Jessica R.

Providing outstanding customer service to and for the #1 Most Trusted Wealth Management Companies of 2022 according to Investor\'s Business Daily.1

Role
Senior Administrative Assistant at Ameriprise Financial Services, LLC
Location
Boston, MA, US
LinkedIn followers
500 followers

About Jessica R.

Highly accomplished and organized professional. Experience in multi-industry “Fortune 500” and midsize organizations, working with senior leaders to provide HR and Accounting strategic alignment and bottom-line business results. CORE COMPETENCIES * Global Professional in Human Resources and multiple reorganizations * Strategic Planning * Change Management * Talent Assessment and Management * Leadership Assessment & Development * Executive Coaching * Train the Trainer Methods * Continuous Improvement Processes * Employee / Labor Relations * Policy / HRIS Development * Policy and Procedure Management * Internal audits to adhere to Federal/State Requirements * Quarterly FLRA Training * Financial reporting * Financial analysis * Procurement * Proposal submissions * Proposal evaluations * Contract Terms and Legal Requirements *. Cost Reduction vs Revenue Generation analysis

Experience

  1. Senior Administrative Assistant

    Ameriprise Financial Services, LLC

    Dec 2022 — Present · US

    Assist advisors and dedicated team in bringing amazing community members/clients together to reach life goals and dreams. It’s my pleasure to support advisors using asset allocation tools, fund research by utilizing the most up to date technologies. I pleasantly answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts. I am proud to use my proven written and oral communication skills to be an asset to the Worcester Ameriprise Team.

Education

  • Everest Online

    Accounting

    2013 — 2014

  • Mount Wachusett Community College

    Legal Studies

    2019 — 2020

  • Holyoke Community College

    Associate of Arts (A.A.)

    2003 — 2003

  • edX

    Human Services

    2017 — 2022

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Jessica R. — Senior Administrative Assistant at Ameriprise Financial Services, LLC in Boston, MA, US | Unifers