JENNIFER PRICE
Denver,CO
Summary
Detail-oriented and results-driven Real Estate Investment Coordinator with expertise in customer service, transaction execution, and operational support. Adept at managing real estate closings, coordinating with stakeholders, and ensuring seamless communication throughout the investment lifecycle. Known for delivering high-quality administrative and client-facing support in fast-paced environments.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Office & HR Benefits Manager
Anderson Mason Dale Architects
04.2016 - Current
- Manage and oversee day-to-day activities of operations, staff and additional administrators
- Conduct annual analysis, implement, and manage all benefit packages for staff, including medical, dental, vision, 401(k), FSA and HAS programs
- Facilitate information management while effectively collaborating with 10 Principals of the firm
- Continually assess staffing, training and office needs to support Architect and Client requirements
- Serve as company expert in preparing detailed civil, government and proprietary owner and consultant contracts for all projects
- Collaborate with 3rd party HR company for training, coaching, employment law, risk mitigation, and updating processes, such as the review process, onboarding, company updates, etc.
Investment Reviewer
Pensco Trust Company
10.2013 - 04.2016
- Communicate with clients on new accounts, and new investments, ensuring procedures are current and IRS compliant.
- Work with high net-worth clients, attorneys, title/escrow officers, sponsors to obtain legal documents pertaining to alternative asset investments.
- Understand and utilize relevant rules, issues and laws concerning buying and selling securities.
- Analyze client investments to ensure they are administratively feasible, as to not jeopardize client retirement monies.
- Ensure the security of client retirement accounts, by maintaining confidentiality and professionalism.
Marketing & Training Specialist
QubicaAMF - Solutions Department
10.2006 - 07.2012
- Maintained oversight over market research, and assisted in the development and implementation of four new Solutions Marketing Programs.
- Performed ongoing customer-market research and demographic profiling to identify and capitalize on unmet market needs ahead of the curve.
- Created, developed and maintained content for mail pieces, email campaigns, monthly newsletters, brochures, monitor ads and other marketing tools for clients.
- Trained more than 40 clients in the utilization of software programs, database management and marketing strategies.
- Educated sales team to enhance understanding of complex product features and contribute to the selling of the Solutions Marketing Program.
Education
Master of Arts - Education and Distance Learning
Bachelor of Arts - Interpersonal Communications
Skills
- Operations Management
- Transaction Coordination & Execution
- Client Relations & Customer Service
- Effective Written & Verbal Communication
- Teambuilding
- Multi-tasking & Time Management
- 401K experience
Affiliations
- Board Member of the Society of Design Administration Association
- Notary Public in the State of Colorado
Certification
- Board Member of the Society of Design Administration Association
- Notary Public in the State of Colorado
Timeline
Office & HR Benefits Manager - Anderson Mason Dale Architects
04.2016 - Current
Investment Reviewer - Pensco Trust Company
10.2013 - 04.2016
Marketing & Training Specialist - QubicaAMF - Solutions Department
10.2006 - 07.2012
Arizona State University - Bachelor of Arts, Interpersonal Communications
University of Phoenix - Master of Arts, Education and Distance Learning
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