Jill Schalk Email & Phone Number

Greater New York City Area

Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 110 years. Through comprehensive investment management, wealth planning, and family office services, they help clients achieve peace of mind for generations.Executive Assistant, Insurance Advisory Group, Wealth PlanningProvide seamless executive-level support to the Managing Director, Head of of Insurance Advisory and Insurance Advisory team members.

Greater New York City Area

Premier provider of individual career transition, executive coaching and leadership development services.Managed the Firm's largest and most complex global accounts maintaining a 99% retention rate. Partnered closely with the executive team and internal sales teams as well as interact directly with key client HR contacts to lead the execution of global contracts and projects. Instrumental in ensuring retention of existing global accounts and supporting expansion within those accounts.▪ Collaborated with CEO, CFO as well as administrative team to complete projects in a deadline-driven environment. ▪ Managed up to 50 high profile active clients and up to 30 new RFP processes per year.▪ Engaged daily with client companies on referrals of highly sensitive confidential job eliminations of company employees including: JPMorgan Chase, First Data, Avon, MetLife, Global Brands Group, EmblemHealth, Societe Generale, OppenheimerFunds, UNICEF, Cognizant and more. ▪ Instrumental in the on-boarding, implementation and building of the company’s largest clients, working directly with internal/external stakeholders, ensuring databases, systems, communications, reporting and invoicing systems run smoothly.▪ Partnered with CEO, President and sales team to develop marketing and communication materials contributing to annual share of wallet gains and new business.▪ Handled all invoicing, accounts payment and receivables functions with an annual volume of 25,000 candidates.▪ Managed onboarding for all new hires, including administration of paperwork, distribution of benefit information and enrollment. ▪ Led HR and administrative functions: payroll, benefits, hiring, training, vendor management, policy development and implementation.▪ Direct accountability for expense management including payments to vendors, administration of commissions for sales team and expense approval and reporting.

Greater New York City Area

Managed all day-to-day activities of the office, a team of three, client and client candidate issues, questions and inquiries, and major projects and expenses. Consistently focused on balancing outstanding delivery of services to clients and customers while identifying significant savings derived through operational and administrative efficiencies that contributed to the firm’s profitability. Oversaw all candidate functions: monthly status reports, invoicing, candidate assignments and tracking.▪ Managed, maintained and contributed to internal career database to ensure accurate and updated information.▪ Produced brand creative marketing materials via PowerPoint and coordinated, monthly in-house seminars and business networking events.▪ Coordinated 200+ promotional and B2B mailings per month to secure future sales and encourage candidate participation.•Managed detailed calendar of CEO and processed expenses.•Dealt with high phone traffic and performed as gatekeeper by screening visitors, calls, and emails as necessary.•Conducted weekly client seminars detailing a ‘how-to’ guide of the internal career database.•Managed the general facilities and ordered weekly inventory within a company budget.•Provided administrative support to high-level executive candidates including scheduling office space, coordinating conference calls, software and office equipment needs.

Chartered Risk And Insurance Advisor (Cpria) Certification

Chartered Private Risk and Insurance Advisor designation endorsed by the Tobin Center for Executive Education of St. John’s University.

Bachelor Of Business Administration - Bba