Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jessica McBee

College Station,TX

Summary

Detail-oriented individual with hands-on experience, exceptional communication skills, and talent for navigating challenges. Brings a positive attitude and commitment to continuous learning and growth. Known for adaptability, creativity, and results-oriented mindset with swift capacity to learn and apply new skills. Committed to making meaningful contributions and advancing organizational goals.

Overview

16
16
years of professional experience

Work History

Compliance Administrative Assistant

Atria Wealth Solutions/NEXT Financial
01.2020 - Current
  • Leads compliance protocol updates, achieving regulatory improvements and enhancing audit clarity
  • Coordinates cross-team initiatives, supporting system upgrades for operational efficiency
  • Refines data tracking with interdepartmental teams, ensuring precise record-keeping
  • Collaborates with legal and IT to integrate software tools, improving advisory workflows
  • Pinpoints inefficiencies in advisor lifecycles, securing swift and accurate audit outcomes

Advisor Support Analyst

NEXT Financial
08.2018 - Current
  • Enhanced cross-team processes, reducing delays through data-driven strategies
  • Collaborated with tech teams to streamline data processes, speeding up issue resolution
  • Implemented system upgrades with real-time feedback, boosting workflow efficiency
  • Established interdepartmental issue tracking and peer knowledge sessions
  • Utilized modern technology to overcome challenges and unify team efforts
  • Coordinated team training and updated documentation, fostering skill growth and ensuring consistent service quality

Preschool Teacher

St. Ambrose Catholic School
08.2009 - 08.2018
  • Designed engaging lesson plans enhancing early learning and resolving creative challenges
  • Implemented play-based activities improving instruction and overcoming classroom hurdles
  • Developed tailored learning modules addressing resource limits and fostering creativity
  • Coordinated with parents and colleagues refining teaching methods and solving classroom issues
  • Utilized data insights to adjust curricula, achieving measurable learner progress
  • Led curriculum innovations with interactive digital tools; tackled resource gaps and refined assessments to heighten learner engagement

Education

Diploma -

Cypress Falls High School
Houston, TX
05.1996

Skills

  • Collaboration
  • Compliance
  • Creative and Critical Thinking
  • Customer Service
  • Licensing
  • Policy Interpretation
  • Problem-Solving
  • Professional Communication
  • Resilience
  • Verbal and written communication
  • Team collaboration
  • Curriculum design
  • Adaptability and flexibility
  • Analytical skills

Timeline

Compliance Administrative Assistant

Atria Wealth Solutions/NEXT Financial
01.2020 - Current

Advisor Support Analyst

NEXT Financial
08.2018 - Current

Preschool Teacher

St. Ambrose Catholic School
08.2009 - 08.2018

Diploma -

Cypress Falls High School

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Jessica McBee