Jessica Widman
Staub Financial Services
Defiance,OH
18
years of professional experience
Qualified Senior Client Service Associate with strong background in client relations and administrative support. Demonstrated ability in multitasking and effective communication, ensuring seamless client interactions and ensuring client satisfaction.
Work History
Client Service Associate
5 Years- Created, tracked and submitted client paperwork for new accounts, money distributions, etc.
- Generated client portfolio reports
- Commission and new business tracking
- Greeted clients, responded to telephone and email inquiries and provided information for in-person requests
- Utilized-Money software to prepare client reports, track funds and update clients.
- Maintained CRM system.
- Managed and maintained advisor calendar
Office Manager
3 Years 11 Months- Maintained AP and AR.
- Tracked and recorded expenses and reconciled accounts in Quickbooks.
- Managed CRM database
- Maintained payroll information by calculating, collecting and entering data.
- Oversaw office inventory activities, including ordering supplies.
- Met with clients to collect information and gather necessary paperwork prior to preparing tax returns.
- Prepared and mailed invoices to clients, processed payments and documented account updates.
- Oversaw and tracked tax return progress from beginning to end.
- Answered phones and greeted clients while providing excellent customer service.
Office Manager & Personal Assistant
1 Year 8 Months- Managed office supplies, vendors, organization, and upkeep.
- Created client summaries in preparation for annual reviews.
- Updated and maintained Standard Operating Procedures.
- Planned and coordinated public finance classes.
- Scheduled client meetings and maintained advisor & office calendar.
- Planned and coordinated client meetings.
- Tracked incoming commissions.
Operations Specialist
3 Years 10 Months- Opened IRA, 401k, and non-qualified accounts.
- Answered telephone call inquiries from financial representatives and clients pertaining to accounts, guidelines and paperwork questions.
- Processed EFT, check and wire transactions.
Administrative Assistant
4 Years 9 Months- Processed client orders
- Prepared monthly invoicing
- Assisted with payroll and accounts receivable
- Maintained inventory system
Education
Associate of Science - Business Administration
- 3.7 GPA
Skills
Attention to detail
Critical thinking
Works well under pressure
Accurate and detailed
Team building
Quick learner
Creative problem solver
Exceptional communication skills
Timeline
Client Service Associate
Staub Financial Services
08.2021 - CurrentRead More
Office Manager
9258 Tax Preparation - John F. Dickey
09.2017 - 08.2021Read More
Office Manager & Personal Assistant
VanWeelden Financial Group
01.2016 - 09.2017Read More
Operations Specialist
BDOPS - Sigma Financial Corporation / Parkland Securities
02.2013 - 12.2016Read More
Administrative Assistant
SGS
12.2008 - 09.2013Read More
Lansing Community College
Associate of Science from Business Administration
Read More