solutions
- - Onboarding & KYC (Know Your Customer) Processes
- - CRM & FinTech Systems Optimization
- - Payroll Processing & Compensation Management
Certification
Life & Health Insurance License
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 15 sales staff members.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeWork Location
RemoteHybridLanguages
English
Native or Bilingual
Timeline
Financial Planner
Northwestern Mutual
12.2023 - 06.2024
Supervisor of Client Relations/Executive Support
Northwestern Mutual
03.2020 - 09.2023
Sales Office Manager/Administrative Assistant
Re Mentor
03.2018 - 02.2020
Case Management Specialist
Wayfair
11.2014 - 02.2018
Retirement Specialist
Randstad Agency
05.2012 - 09.2014
High School Diploma - Business Management
Egleston High School
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