Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Swafford

Fort Benning,GA

Summary

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

11
11
years of professional experience

Work History

Brokerage Assistant

Skylar Lasater
Ontario, CA
12.2020 - 11.2022
  • Monitored changes in the market conditions that could affect clients' investments.
  • Managed daily administrative tasks such as filing documents and updating databases.
  • Reviewed files, records and other documents to obtain information or respond to requests.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Provided support to brokers by responding to emails, phone calls, and other inquiries in a timely manner.

Family Readiness Group Treasurer

1/37 AR
Fort Bliss, TX
03.2017 - 04.2020
  • Prepared quarterly reports summarizing organization's financial position.
  • Implemented new procedures to improve internal controls over finances.
  • Monitored and maintained financial records, including budgets, investments, and expenditures.
  • Managed cash flow forecasting activities in accordance with organizational goals.

Brokerage Administrator

Marcus & Millichap
Ontario, CA
01.2013 - 02.2016
  • Conducted research into various investment products available through the brokerage firm.
  • Responded promptly to emails, phone calls or other requests from clients concerning their investments or account status.
  • Maintained records of all trading activities, commissions earned and fees paid by customers.
  • Analyzed competitors and market trends to facilitate business growth.
  • Assisted brokers in resolving customer complaints related to the brokerage services.
  • Developed relationships with prospective customers using daily solicitation through direct customer contact, emails and other networking avenues.

Childcare Provider

Estes Family
Columbus, GA
01.2023 - 01.2024
  • Prepared meals, snacks and refreshments for children according to dietary needs and restrictions.
  • Observed children's behavior and development, communicate information with parents.
  • Communicated with parents about daily activities and any concerning behaviors.
  • Provided a safe, nurturing and stimulating environment for children to learn and grow.

Education

Some College (No Degree) - Business Management

EPCC
El Paso, TX

Skills

  • Document Management
  • Appointment Scheduling
  • File Organization
  • Transaction Documentation
  • Attention to Detail
  • Clerical Support
  • Time Management
  • Follow-Up Skills

Timeline

Childcare Provider

Estes Family
01.2023 - 01.2024

Brokerage Assistant

Skylar Lasater
12.2020 - 11.2022

Family Readiness Group Treasurer

1/37 AR
03.2017 - 04.2020

Brokerage Administrator

Marcus & Millichap
01.2013 - 02.2016

Some College (No Degree) - Business Management

EPCC

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Jessica Swafford