Jessica McCool
Derry
Summary
Detail-oriented operations support and administrative professional with nearly 10 years of progressive experience supporting financial services and corporate office operations. Skilled in quality assurance, high-volume data entry, workflow coordination, records management, and administrative support. Recognized for maintaining exceptional accuracy, managing competing priorities, and collaborating across departments to deliver indispensable service through accurate, efficient operations. Experienced in supporting complex processes while maintaining compliance, data integrity, and operational excellence.
Overview
11
11
years of professional experience
Work History
New Accounts Associate
Commonwealth Financial Network
01.2024 - 01.2026
- Provided quality assurance for retirement and non-retirement account applications and advisory fee-based contracts, ensuring accuracy and completeness
- Entered and maintained data in computer systems and databases with a high level of speed and accuracy
- Verified and cross-referenced information to ensure data integrity and consistency
- Established brokerage accounts using physical and digital documentation for existing and transitioning advisors
- Troubleshot and resolved issues related to client checkwriting and debit card accounts
- Processed a variety of account maintenance functions, including dividend coding, beneficiary changes, power of attorney additions, and consolidated statement requests
- Served as a key support resource for the Service Center, resolving complex advisor inquiries
- Managed escalation queues and high-volume email communications, prioritizing and resolving time-sensitive and expedited requests efficiently
- Managed and resolved ServiceNow cases, ensuring timely completion of account-related requests in compliance with firm policies and service-level expectations
- Performed internal departmental audits to help reduce organizational risk
- Contributed to departmental special projects as needed
Receptionist / Office Services Associate
Commonwealth Financial Network
01.2019 - 01.2024
- Managed high-volume, multi-line phone systems, ensuring timely and professional call routing
- Created a positive first impression by greeting and assisting visitors, vendors, and clients
- Provided administrative and operational support across multiple departments
- Managed conference room scheduling, catering coordination, room setups, audiovisual support, and event logistics to ensure the seamless execution of executive meetings, client visits, and company events.
- Managed and tracked employee and advisor inquiries, ensuring timely resolution through email and ServiceNow case management
- Oversaw the maintenance of office and kitchen equipment, coordinating service requests for repairs and preventive maintenance to support daily office operations.
- Maintained office supply inventory and streamline vendor ordering processes
- Handled mail, packages, and courier services with accuracy and efficiency
- Maintained clean, organized, and fully functional office and common areas
Office Services Associate
Commonwealth Financial Network
01.2017 - 01.2019
- Processed high volumes of incoming and outgoing mail, shipments, and inventory accurately
- Managed conference room scheduling, catering coordination, room setups, audiovisual support, and event logistics to ensure the seamless execution of executive meetings, client visits, and company events.
- Managed and tracked employee and advisor inquiries, ensuring timely resolution through email and ServiceNow case management.
- Oversaw the maintenance of office and kitchen equipment, coordinating service requests for repairs and preventive maintenance to support daily office operations.
- Provided receptionist coverage
- Prepared and organized workspaces for new hires and visiting staff
Reception Coordinator
Athena Health
01.2015 - 01.2017
- Managed high-volume calls using multi-line systems, ensuring efficient communication flow
- Maintained a professional and secure front desk by greeting visitors and monitoring access
- Kept accurate visitor records in compliance with security procedures
- Created, maintained, and updated employee access badges, ensuring accurate access permissions and compliance with company security protocols
- Managed conference room reservations, calendar coordination, and meeting scheduling for employees, visitors, and leadership.
- Led and supported special projects
- Managed employee parking assignments and space allocation, resolving issues quickly
Education
Music Industry coursework
Northeastern University
Boston, MAHigh School Diploma - undefined
Waltham High School
Waltham, MASkills
- Front Office Administration & Workplace Operations
- Calendar & Appointment Coordination
- Conference Room & Meeting Coordination
- Executive, Employee & Client Support
- Customer Service & Professional Communication (Phone & Email)
- Records Management & Documentation
- Electronic Document Management Systems
- Data Entry & Database Management
- Confidential Information Handling
- Workflow & Email Management
- ServiceNow Case Management
- Microsoft Office Suite (Word, Excel, Outlook)
- Microsoft Teams
- Adobe Acrobat & Kofax Power PDF
- Wealthscape, Investor360 & FBSI
- Strong Organization, Time Management & Attention to Detail
- Problem Solving & Ability to Manage High-Volume Workloads
Timeline
New Accounts Associate
Commonwealth Financial Network
01.2024 - 01.2026
Receptionist / Office Services Associate
Commonwealth Financial Network
01.2019 - 01.2024
Office Services Associate
Commonwealth Financial Network
01.2017 - 01.2019
Reception Coordinator
Athena Health
01.2015 - 01.2017
High School Diploma - undefined
Waltham High School
Music Industry coursework
Northeastern University