Jay Wilson
Lenexa,KS
Overview
2026
2026
years of professional experience
Work History
Financial Wellness Coordinator
University Of Kansas Health System
07.2024 - Current
- Oversee Employee Retirement plans (401a) & (457b)
- Systems reporting administrator (Workday/PSW)
- Collaborated with departments to gather data for accurate financial projections.
- Processed payroll transactions including employee deductions, taxes, benefits.
- Identified discrepancies between actual and expected results and investigated underlying causes.
Wealth Advisor Assistant
Raymond James
- Facilitated client meetings with comprehensive investment strategy planning.
- Collaborated with colleagues across multiple departments to provide seamless service experience for clients.
- Maintained accurate records of client interactions and investment performance using CRM software.
Personal Banker & Financial Service Rep.
Central National Bank
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Education
Graduate Certificate - Professional Management
University of Kansas
Lawrence, KSBachelor of Science - Business Finance
Emporia State University
Emporia, KSAssociate of Arts - Accounting
Baker University
Baldwin City, KSSkills
- Financial Analysis
- Data Analysis
- Payroll Administration
- Operational Efficiency
- Reporting and analysis
- Financial research
Timeline
Financial Wellness Coordinator
University Of Kansas Health System
07.2024 - Current
Wealth Advisor Assistant
Raymond James
Personal Banker & Financial Service Rep.
Central National Bank
Graduate Certificate - Professional Management
University of Kansas
Bachelor of Science - Business Finance
Emporia State University
Associate of Arts - Accounting
Baker University
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