Jessica Wilson
Operations Manager at Creative Planning, LLC
- Role
- Operations Manager at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Jessica Wilson
I am an accomplished administrative support professional with thirteen years of experience. I am an expert in advanced calendaring, communications, content management, and large-scale and full-service meeting and event planning. As a top performer in my field, I am committed to optimizing your business tasks and keeping you on track.My goal is to apply my knowledge and experience to assist a success-driven team in achieving their objectives. I believe that my skills and expertise can empower organizations to reach their full potential.If you are looking for someone who is organized, efficient, and committed to helping your business succeed, I am the perfect fit. I am confident that I can add value to your team and help you achieve your goals. Please don\'t hesitate to reach out to me to learn more about my experience and how I can help you and your organization.
Experience
Operations Manager
Jul 2024 — Present · Overland Park, KS, US
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities; Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management.As an Operations Manager, I partner with Wealth Managers and Financial Planners to ensure that client accounts are maintained effectively. This involves promptly and accurately preparing necessary paperwork, coordinating client approval and signature, and submitting the paperwork to the appropriate custodian. This process is executed with minimal inconvenience to both the client and advisor.
Education
Cornish College of the Arts
Music Performance, General
2005 — 2007
Berklee College of Music
Bachelor of Music, Music Education and Vocal Performance
2007 — 2010
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.