Jennifer Armston Email & Phone Number

Austin, Tx, Us

Dallas, Texas, Us

• Conduct housing assessments to determine the needs of clients and record• Develop and implement housing plans for clients• Provide assistance in locating and securing appropriate housing for clients• Build relationships in the community with housing experts and homeless advocates• Collect and upload data to the database for all Preferred Communities (PC) Programs including GAPS and Housing• Offer case management services to ensure that clients are able to maintain their housing.• Provide crisis intervention services as needed and referrals to medical resources• Connect client with services in their community when needed• Research community resources and upload to the CST Resources List on the Google Drive• Assist with training interpreters to assist staff in PC• Take part in continuous quality improvement initiatives• Establishing a Financial Education at CST with community collaborators

Dallas, Texas, Us

Austin, Texas, Us

Onboard LeafHouse at various providers to ensure that the company can perform all functions necessary as the 3(38) or 3(21) Review, Monitor, and Maintain Transitions CRM views on a daily basis to ensure that required documents are in-house, timelines are established, and setup at recordkeepers is confirmed Monitor the transition period of each new client and report any important updates to the client and/or their advisory team Perform investment reviews and report any issues to the Investment Team to have them corrected immediately Facilitate the hand-off from Transitions Team to Service Team with the client and/or advisory team Prepare and present Transitions educational materials for to all LeafHouse Teams Coordinate communications between internal and external teams

Austin, Texas, Us

Assist with all aspects of transition and interactions with plan providers. Work with LeafHouse internal teams to implement changes and improvements to external and internal communications. Strengthen plan and advisor relationships during the transitions process, to enable a smooth ongoing partnership with LeafHouse’s Service Team. List of Roles/Duties:• Onboarding LeafHouse at providers when engaged with new business• Update internal database and use customized dashboard to monitor transition progress• Monitor the transition period and update the client and/or advisor with important details• Execute Investment Team direction with provider partners• Transitions Team Lead for fund reviews• Provide review feedback to Fiduciary Team • Attend provider calls, when required, during their transition• Coordinate conference calls to discuss transitions activities between provider and client when necessary• Facilitate the transfer of the client from Transitions Team to Service Team• Research recordkeeping onboarding forms and work with Transitions Manager on process strategies• Daily CRM case review to ensure all required documents are accounted for and delegate contact follow up to team members• Assist provider partners with investment-related issues, if they arise• Prepare supplemental informational materials and participant education when needed• Facilitate communications between internal teams and external partners• Maintain Transitions Inbox and Asset Transfer Timeline Calendar

Austin, Texas, Us

Processed provider forms, retirement or other conversion documents and learned processes involved in coordinating agency document workflow. Prepared documents for imaging by identifying and grouping various form types. Operated processing equipment and maintained client files in Box as directed. Keyed document information used to index documents and verifies indexing data. Reviewed incoming documents for accuracy and completeness and routed documents to distribute workload; and performs other duties as required. Established, maintained, and tracked data in company CRM. Modified and updated desk procedures that relate to assigned work.

Maintained Accounts Receivable for clients invoices, billed bi-monthlyMaintained bi-monthly time sheets and accompanying accounts receivable materialsRecords retention for invoices, CPE materials, client correspondence, etc. Kept all staff licenses current, i.e. CPA, Attorney, and PTINScheduled on-site CPE courses for staffMaintained all reading materials and other requirements for in-house CPE coursesDirected and filtered phone calls to appropriate personnel on multi-line phone systemGreet and welcomed clientsMaintained inventory of break room and order supplies on a weekly basisCoordinated and planned office events such as the annual company holiday party, on and off-site staff education, and post-deadline happy hours and lunches. Maintained internal client listing and contact info on a daily basis

Bremen, Georgia, Us

Supported the CEO, CTO, CGO, and VP of North America of Sales. Daily management of calendars included scheduling and preparing information for meetings for multiple executives. Planned extensive travel for multiple higher level executives.Processed highly confidential documents for executives and several departments in the company. Answered telephone calls and e-mails.Processed expense reports for CEO and CGO.Performed all office manager duties for the Boston office.Planned multiple internal events, included booking event space, travel arrangements, and catering. Prepared internal reports of monthly Board of Directors meetings and quarterly Leadership meetings.

Boston, Ma, Us

Assisted students, faculty, staff, and alumni with technology-related questions via face to face, e-mail, phone, or IM.Managed and controlled access to technology lab equipment i.e. computers, scanners, tablets.Prepared computers for workshops by updating applications and loading pertinent software when needed.

Moving specialistLogged, processed, and shipped Texas Juvenile Law books to buyers.Provided services to all areas, i.e. Facilities, Finance, Training, etc.(Temporary Assignment)

Answered multi-line phone system.Created and edited documents for clients.Leasing contactTrained in media buyingInvoicing and Records

Cupertino, California, Us

-Moderated Apple Support Communities (ASC) for posts that violated the Terms of Use, using keyword tracking and reporting tools-Team Lead for creating and editing policies and procedures for staff-Aided in creating ways to have ASC more accessible and user friendly to the general population-Trained international and domestic staff via in-person or with online conference tools-Gave weekly reviews on moderation metrics to temporary staff-Communicated with users on a daily basis via e-mail, from resolving difficult situations to delivering pertinent information-Created and maintained online wiki with up-to-date information for immediate staff and outside internal staff using specific wiki-markup language and HTML on Jive platform-Monitored ASC as a daily task to gauge reactions to new products, updates, etc. of Apple Inc. and report news to relevant groups-Avid tester for bugs and usability when ASC changed Jive platforms, whether it was a visual or a complete overhaulhttp://discussions.apple.com

Buffalo, New York, Us

-Managed and controlled access to Apple Inc. property-Operated and maintained Apple Austin Directory with FileMaker Pro-Directed and filtered calls to appropriate departments-Coordinated information distribution to employees-Directly aided Human Resources, Facilities, Staffing, and Security

Bachelor Of Arts (B.A.), Humanities/Humanistic Studies

Diploma, General Studies