Jacob Pierce Email and Phone Number
I am a new graduate, open to work opportunities across various industries. I graduated from Texas State University with a Bachelor's degree in English. I am a hard-working and adaptable worker with years of proven experience in customer service and administrative assistance. My desire to learn makes me flexible, allowing me to thrive in multiple environments. I am currently an administrative assistant at Oakmont Financial Services, a private wealth management firm based in McKinney, Texas. I serve as the first point of contact to 70 clients and regularly manage their existing financial accounts. A few tasks that I oversee is managing our CRM system consisting of all client profiles, liaising with financial institutions to update our client accounts, and assisting our financial advisor as needed.
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Operations AssociateMariner Wealth AdvisorsMckinney, Tx, Us
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Operations AssociateMariner Wealth Advisors Sep 2022 - Present -
TreasurerBriidge The Gap Apr 2022 - PresentMckinney, Texas, United StatesManaged financial wellbeing of nonprofit by delegating funds amongst programs and activities Performed fundraising by composing grant forms and pursuing donations, drawing in an approximate 15% monthly increaseActed as counsel to founder on developing new strategies to promote evolving visionAssisted with organization’s core mission by volunteering at educational events
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Administrative AssistantOakmont Financial Services May 2021 - Jul 2022Mckinney, Texas, United StatesManaged and updated Redtail CRM system consisting of 75 client profiles.Prepared and faxed nearly 25 documents to update client accounts weekly.Acted as the first point of contact for firm by answering preliminary phone calls and taking messages for financial advisor.Maintained productivity in assisting financial advisor with various tasks in a remote environment.
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ServerGrimaldi'S Pizzeria Jan 2018 - Aug 2018Highland Village, Texas, United StatesServed an average of 40 patrons daily by taking orders and relaying to kitchen staff.Memorized an extensive wine list of over 50 wines and food menu of over 25 dishes.Acted as a salesperson to market wine and food list to customers, driving up sales by 30% during tenure.Consistently placed first in food and wine sales amongst 15 servers over 8 months. -
Restaurant Staff, Employee TrainerPalio'S Pizza Cafe Aug 2015 - Aug 2017Mckinney, Texas, United StatesDelivered orders efficiently from the kitchen to the customers during peak hours.Took an average of 30 orders in store and over the phone daily through POS system.Executed food preparation duties, such as preparing salads and pasta, and oversaw oven duties by cutting and assembling over 100 pizzas daily.Trained new hires on all job scopes, ranging from managing POS system to curating food.
Jacob Pierce Education Details
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English Language And Literature, General
Frequently Asked Questions about Jacob Pierce
What company does Jacob Pierce work for?
Jacob Pierce works for Mariner Wealth Advisors
What is Jacob Pierce's role at the current company?
Jacob Pierce's current role is Operations Associate.
What schools did Jacob Pierce attend?
Jacob Pierce attended Texas State University.
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Jacob Pierce
It Leader | Software Engineering | Product Management | Quality Focused | Cloud PractitionerWashington Dc-Baltimore Area -
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