Jennifer Cartwright Email and Phone Number

I lead the charge in our proprietary financial planning process. I work closely with both clients and advisors administering the preparation, implementation, and presentation of these written financial plans.--> Responsible for the day-to-day functions of the office.--> Manage the Executive Partners’ calendar, travel arrangements, expense reconciliation compliance requirements and personal affairs.--> Liaise with clients regarding annual reviews, customer service requests, financial planning document collection and accounts receivable. --> Preparation of insurance applications and accompanying documents, such as illustrations and concepts) for advisor meetings with prospects and clients.--> Preparation of insurance quotations and client friendly summaries on various Insurance products.--> Ensure new applications are processed and appropriate actions are taken to oversee the completion of the case in a timely manner.--> Develop relationships with partnering life company wholesalers, case coordinators and underwriters to ensure the business is handled efficiently.--> Support and maintenance of inforce service requests.--> Provide exceptional client service and communication to advisors and clients. --> Coordinated company rebranding initiatives including, refreshed logo, new website, brochure, and internal culture code. --> Organize client appreciation events, client gifts, and fundraising sponsorships.

This position demanded a high level of efficiency, accountability, and concise communication. Strong organizational skills were necessary in meeting multiple critical deadlines in all areas of the business. Industry knowledge was crucial to the role and compliance; so, I obtained my Life License certification and cross trained with our Managing General Agency (MGA). --> Responsible for the day-to-day functions of the office.--> Managed the Executive Partners’ calendar, travel arrangements, expense reconciliation compliance requirements and personal affairs.--> Supported affiliated Financial Advisors within our Associated General Agency (AGA) throughout BC & AB with client service requests, new business and contracting. --> Liaise with clients regarding annual reviews, customer service requests, financial planning document collection and accounts receivable. --> Prepared client’s written Financial Plan and processed insurance/investment applications.--> Coordinated company rebranding initiatives including, logo, website, brochure, PowerPoint presentation and Strategic Financial Plan TM client binder template.

This new position was created to assist the Regional Manager and the growth of the Okanagan division. The Kelowna location employ’s a staff of two; therefore, a high-level of organization, reliability and confidentiality is essential in this position to providing timely and efficient support to all areas of business. --> Responsible for the day-to-day functions of the Regional Managers office.--> Responsible for coordinating payables for all real estate development projects. --> Liaise with marketing team to create marketing materials, campaigns, and events.--> Coordinate applications for building awards. Recent submissions were acknowledged with 2 Gold and 8 Silver Tommie Awards by the Canadian Home Builders’ Association. --> Responsible for the maintenance of legal files, processing project sales, organizing warranty work orders, and updating company websites. --> Organized many high-profile meetings and community events.

This position demanded high standards of ethics, organization, and adaptability. It was necessary to anticipate and troubleshoot potential issues in a positive and decisive manner. High levels of autonomy, confidentiality and accountability were required while representing the Executive Team and the Company.--> Responsible for the day-to-day functions of the President’s office and personal affairs. --> Assisted in developing the flightcraft.ca and canadawings.ca websites.--> Organized many high-profile meetings and community events.--> Created company marketing materials including brochures, trade show materials, banners, videos and Power Point presentations.--> Prepared background details and presentation format for RFP’s.--> Created press releases and print advertising for the Company.--> Coordinate travel arrangements for Executive Team and clients.--> Volunteered and assisted community organizations on behalf of The Company.

This position was responsible for the smooth operation of the day-to-day business, making it possible for other people and departments to function efficiently. A close work relationship with the company’s Executive Team was required to meet the company’s staffing, equipment, and organizational needs.--> Coordinate arrival of new employees (i.e., work permits / contracts, travel, orientation, etc.)--> Created and implemented employee recognition programs.--> Organized team-building functions.--> Implemented initiatives to improve management and office organization.--> Prepared presentations for the Executive Team.

This high-paced position demanded high standards of organization, adaptability, and initiative. I was responsible for supporting the Sales Managers with all sales/marketing projects and activities to acquire new business. I facilitated the flow of information across departments and was the liaison for the Sales Department for FAM tours and creative site inspections and events.--> Assisted with the coordination of function space and accommodations for high profile guests including the G8 Summit, NATO, and National Defense Meetings (2002-2003).--> Created sales and tradeshow collateral that was prepared to attract specific clients.--> Contract and proposal preparation.