Jessica Rizzo
Denver,CO
Summary
Forward-thinking Multitalented professional with several years in top-tier organizational support. Skilled at close work with senior executive team.
Gifted at managing busy schedules, organizing projects and providing administrative support to executive team. Analyzes, prioritizes and completes tasks with professionalism and sound judgment.
Overview
6
6
years of professional experience
Work History
Sales Assistant
Baron Capital
New York
07.2021 - 07.2024
- Provided support to 3 Sales Department Heads, 13 Vice Presidents, and 6 Internal Investment Advisors across the RIA, Institutional, and Business Development Sales Teams
- Worked closely with Senior Leadership & Executive Team in developing quarterly board decks and sales reports
- Oversaw comprehensive coordination of both domestic and international travel: arranging hotels, car services, meals, meeting spaces while managing logistics and expenses
- Organized annual investment symposiums and conferences for RIA & Family Office team
- Ensured the production of professional quality presentations, sales reports, meeting notes and critical meeting agendas for client-facing purposes
Compliance Assistant
Strategic Financial Solutions
New York
03.2020 - 07.2021
- Developed and conducted employee training courses on company policies and practices
- Identified and investigated compliance irregularities and violations within the sales department
- Collaborated with Sales VP to ensure adherence to company compliance guidelines in client pitch calls.
- Drafted reports outlining findings from compliance audits and investigations
Director of Impressions
Strategic Financial Solutions
New York
09.2019 - 03.2020
- Assisted C-Suite Members and Executives with their day-to-day operations, including managing calendars, organizing travel itineraries, and overseeing expenses
- Managed client correspondence, including intakes, meeting scheduling, and responding to emails and phone calls
- Ensured accurate completion of financial expense reports for VP-level executives
- Led and organized company-wide meetings ranging from monthly to annual commitments
Office Assistant
Avalon Midwives
Morristown
09.2018 - 08.2019
- Managed and maintained schedules for Midwives
- Provided timely and efficient responses to phone and email inquiries for seamless communication
- Efficiently oversaw all tasks related to office supplies such as ordering, stocking, and ensuring a well-maintained workplace
- Maintained strict confidentiality in all staff and patient communications, inquiries, and requests
Education
Bachelor’s Degree - Psychology, Criminology
Fairleigh Dickinson University
Florham Park, NJ01.2018
Skills
- Project Management
- Strong Communication and Interpersonal Skills
- Microsoft Office
- Google Suite
- Salesforce
- Concur
- Zoom
- Certify
- Notion
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Collaborated with Executive Team in the development of consolidated board reports.
Work Preference
Work Type
Full TimeLocation Preference
HybridRemoteOn-SiteImportant To Me
Company CultureCareer advancementPaid time offPaid sick leaveWork from home optionTimeline
Sales Assistant
Baron Capital
07.2021 - 07.2024
Compliance Assistant
Strategic Financial Solutions
03.2020 - 07.2021
Director of Impressions
Strategic Financial Solutions
09.2019 - 03.2020
Office Assistant
Avalon Midwives
09.2018 - 08.2019
Bachelor’s Degree - Psychology, Criminology
Fairleigh Dickinson University