Summary
Overview
Work History
Education
Skills
General Knowledge
Degrees Certifications
Coursework
Timeline
Generic

Jocelyn Schultz

Stewardson,IL

Summary

Results-driven candidate with successful track record of providing administrative support in busy office environments. Adept at handling multiple projects and prioritizing tasks. Open to learning new skills to help benefit the company as a whole.

Overview

7
7
years of professional experience

Work History

Retirement Services Administrative Assistant

First Mid Bank & Trust
03.2023 - Current
  • Processing monthly or weekly wage and contribution reports on time.
  • Assist staff in Wealth Management areas relating to administrative duties and resolving customer questions as needed.
  • Serves as contact person for employer plan administrators regarding participant data, distributions, enrollment materials and plan loans.
  • Proactively maintain contact with employers. Answer questions regarding plan transactions and assist with audit work.

College Financial Representative Internship

Northwestern Mutual
05.2022 - 08.2022
  • Met with clients and certified planners regarding financial planning and advisement
  • Called potential clients and scheduled meetings
  • Assisted in implementing new strategies to best meet our clients' goals.

Server

Fujiyama Japanese Steakhouse
02.2017 - 05.2022
  • Managed an average of $1,200 in sales with each shift
  • Utilized POS system to track customer interactions
  • 99% of customer concerns are resolved without upper management
  • Followed protocol to stay within state and federal guidelines and follow policies.

Office Associate

Effingham Tourism and Visitors Bureau
05.2019
  • Performed office procedures such as faxing, filing, downloading files, updating databases and answering phones
  • Provided customer service, company representation, promotion and social media services
  • Organize and maintain office area, handled errands, and maintained inventory.

Education

Bachelor of Science - Finance

Eastern Illinois University
Charleston, IL
05.2023

Skills

  • Communication
  • Teamwork
  • Customer service/Relationship Building
  • Computer skills
  • Problem solving
  • Adaptability
  • Active listening
  • Ethical
  • Results Oriented
  • Accountable
  • Time management

General Knowledge

  • WORD
  • EXCEL
  • POWER POINT
  • ACCESS
  • OFFICE

Degrees Certifications

  • Associate of Art in Business, Lake Land Community College, 3.8
  • Bachelor's Degree - Finance, Eastern Illinois University, 3.3
  • Illinois life and health insurance license

Coursework

Shelby County CEO

Timeline

Retirement Services Administrative Assistant

First Mid Bank & Trust
03.2023 - Current

College Financial Representative Internship

Northwestern Mutual
05.2022 - 08.2022

Office Associate

Effingham Tourism and Visitors Bureau
05.2019

Server

Fujiyama Japanese Steakhouse
02.2017 - 05.2022

Bachelor of Science - Finance

Eastern Illinois University

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Jocelyn Schultz