Veronica Ann Jachts
Franklin Lakes,NJ
Summary
I take pride in being a motivated and dependable business student with a strong work ethic and a personable approach. Skilled in office operations, handling accounts payable and receivable, and entry level wealth management financial services. Brings attention to detail, a willingness to learn, and a commitment to making a positive contribution to a team.
Overview
1
1
Language
5
5
years of professional experience
Work History
Wealth Management Intern-
UBS Financial Services
Paramus, NJ
06.2026 - 08.2026
- Supported daily administrative operations
- Organized client portfolios, documents, and excel spreadsheets to streamline team projects.
- Through mentorship and interactions with financial professionals, I gained insights into investment solutions and client relationship management through collaboration with financial professionals.
- Researched private credit investments and business development companies for internal presentations, enhancing analytical and communication skills.
- Assisted wealth advisors by preparing necessary documentation for client interactions. with client account reviews and portfolio updates at UBS Financial Services.
- Prepared meeting materials for client discussions and financial planning reviews.
- Sorted and categorized client records to ensure easy access and retrieval. and maintained confidential documentation in UBS systems.
Server, Hostess, Takeout Cashier-
Anthony's Coal Fired Pizza
Ramsey and Fair Lawn, NJ and Delray Beach, FL
07.2021 - 01.2026
- I provided exceptional customer service in a high-volume, fast-paced dining environment
- Processed orders and payments using POS systems while maintaining efficiency and accuracy
- Coordinated front-of-house operations, optimizing guest seating, waitlist management, and addressing customer inquiries
- Exhibited strong communication and multitasking skills, effectively handling high-pressure situations
Administrative Assistant-
JNS SmithChem
Paterson, NJ
06.2024 - 08.2024
- Provided professional administrative and front-desk support as first point of contact for clients and vendors.
- Helped manage accounts payable and receivable, supporting timely invoice and payment processing.
- Improved administrative workflows to support daily operations and office efficiency.
- Created and maintained Excel spreadsheets to track expenses, payments, and company data.
- Kept filing systems organized to improve access to company records and retrieval.
Education
Bachelors of Science - Business Entrepreneurship
Lynn University
Boca Raton, FL05-2027
High School Diploma - Business
Immaculate Heart Academy
Washington Township, NJ06-2023
Skills
- Financial analysis
- Portfolio management
- Wealth planning
- Accounts management
- Client relations
- Client upkeep
- Data management
- Administrative support
- Microsoft Excel & Microsoft Office
- Microsoft Excel
- Time management
- Problem-Solving
- Critical thinking
PERSONAL INTEREST/ ACTIVITIES
- Golf (10+ years)
- Fitness & Wellness (kickboxing, strength training)
- Cooking
- Tennis and Pickleball
- Entrepreneurship & Business Development
- Fashion & Retail (interest in luxury resale and e-commerce)
- Social Media & Digital Trends, Traveling, Team Collaboration & Networking
AWARDS/CLUBS
- IHA Golf team
- Camp Acorn- volunteer for people with special needs (3 years in a row)
- Art Club
- Business Club Secretary
Languages
Ukrainian
Limited
Timeline
Wealth Management Intern-
UBS Financial Services
06.2026 - 08.2026
Administrative Assistant-
JNS SmithChem
06.2024 - 08.2024
Server, Hostess, Takeout Cashier-
Anthony's Coal Fired Pizza
07.2021 - 01.2026
Bachelors of Science - Business Entrepreneurship
Lynn University
High School Diploma - Business
Immaculate Heart Academy