Jessica White
Summary
Self-motivated professional bringing proven leadership, communication, and organizational skills. Passionate about delivering top-notch service and support to contribute to overall company success.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Associate Analyst
Fidelity Investments
09.2022 - Current
- Servicing a range of alternative funds through processing subscription documents and the generation and distribution of investor communications in the form of statements, distributions, capital call notices and quarterly updates.
- Communicating with internal partners and external vendors to navigate inquiries and requests.
- Utilizing GWI/Geneva, TA2000, EInvestor, and XTRAC during daily operations.
- Taking on independent projects centered around enhancing the growth and efficiency of the team in addition to daily workload.
- Remaining flexible, optimistic, and organized in a fast-paced environment while adapting to changes as they come.
Customer Relationship Advocate
Fidelity Investments
07.2021 - 09.2022
- Brought forth excellent service skills and a commitment to customer satisfaction
- Gained essential knowledge and expertise in the Financial Industry
- Demonstrated a combination of personal drive and leadership skills to meet and exceed goals.
Team Administrator
KEY Real Estate Services
10.2020 - 07.2021
- Established positive working relationships through regular communication and effective anticipation of needs
- Managed multiple projects and agendas simultaneously, boosting productivity and improving organizational initiatives
- Developed campaigns and specific marketing strategies to meet a variety of company needs
- Adapted to workflow changes and implemented continuous process improvements to overcome obstacles.
Education
Bachelor of Science Marketing -
Rhode Island College
01.2020
Skills
- Multitasking and Prioritization
- Strong Analytical and Problem Solving
- Data Entry and Maintenance
- Effective Communication
Certification
- Series 7 License
- Project Management Certificate
Timeline
Associate Analyst
Fidelity Investments
09.2022 - Current
Customer Relationship Advocate
Fidelity Investments
07.2021 - 09.2022
Team Administrator
KEY Real Estate Services
10.2020 - 07.2021
Bachelor of Science Marketing -
Rhode Island College