Jamie Bucholz Email & Phone Number

Fargo, Nd, Us

Fargo, North Dakota, United States

Responsible for establishing and defining the project management discipline for the organization. Collaborate with senior leadership to execute projects that align with the organization's strategic vision. Provide business process and technology solutions to achieve operational excellence and enhance our customer experience.

Fargo, North Dakota Area

Fargo, Nd

Collaborative planning with personal trust, retirement and brokerage personnel focusing on the key financial plan areas (retirement, estate planning, asset allocation, risk management & cash flow).Produced over 100 comprehensive financial plan annually. Responsible for presenting plan and recommendations to clients, coordinating implementation and monitoring progress.

Fargo, Nd

Managed financial planning process for senior wealth advisor and financial planning team including scheduling client meetings, preparing meeting materials (agenda, plan and recommendations), delegated and/or implemented follow-up items and maintained tracking in client management portal.In-house expert of financial planning software to input, analyze and prepare high volumes of comprehensive financial plans.* A retirement recordkeeping software conversion occurred during this time frame. Served on the software selection committee and conversion data validation team while maintaining responsibilities and meeting deadlines of Paraplanner role.

Responsible for overall relationship with plan sponsors and plan participants while overseeing the operation of their retirement plan. Responsible for all communication, investment knowledge, annual reviews and participant education.Provided consultative services regarding plan design and operational efficiency in accordance with ERISA.

Managed day-to-day processing and workflow for team to ensure daily deadlines were met timely and accurately. Ensured staff was cross-trained along with personally serving as a back-up when needed.Fostered a team environment through open communication and recognition.Served as a key resource for day-to-day issues including research and consultation with product vendor to resolve technical issues.

Responsible for drafting and maintenance of plan level documentation including, but not limited to, Adoption Agreements, Corporate Resolutions, Administrative Service Agreements and Administrative Forms.Managed and implemented all mass communications to Plan Sponsors and Plan Participants including regulatory changes, annual notices, fund changes and participant enrollment communications.Performed annual account reviews for entire retirement book of business.

Provided consistent, timely and accurate administrative support to the retirement relationship management and sales teams including preparation of annual plan reviews, maintenance of marketing materials and preparation of proposals.

Bs, Finance, Magna Cum Laude

Education record

Completed the CFP Certification Professional Education Program in 1 year and 2 months. Successfully passed the CFP Certification Exam.

Retirement Planning I - Iv