Hi, I’m
Jessica Parme
Drexel Hill,PA
Summary
Detail-oriented Kutztown University graduate with three years of experience in the financial services industry. Skilled in supporting operations and administration, managing client relations, handling account inquiries and transactions, and ensuring compliance with regulatory and company policies. Proficient in leveraging strong organizational and analytical skills to enhance operational efficiency and support financial decision-making. Seeking to contribute to a dynamic team, committed to delivering high-quality results and helping clients achieve their financial goals.
Overview
4
years of professional experience
Work History
MassMutual Greater Philadelphia
Practice Coordinator
09.2022 - Current
Job overview
- Prepare and submit investment and insurance paperwork, assisting with new account openings, transfers, and transactions to ensure a smooth onboarding process for clients.
- Respond to routine client service issues and requests, providing timely and effective solutions to enhance client satisfaction and maintain strong relationships.
- Provide comprehensive administrative support to a team of 5+ advisors, assisting with scheduling, documentation, and client communications to enhance team productivity.
- Processing and tracking incoming/outgoing Rollovers for annuity and investment business.
- Execute trade operations, including buying and selling securities, processing disbursements, and managing receipts to ensure accurate and timely transactions.
MassMutual Greater Philadelphia
Financial Administrative Assistant
09.2021 - 09.2022
Job overview
- Perform data entry for new client accounts, including insurance, annuities, and investments, ensuring accuracy and compliance with internal processes.
- Provide dedicated service and support for designated accounts, addressing client needs and ensuring a high level of efficiency.
- Assist in the preparation for client meetings to review current account performance, providing comprehensive financial overviews and insights.
MassMutual Greater Philadelphia
Intern- Financial Services Representative
06.2021 - 07.2021
Job overview
- Assess client needs and goals to develop tailored financial plans, ensuring alignment with their long-term objectives and aspirations.
- Acquired valuable communication and sales skills through participation in client meetings, enhancing the ability to effectively address client needs and present financial solutions.
Education
Kutztown University of PennsylvaniaKutztown, PA
B.S.B.A. from Accounting & Personal Financial Planning
05.2022
University Overview
- Dual Major
- National Society of Leadership and Success Member
- Professional Development: SIE & Life, Accident & Health Insurance Procurer
Skills
- New hire training
- Multitasking
- Customer and client relations
- Data entry
- Confidentiality and data protection
- Scheduling and calendar management
- Attention to detail
Timeline
Practice Coordinator
MassMutual Greater Philadelphia
09.2022 - Current
Financial Administrative Assistant
MassMutual Greater Philadelphia
09.2021 - 09.2022
Intern- Financial Services Representative
MassMutual Greater Philadelphia
06.2021 - 07.2021
Kutztown University of Pennsylvania
B.S.B.A. from Accounting & Personal Financial Planning
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