Jennifer Kaczmarek
Colchester,CT
Summary
Detail-oriented team player with 30 + years of financial experience in both front and back office operations. Ability to handle multiple projects simultaneously with a high degree of accuracy. Demonstrates attention to detail and problem solving abilities spotting and resolving discrepancies.
Overview
26
26
years of professional experience
Work History
Branch Office Administrator
Edward Jones & Co
05.2014 - 11.2023
- Created and maintained relationships with 300 + clients & prospects.
- Consulted with customers to resolve basic issues or direct to correct staff member.
- Monitored client accounts, processing daily transactions such as rollovers and transfers.
- Managed calendar & organized appointments.
- Maintained office supplies and equipment to support team productivity.
- Implemented new staff training program.
- Mentored colleagues with monthly training sessions.
- Procured client documents in paperless environment.
- Performed basic accounting functions including client RMD's, disbursements and contributions.
- Process all incoming and outgoing correspondence.
- Delivered product and service quality and inspired team members to reach and maintain department goals and objectives.
- Oversaw opening and closing of branch and monitored overdrafts, wire transfers, collections and stop payment orders.
- Kept high average of performance evaluations.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
Account Executive
Prudential Financial
11.1997 - 03.2012
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Cultivated strong customer relationships by providing tailored advice and services.
- Assisted customers with completing required forms for opening and closing accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.Maintained constructive client and vendor relationships.
- Interfaced with department heads to establish tracking mechanisms and processes that created clear and effective information flow internally and with customers.
- Optimized business processes to foster operational efficiency.
- Collaborated on operational support tasks to achieve common goal.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
- Trained new employees on proper protocols and customer service standards.
Education
Associate of Science - Business Administration
Berkeley College
New York, NY06.1991
Skills
- Document Scanning
- Setting up Appointments
- Human Resources
- Data Entry
- Paperwork Processing
- Problem-Solving Abilities
- Client Relations
- Critical Thinking
- Microsoft Outlook
- Microsoft Office Suite
- Staff Education and Training
Accomplishments
I have recently obtained my SIE certification. I received the Edward Jones Spirit of Caring award in 2023. I am a Notary in the State of RI.
Timeline
Branch Office Administrator
Edward Jones & Co
05.2014 - 11.2023
Account Executive
Prudential Financial
11.1997 - 03.2012
Associate of Science - Business Administration
Berkeley College
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