Jennifer T. Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois, United States

Supported the operations of the Chicago and Portland sales and loan administration offices to include travel, expenses, various projects as needed to increase office profitability.-Spearheaded TWO physical Chicago office moves.-Managed all Chicago and Portland office facility, supply and IT requests.-Served as corporate liaison between building management, Wealth Management, Foundations & Endowments and National Sales teams during major transition periods/COVID.-Assisted new hires and newly relocated employees to ensure a seamless experience.-Coordinated all corporate office gatherings and volunteer submissions.

Greater Chicago Area

Supported the President of Capital Markets and the top Managing Director in all aspects of the business.-Assisted with event planning for multiple holiday parties, sales meetings and corporate/industry conferences.-Managed travel planning for both business and personal trips, and for potential recruits.-Provided data assistance using CoStar, ESRI, REIS, Trepp and other report generating tools.-Maintained confidentiality with employee personnel information and company restructuring / purchase agreements.-Executed high level decision-making on the fly.-Performed Concur expense reporting software, Sharepoint.-Aided Marketing department with high level projects for executives across the board.

Chicago, Il

Supported the Executive Team whose members include CEO, COO and two EVPs.-Heavy, multiple calendar management.-Planned, coordinated and scheduled internal meetings, client meetings, tele/video conferences, off-site events and personal trips.-Arranged all domestic and international travel logistics for the Executive Team.-Compiled and submitted expense reports, resolve discrepancies and reconcile all corporate, business and personal credit card charges.-Devised, proofed and finalized all corporate correspondence.-Screened phone calls for the CEO.-Maintained customer confidence and protected business operations with confidential information.-Maintained and updated client relationship databases and an extensive filing system to retrieve information quickly as needed.-Assisted with the creation and formatting of professional presentations.-Personal assistant tasks as requested such as family medical/dental plan maintenance, personal travel itineraries, private plane travel arrangements and expenses, auto repairs, bill payments, etc.-Led the company Social Committee and organized the annual volunteer afternoon.

Supported all staff in National Accounts, Fixed Income, and Retirement Distribution departments (including executives): travel arrangements, expense reports, meeting coordination, calendars, scheduling, conference calls and office supplies, and personal assistant tasks.-Coordinated details regarding all strategic partner conferences.-Processed legal contracts for registration costs, sponsorships, charitable contributions.-Tracked conference shipping and material receipts, processed conference registrations, and was liaison with other meeting planners and coordinators.-Organized client dinners, entertainment, etc.-Coordinated and processed all paperwork for selling group agreements.-Collaborated and submitted monthly/quarterly marketing literature to strategic partner firms and streamlined the marketing materials approval process for my departments, as well as the Sales/Client Service teams.-Maintained End of Year Actual Budget and Projected Budget for following year. -Maintained database of strategic partner intelligence including organizational charts and intranet material updates.

-Ordered literature/kits, bound presentations, formatted and compiled booklets for the Sales Team (internal/external wholesalers and management) accurately and efficiently.-Ran reports using internal database and Pivotal: Daily, monthly and as needed (including client service table and graph updates).-Edited and sorted multiple Excel reports.-Performed data entry tasks and projects using Pivotal, Excel and Bloomberg terminal.-Completed Individually Managed Account paperwork requests and additional projects as requested.

Sole administrative support for twelve sales representatives and Regional Director of Sales-Updated numerous reports for tracking purposes within the region.-Completed the Foresters Office Administrator Certification Training Program (July 2004) and was the winner of the Office Administrator Contest for October 2004 and January 2005: Minimum of twenty new business applications submitted, 0% of applications incomplete, under six days to submit all applications.-Handled Human Resources responsibilities including: maintenance of personnel records/documents, tracked employee licenses and continuing education credits, assisted with all hiring documentation (including online testing), trained new employees on insurance forms and laptops.-Ensured compliance with organizational and industry policies and procedures.-Managed the service and operation of office technology/software & equipment.-Planned budget and completed expense reports for the entire office. -Devised new systems for representatives to track their business.

-Conducted phone and personal interviews to food service manufacturers, distributors, and operators.-Performed literature searches.-Tabulated and developed statistical data from various secondary sources in conjunction with report preparation, proposal development or administrative activities.-Collected survey responses from a number of clients.-Revised “Brag Book” for the past year.-Created/edited executive-level PowerPoint presentations and Excel spreadsheets.-Performed data entry and added information to company Intranet uploads.-Greeted and assisted visitors; Operated switchboard.