Jennifer Caringi Email & Phone Number

Troy, Mi

𝗠𝗬 𝗥𝗢𝗟𝗘 Manage office operations for a financial advisory company with 13 employees. Serve as initial point of contact with clients – fielding questions, scheduling appointments, and representing company with top-notch service. Support Advisors in opening and funding accounts. Manage invoices with QuickBooks. Manage leads and new client data with Salesforce CRM. Coordinate employee benefits and enrollment. Initiate background checks and testing for job candidates. Train and onboard new hires.𝗠𝗬 𝗖𝗢𝗡𝗧𝗥𝗜𝗕𝗨𝗧𝗜𝗢𝗡𝗦 Member of a team that developed comprehensive new client onboarding procedures and a timeline to ensure a smooth transition for clients. Developed a lead tracking system that included an Excel spreadsheet to determine which marketing initiatives and web pages were successful in converting leads into clients. Manage high-profile, large-scale client events, employee outings, and management meetings. Implemented return-to-work safety procedures following the COVID lockdown. Researched office equipment and shredding companies, saving an estimated $1200/year.

Northern Financial Advisors, Inc

𝗠𝗬 𝗥𝗢𝗟𝗘 Ensured the highest level of customer service with over 300 clients of this financial advisory company. Supported Financial Advisors by collecting client financial data and entering into an Excel spreadsheet. Assisted Advisors with client meetings and research. Served as liaison between clients and broker – facilitating IRA distributions, account changes, and transfers. Tracked continuing education credits for President and CEO. Supervised Client Coordinator/Receptionist.𝗠𝗬 𝗖𝗢𝗡𝗧𝗥𝗜𝗕𝗨𝗧𝗜𝗢𝗡𝗦 Adeptly orchestrated Advisor schedules to maximize appointment availability, streamline scheduling, and accommodate cancellations and emergency situations. Planned and coordinated numerous events, such as the yearly client appreciation party, which included themes, meals, and entertainment. Developed a training handbook for the Receptionist, which included procedures and processes to smooth the transition following my promotion. Recognized by clients for providing stellar service with personal attention to details.