Jessica Colwick Email & Phone Number

Glastonbury, Connecticut, United States

• Collaborated with 5+ attorneys and paralegals on cases
• Maintained an open stream of communication between clients and attorneys during the entire Estate Administration process
• Drafted legal documents and correspondence to third parties to assist with cases
• Managed 70+ Estate Administration cases
• Customized billing statements for clients, providing detailed description of services, removing confusion, and reducing client disputes
• Coordinated schedules and deadlines for… Show more

Concord, California, United States

• Supported Financial Advisors and their Service Staff by providing fast and reliable guidance as they use the AssetMark platform to serve their end clients’ investment and financial planning needs
• Collaborated with a variety of internal teams to deliver accurate, helpful answers and oversight to client requests
• Partnered with Sales Consultants to ensure advisors are satisfied and empowered to make the most of the platform
• Served advisors in a way that generates loyal, growing… Show more
• Served advisors in a way that generates loyal, growing clientele who promote the AssetMark platform to their colleagues
• Helped managed firm risk by setting appropriate expectations and providing clear guidance

Wallingford, Connecticut, United States

• Oversaw all trust and estate planning coordination
• Managed new business processes from start to end including ensuring successful problem resolutions of early issues
• Implemented novel organizational practices, increasing overall productivity and efficiency within the firm
• Pioneered several unique and effective means of maintaining and enhancing relationships with clients
• Extensively scrutinized and proof-read documents to ensure accuracy of details
• Executed core… Show more

Cheshire, Connecticut, United States

• Composed and maintained legal documents
• Researched and analyzed legal concepts
• Coordinated scheduling for the office, including contacting clients and legal professionals
• Provided exceptional administrative assistance, increasing productivity
• Demonstrated superb client relationship building skills as the immediate face of the firm

Bristol, Rhode Island

• Cleared Federal Bureau of Investigation (FBI) security and background check
• Trained 10 additional students in protocol, procedures, analysis, assessment, and coding
• Reviewed 100+ transcripts of FBI, police, Air Force, and military interrogations
• Analyzed all transcripts for appropriate interrogation wording and techniques
• Assessed all transcripts for specific wording, questions, and formatting
• Compared individual interrogators before and after interrogation… Show more

Bristol, CT

• Developed superb people skills by interacting daily with staff and customers
• Managed many tables of customers every shift
• Delivered excellent results while working under pressure, handling customers, and problem-solving

Farmington, CT

• Authorized cash register transactions, handling $500+
• Ensured restaurant was stocked and cleaned to promote productivity
• Memorized main ingredients of every menu item

Farmington, CT

• Researched information for and created a booklet on Colonial clothing
• Hosted multiple museum activities such as a candle-making craft show
• Managed time by practicing flexibility with odd hours